Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers. Well you did­n’t need to be Nos­tradamus to pre­dict Trump’s deal with Iran would fall apart pret­ty quick­ly, but even I did­n’t expect it to hap­pen with­in days. With the news today that Iran has closed the Strait of Hor­muz again already… it’s going to be anoth­er inter­est­ing week! 

Market Last Week (All Ordinaries)

Rough week for the Aussie mar­ket — the All Ords dropped around 0.88% and you can see it had a pret­ty sharp sell-off going into the 19th after look­ing decent mid-week.

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 up 21.59% against the ASX 200’s 10.24%, which puts us just over dou­ble what the mar­ket has returned. 

Drill down into the wid­get above to see how we are per­form­ing over dif­fer­ent time­frames, or vis­it our live port­fo­lio page.

 

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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

🚀 SpaceX’s IPO: Is it a viable invest­ment or a 1,750-year wait? Or a com­plete joke. SpaceX Invest­ment #val­uein­vest­ing

♬ 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 0071

Got a ques­tion?
[email protected]

 

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Secret Link