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QAV Light Weekly Update #213

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

Yep it’s crazy out there right now. Check out this oil chart.

 

And for new mem­bers, just remem­ber that QAV is a sys­tem that is designed to help us invest through all mar­ket cycles — up, down, side­ways, kan­ga­roo, jack­’o’lantern — we just keep fol­low­ing our rules. Sell when it tells us to sell, buy when it tells us to buy, and, most impor­tant­ly, just ignore the noise. Long-term QAV mem­bers know that the sys­tem works. Rocky times don’t last. Sys­tems do. 

Let’s see what’s going on with the port­fo­lio this week.

All the best,
Cameron

 

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PORTFOLIO UPDATE

In the last 30 days, the Light port­fo­lio was +1.86% vs the index which was +2.58%.

Our best return for the last 30 days was den­tal man­u­fac­tur­er SDI Lim­it­ed which is up 36%. As we men­tioned on the show last week, it’s under a takeover offer. We often find that com­pa­nies we assess as under­val­ued end up as tar­gets of acqui­si­tions. 

QAV LIGHT OUTPERFORMING THE MARKET

For the last 12 months, the Light port­fo­lio is +37% vs the index +15%.

 

 

Since incep­tion (Feb 2022), the Light port­fo­lio is +19% vs the index +10%, rough­ly dou­ble mar­ket, right where we should be.

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SELLS

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

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BUYS

 

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

And here’s my TikTok of the week.

CURRENT HOLDINGS & HISTORICAL TRADES

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

 

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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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