And a big wel­come to all of our new mem­bers.

Market This Week (All Ordinaries)

The All Ords had a decent week, up about 0.6% despite some chop­py trad­ing in the mid­dle. It dipped again this morn­ing but then quick­ly recov­ered.

All the best,
Cameron

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PORTFOLIO UPDATE

All Time

We’re smash­ing the bench­mark here — our QAV port­fo­lio is sit­ting at ~20% while the ASX 200 is ~11% . Rough­ly dou­ble mar­ket, as Pope Tony intend­ed.

Financial Year to Date

We’re absolute­ly smash­ing it this finan­cial year — our QAV port­fo­lio is sit­ting pret­ty at about 28% while the ASX 200 bench­mark is around 8%.

Last 30 Days

Our QAV Light port­fo­lio hit 8% over the last month while the ASX 200 lagged slight­ly behind at 6%.

Last 12 Months

We’re sit­ting pret­ty at +37.31%  while the ASX 200 man­aged a still-healthy +19.12% over the past 12 months, so we’re lead­ing the bench­mark by about 18 per­cent­age points.

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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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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. And con­sult a finan­cial plan­ner before mak­ing any deci­sions.
3. We don’t rec­om­mend that you add stocks which are already in our port­fo­lio.
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.
5. If you come across any QAV ter­mi­nol­o­gy that you don’t under­stand, 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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