Hap­py Mon­day, Light Brigade!

And a big wel­come to our new mem­bers.

Well it’s going to be a bit of a crazy week — with the news that Hor­muz might be open­ing up, crude oil has just become a sell and that’s trig­ger­ing sells in our port­fo­lio. But there’s not a lot of options on our buy list, so we might strug­gle to replace our oil stocks. Details below. 

Market This Week (All Ordinaries)

Sol­id week for the Aussie mar­ket with the All Ords climb­ing 1.70% over the five days. Had a bit of a wob­ble mid-week but fin­ished strong with that sharp ral­ly towards the end.

All Ordinaries 5-day chart

 

All the best,
Cameron

 

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PORTFOLIO UPDATE

Load­ing live per­for­mance…

All Time

Our QAV Light port­fo­lio is sit­ting at +18.97% while the ASX 200 bench­mark is at +10.19%, so we’re beat­ing the index by about 9 per­cent­age points, very close to dou­ble mar­ket per­for­mance, which mem­bers know is our long-term goal.

Drill down into our new wid­get if you want to see how we are per­form­ing over dif­fer­ent time­frames.  

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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.

And here’s my TikTok of the week.

@qavinvesting

As a val­ue investor, I like bor­ing. Bor­ing is beau­ti­ful. For­get AI, For­get cryp­to. Give me a bor­ing com­pa­ny that’s sol­id and mak­ing mon­ey and is going to be mak­ing mon­ey for a long time. This week we added a stock to our Amer­i­can port­fo­lio. It’s called North­rim Ban­Corp (NRIM), basi­cal­ly the bank of Alas­ka. NRIM val­uein­vest­ing invest­ing north­rim alas­ka

♬ orig­i­nal sound — QAV Invest­ing — QAV Invest­ing

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. 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.

Value Investing Quote 0021

Got a ques­tion?
[email protected]

 

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