QAV Club Weekly Update 2024-12-10

QAV PORTFOLIO REPORT

The Stock Doc­tor Dum­my Port­fo­lio is per­form­ing well against the bench­mark over most time frames.

Navexa still haven’t sort­ed out the BOL sit­u­a­tion, so I can’t report the port­fo­lio per­for­mance again this week, but I doubt it has changed much. 

QAV STOCKOPEDIA DUMMY PORTFOLIO REPORTS

Over the last year we’ve been test­ing Stock­o­pe­dia as an alter­na­tive data source and have built a check­list around their data. Here’s how the port­fo­lios built on that check­list are per­form­ing:

QAV AU DUMMY

The AU port­fo­lio also has BOL in it, but I think Stock­o­pe­dia have adjust­ed it. They are report­ing our port­fo­lio up +15% since incep­tion (July 2023) which is the same as the bench­mark ASX 200. 

QAV US DUMMY

The U.S. Dum­my port­fo­lio is still going very well +89% pa since incep­tion (Sept 2023) vs the index +36% pa. 

BUY LIST

Each week we pro­duce a buy list based on our val­ue invest­ing sys­tem that we share with our QAV Club mem­bers. The intend­ed pri­ma­ry pur­pose of this buy list is for club mem­bers to use as a ref­er­ence for com­par­ing their own buy list. In the­o­ry, all of our buy lists should look pret­ty sim­i­lar each week.

As always, please check our work, DYOR, con­sult a finan­cial advi­sor before mak­ing any invest­ing deci­sions.

DOWNLOAD THE AU VALUE INVESTING BUY LIST (Club mem­bers only)

IMPORTANT NEWS AND UPDATES

LAST WEEK’S EPISODE

In this episode of QAV, I am joined by spe­cial co-host, QAV mem­ber Geoff Flem­ing. We dis­cuss the nature of invest­ing ver­sus gam­bling, with a par­tic­u­lar focus on Bit­coin, includ­ing my review of Antho­ny Scara­muc­ci’s new book on the top­ic. Geoff shares insights into his invest­ing jour­ney pre-QAV and post-QAV. I do a ‘Pulled Pork’ on Auswide Bank (ABA), analysing its recent per­for­mance, poten­tial merg­er with MyS­tate, and over­all health with­in the finan­cial sec­tor.