QAV Light Weekly Update #202

Hap­py Mon­day, Light Brigade!

I hope you had a great week­end. With the hol­i­days com­ing up, the mar­ket will be closed Thurs­day and Fri­day this week, so if you’re going to do some trad­ing, make sure you get them in before then. 

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

All the best,
Cameron

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PORTFOLIO UPDATE

The mar­ket has had a good week. In the last 30 days, the Light Group of port­fo­lios were +4.8% vs the index which was +3/.1%.

Our most impres­sive return for the last 30 days is still EDU (+29%).

This CY, though, has been huge for our Light port­fo­lio. We’re +37% vs the index +12%. In oth­er words — TRIPLE MARKET. That’s what I call a good year. Of course, we know this kind of out-per­for­mance won’t last for­ev­er, but from my expe­ri­ence since we’ve been doing the pod­cast, a year like this gives our port­fo­lio enough buffer to weath­er the inevitable future bad cycle and still look good over the long-term. These are the years we wait for. It’s built into the QAV sys­tem. In a reg­u­lar five-year cycle, there will be a great year, a ter­ri­ble year, and a few okay years. Add them all up, and we do dou­ble mar­ket. That’s just the way it works. 

Since incep­tion (Feb 2022), the Light port­fo­lios as a group are +20% 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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