QAV Light Weekly Update #103

Hap­py Mon­day!

The AORD had a strong week. Accord­ing to this morn­ing’s AFR: “The Aus­tralian share­mar­ket is set to extend a five-ses­sion win­ning streak at the open of trad­ing, plac­ing the local bourse back with­in strik­ing dis­tance of its all-time high.”

PORTFOLIO UPDATES

Our port­fo­lios had a good week, slight­ly out­per­form­ing the bench­mark.

The big win­ners for the week were BIS (+8.79%), ERD (+8.28%), and MLX (+7.55%). 

The biggest los­er was SMR (-5.41%), but it’s up 58% since we bought it in one of our port­fo­lios (way back on 04/10/2022 in the 221 port­fo­lio), so we can’t com­plain. 

SELLS

FREE WEBINAR

I’ll be doing a free webi­nar on Tues­day, Feb 6, 8pm Bris­bane time.

Zoom link: https://us02web.zoom.us/j/5799199150

These are an oppor­tu­ni­ty for peo­ple to ask ques­tions about how QAV works. It does­n’t mat­ter if you’re a new lis­ten­er, a Light mem­ber or a full QAV Club mem­ber — every­one is wel­come and all ques­tions are valid. 

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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 WDS

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 (eg Rule 1, 3PTL, Pos­si­bles, etc), 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]