Stock Analysis

I did an analy­sis of ERD last week, which you can read here. 

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.

Below is a link to the AU list. 

QAV Val­ue Invest­ing Buy Lists 2025-08-04

*NB — there were errors in the orig­i­nal ver­sion I post­ed to the forums yes­ter­day, so please down­load the lat­est ver­sion if you haven’t already. Sor­ry about that. 

Portfolios

AUSTRALIAN

Month­ly Report: The AU Dum­my Port­fo­lio was +4.98% in July vs the bench­mark +2.3%.

Five Year Report: We are +16% pa vs the bench­mark +11% pa.

I had to sell BOL last week. I haven’t had a chance to replace it yet but will look for some­thing when I get a chance today or tomor­row. 

AMERICAN

Our U.S. port­fo­lio for the last 30 days was ‑1% vs +1% for the S&P500.

For the last 12 months, the port­fo­lio is +19%  vs the S&P500 +18%.

I sold ENIC last week and replaced it with GTN. 

Since incep­tion (Sep 2023), our port­fo­lio is +56% vs the S&P500 +42%.

STOCK NEWS AND UPDATES

On the com­modi­ties front, this week’s buy list had the fol­low­ing changes.

THIS WEEK’S EPISODES