Light Trades 2023-12-29

Well, that’s it for anoth­er year! It’s been anoth­er chop­py one, but that’s life in the mar­kets.

BTW, I’m aware of some prob­lems with our web­site at the moment, includ­ing the abil­i­ty to sign up for a new account or upgrade an old account. If you can’t reach a page on the site or have any prob­lems, please email me — [email protected]. I’ve asked our IT team to look at it but they are on skele­ton staffing and may not get to it quick­ly. 

All of our cap­i­tal is invest­ed and we have noth­ing to sell today, but as always, I want to pro­vide some options for peo­ple who have only recent­ly joined us and are still try­ing to build their port­fo­lios.

I’ll add the new stocks (see below) to our “Pos­si­ble” port­fo­lio, which does­n’t go towards our offi­cial report­ing, but is used as a catch-all for sit­u­a­tions like this. I’ll track them as I do our oth­er stocks and advise you as usu­al if they need to be sold. 

The AORD is hav­ing a pret­ty good fin­ish to the year. It’s down a bit today, but is fin­ish­ing at a 52 week high, still slight­ly below its all-time high.

SELLS

FREE WEBINAR

I’ll be doing a webi­nar in a few weeks. 

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BUYS

CURRENT HOLDINGS

** Please remem­ber to review our Buy­ing Guide­lines to under­stand which cap bands you should be look­ing at and oth­er impor­tant con­sid­er­a­tions. 

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:

ALD ANZ DTL EHE FHE FPR MMS PRU QBE RMS SSM SUL VUK WAM WGX AMC BSL 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 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]