QAV Club Weekly Update 2025-03-18

Stock Analysis

We’ve haven’t done as much trad­ing for the Light port­fo­lios in the last week, but if you’re a Light or Club sub­scriber, you can check out our recent Invest­ment Report of HLS here.

Portfolios

The Dum­my Port­fo­lio was +3% in the last week, vs the bench­mark ‑0.18%, and we’re still +12% pa for the FY (vs 5% pa for the bench­mark). No recent trad­ing has occurred. 

The U.S. port­fo­lio has also recov­ered this week and is +38% for the FY (vs +3.6% for the S&P500).

So we’re doing 10x the S&P. Crazy times. 

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.

1. QAV AU SCORECARD 2025-03-18 — BOTH VERSIONS

2. QAV U.S. SCORECARD 2025-03-18

QAVAU #810 — THE QAV MAGNIFICENT 12

In this episode, we dis­sect the tur­bu­lent state of glob­al mar­kets, dis­cussing the recent sig­nif­i­cant declines in the US stock mar­ket and how these move­ments align with our invest­ment strat­e­gy. Tony empha­sizes the val­ue of stick­ing to dis­ci­plined invest­ing rules amidst mar­ket volatil­i­ty, focus­ing specif­i­cal­ly on the risks of emo­tion­al invest­ing. We go into our port­fo­lio results, dis­cuss con­tro­ver­sies around cor­po­rate gov­er­nance on the ASX, and a pulled pork on Super Retail Group’s (SUL) includ­ing their ongo­ing legal dis­trac­tions. Tony also pro­vides a brief look into the results of IVE Group (IGL), Helia Group (HLI) and West African Resources (WAF).