QAV Club Weekly Update 2025-01-16

Stock Analysis 

We’ve done some trad­ing for the Light port­fo­lios recent­ly, so if you’re a Light or Club sub­scriber, you should check out the analy­sis of those stocks here. 

QAV PORTFOLIO REPORT

As you may have heard us dis­cuss on last week’s episode, the Stock Doc­tor Dum­my Port­fo­lio had a mid­dling CY24. It was up a lit­tle over 11% which made it a tie with the bench­mark. The DP’s upside came from a rough­ly equal split between div­i­dends and cap­i­tal growth. 

In terms of its per­for­mance over the last ~6 years, it’s per­form­ing well, 15% v 9%, which isn’t quite dou­ble mar­ket, it’s more like 1.7 times the mar­ket. See­ing as most pro­fes­sion­als strug­gle to match the mar­ket, while they’re doing it full-time and get­ting paid a zil­lion dol­lars in bon­sues, I’m pret­ty hap­py with 1.7. 

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 is neck and neck with the mar­ket. I think I might stop run­ning this one, actu­al­ly. It was only there to test its per­for­mance against the Stock Doc­tor port­fo­lio and I think it has proven itself. I’ll chat to TK about it. BTW, the big dip is relat­ed to the BOL con­sol­i­da­tion, which Stock­o­pe­dia haven’t fig­ure out how to chart for some rea­son. It does­n’t reflect the actu­al per­for­mance dur­ing that peri­od. 

QAV US DUMMY

The U.S. Dum­my port­fo­lio is still going very well +87% pa since incep­tion (Sept 2023) vs the index +33% 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 EPISODE

This week we’re talk­ing about com­modi­ties such as crude oil, cop­per, and lithi­um becom­ing buys again, Wall Street pre­dic­tions and the prac­ti­cal approach of focus­ing on qual­i­ty invest­ments and man­ag­ing risk. Tony shares analy­sis on sev­er­al stocks includ­ing NWH and MYR, dis­cussing red flags, and a pulled pork on HZN. Cameron dis­cussed his recent analy­sis on Rule 1 sell­ing and some news regard­ing FSF and GNP, plus an arti­cle from the AFR about Australia’s pri­vate sec­tor being in reces­sion. After Hours fea­tures reviews of films like ‘Civ­il War’ and the ‘Plan­et of the Apes’ series, along with the show ‘Black Snow’, and NVIDIA’s ground­break­ing announce­ments at CES.