QAV Light Weekly Update #199

Hap­py Mon­day, Light Brigade!

I hope you had a great week­end.

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

By the way — I’d still love to get some tes­ti­mo­ni­als from mem­bers about their QAV Light expe­ri­ence that I can use anony­mous­ly in our mar­ket­ing. If you’re will­ing to write a para­graph, please shoot me an email. Thanks!

All the best,
Cameron

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PORTFOLIO UPDATE

In the last 30 days, the Light Group of port­fo­lios were +0.48% vs the index which was ‑2%.

The most impres­sive returns for the last 30 days were from WGN (+30%) fol­lowed close­ly by CLV (+27%).

Since incep­tionc (Feb 2022), the Light port­fo­lios as a group are +21% p.a. vs the index +10%. So we’re achiev­ing dou­ble mar­ket, which is our long-term objec­tive.

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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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