Hel­lo QAV Light Brigade

It’s anoth­er Mon­day and this is my week­ly report.

It was a rel­a­tive­ly pos­i­tive week on the AORD which is feel­ing perky this morn­ing for some rea­son. 

PORTFOLIO UPDATES

I feel like post­ing these every week is a lit­tle redun­dant, so from now on (unless I have a lot of com­plaints), I’ll update them once a month, let’s say the first week of the month? If, for some rea­son, you think that’s a real­ly stu­pid idea (it would­n’t be the first time I’ve had a stu­pid idea), then please let me know why. 

To clar­i­fy — I’m only talk­ing about updat­ing the port­fo­lio reports once a month. The updates on our trad­ing will still hap­pen on the same day we trade some­thing. 

BUYS

DISCLOSURE

In the inter­est of full dis­clo­sure, we would like to advise that, as of the date of this email, the QAV team cur­rent­ly hold these stocks in their per­son­al port­fo­lios:

CGF FHE GRR HLI IGL JHG MQG NHC NWH OML QAN QBE RRL S32 SGM WAM WDS WHC

Please note that our per­son­al hold­ings might not include the stocks we rec­om­mend in QAV Light. This is because we already have full port­fo­lios (15–20 stocks) and can only add new stocks if we have to sell some­thing.

If you’re inter­est­ed in learn­ing more, 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).

That’s it for today!

If we decide to buy or sell some­thing, we’ll let you know.