QAV Light Weekly Update #197

Hap­py Mon­day, Light Brigade!

I hope you had a great week­end.

Let’s see where the port­fo­lios are at this week!

All the best,
Cameron

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PORTFOLIO UPDATE

In the last 30 days, the Light Group of port­fo­lios were ‑0.03% vs the index which was ‑3.57%. 

SRG’s run as our best per­form­ing stock fol­low­ing its TAMS Acqui­si­tion has come to an end as some prof­it tak­ing has been going on. 

The most impres­sive returns for the month are now from ASG (+27%) fol­lowed close­ly by WGN (+26%). 

Since incep­tion, the Light port­fo­lios as a group are +19% p.a. vs the index +10%. So we’re almost achiev­ing dou­ble mar­ket, which is our long-term objec­tive. For those of you who have been with us since the begin­ning of QAV Light, con­grat­u­la­tions for stay­ing the course!

The old say­ing is “For­tune favours the bold” — the play­wright Ter­ence (c. 195‑c.159 BCE) used some­thing like for­tis for­tu­na adi­u­vat in his play Phormio. 

But I think in invest­ing, For­tune favours the patient and the dis­ci­plined. 

For the cur­rent cal­en­dar year, the Light port­fo­lios as a group are +32% p.a. vs the index +9%.

Of course, I’m sure there will be rocky times in the future. There always are. But we’ll just con­tin­ue to stick to our method and stay dis­ci­plined. 

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SELLS

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BUYS

And here’s my TikTok of the week.

CURRENT HOLDINGS & HISTORICAL TRADES

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

DISCLOSURE 

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]

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