QAV Light Weekly Update #111

Hap­py Mon­day!

Vicious
You hit me with a flower
You do it every hour
Oh, baby you’re so vicious

Vicious, the first track off Lou Reed’s hit TRANSFORMER album from 1972, pro­duced by David Bowie and Mick Ron­son (it was released only four months after ZIGGY STARDUST), stemmed from a sug­ges­tion Andy Warhol gave Lou about some­body being so vicious they would hit you with a flower.

The AORD’s con­stant dips and recov­er­ies is a bit like being hit with a flower. It’s shock­ing when the dips hap­pen, but they real­ly don’t hurt that much in the long term. Here’s the twelve month view of the AORD. Not much to com­plain about since the start of Novem­ber.

PORTFOLIO UPDATES

As a group, our four Light port­fo­lios are still track­ing at a lit­tle less than half of the STW since incep­tion (Feb 2022). QAV is a long-term strat­e­gy, and that entails some years where we out­per­form, and some where we under­per­form. Our five-year old QAV port­fo­lio is still doing dou­ble the STW and we expect these to as well.

SELLS

BUYS

CURRENT HOLDINGS

** Please remem­ber to review our Buy­ing Guide­lines to under­stand which cap bands you should be look­ing at and oth­er impor­tant con­sid­er­a­tions. 

DISCLOSURE 

In the inter­est of full dis­clo­sure, we would like to advise that, as of the date of this email, the QAV team cur­rent­ly hold these stocks in their per­son­al port­fo­lios:

ADH ALD ANZ BOQ DTL EHE FHE FPR GNC MMS QBE RMS SSM SUL VUK WAM WGX GEM OML

Please note that our per­son­al hold­ings might not include the stocks we rec­om­mend in QAV Light. This is because we already have full port­fo­lios (15–20 stocks) and can only add new stocks if we have to sell some­thing. 
If you’re inter­est­ed in learn­ing more, please review our trad­ing and dis­clo­sure pol­i­cy.

FOR NEW MEMBERS

If you’re new to QAV Light, here’s a quick reminder on how it works. 

1. We send you an email every Mon­day advis­ing which stocks we are adding to our Light port­fo­lio.
2. You can copy our trades, but please remem­ber to review our Trad­ing Guide­lines to under­stand which cap you should be look­ing at and oth­er impor­tant con­sid­er­a­tions. And con­sult a finan­cial plan­ner before mak­ing any deci­sions.
3. We don’t rec­om­mend that you add stocks which are already in our port­fo­lio. Their posi­tion on our buy list might have changed since we rec­om­mend­ed them. Just start with the stocks rec­om­mend­ed after you become a mem­ber.
4. If one of the stocks we add breach­es one of our sell con­di­tions, we will sell it from our port­fo­lio and you’ll get an email advis­ing of the trade. Again, you can copy our trades, but seek finan­cial advice before mak­ing any deci­sions. And please check your Rule #1 price (see Trad­ing Guide­lines).
5. If you come across any QAV ter­mi­nol­o­gy that you don’t under­stand (eg Rule 1, 3PTL, Pos­si­bles, etc), please review our ter­mi­nol­o­gy guide or just email us for clar­i­fi­ca­tion.

That’s it for today! 

If we decide to buy or sell some­thing, we’ll let you know. 

Got a ques­tion? 
[email protected]