QAV Light Weekly Update #79

Hel­lo QAV Light Brigade

It’s Mon­day and this is my week­ly report. Wel­come to our new sub­scribers! 

The mar­ket had a rea­son­able week despite a rocky start. 

In the last week our porto­fo­lio was slight­ly up. 

Top per­form­ers were VVA (+11.54%) and DUR (+10.66%). Worst per­form­ers were IGL (-6.75%) and WSI (-4.88%). 

NEW FREE WEBINARS

I’m going to start run­ning week­ly webi­na­rs on Thurs­day nights (8pm Bris­bane time) over Zoom again. These will be an oppor­tu­ni­ty for every­one inter­est­ed in val­ue invest­ing, whether you are new to QAV or an exist­ing QAV Club or Light mem­ber, to ask ques­tions and share learn­ings with each oth­er.

Click for the Reg­is­tra­tion Link for 17/8/23 webi­nar

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:

AFG CCP FHE FPR FMG GNC IGL JHG PLS QAN QBE RMS SGM VEA VUK WAM 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).
5. If you have any ques­tions about our ter­mi­nol­o­gy (eg “3PTL”, “Rule 1”, “Pos­si­bles”, etc), please first refer to our QAV Ter­mi­nol­o­gy page, and if you have fur­ther ques­tions, just email Cameron.

That’s it for today!

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