QAV Club Weekly Update 2024-11-05

STOCK ANALYSIS REPORTS

Over the last week we’ve pub­lished stock analy­sis reports on the fol­low­ing stocks:

• CCP
• VVA 

QAV PORTFOLIO REPORT

The Stock Doc­tor Dum­my Port­fo­lio is per­form­ing well against the bench­mark over most time frames.

SINCE INCEPTION

Since incep­tion (Sept 2019), our port­fo­lio is +16.7% pa vs the STW bench­mark which is +9% pa, so we’re doing rough­ly dou­ble mar­ket.

LAST 30 DAYS

For the last 30 days our port­fo­lio is +3.4% pa vs the STW +0.35% pa.

Over the last month our best per­form­ers have been MAH and CVL (both +20%) and our biggest under­per­former has been SUL (-20%).

RECENT TRADES

No trades in the last week. Our last sell was actu­al­ly 21/08/2024.

QAV STOCKOPEDIA DUMMY PORTFOLIO REPORTS

Over the last year we’ve been test­ing Stock­o­pe­dia as an alter­na­tive data source and have built a check­list around their data. Here’s how the port­fo­lios built on that check­list are per­form­ing:

QAV AU DUMMY

The AU port­fo­lio is +23% since incep­tion (July 2023) vs the index +17%. 

QAV US DUMMY

The U.S. Dum­my port­fo­lio is still going very well, +81% since incep­tion (Sept 2023) vs the index +31%. 

BUY LIST

Each week we pro­duce a buy list based on our val­ue invest­ing sys­tem that we share with our QAV Club mem­bers. The intend­ed pri­ma­ry pur­pose of this buy list is for club mem­bers to use as a ref­er­ence for com­par­ing their own buy list. In the­o­ry, all of our buy lists should look pret­ty sim­i­lar each week.

As always, please check our work, DYOR, con­sult a finan­cial advi­sor before mak­ing any invest­ing deci­sions.

DOWNLOAD THE AU VALUE INVESTING BUY LIST (Club mem­bers only)

LAST WEEK’S EPISODE

In the free ver­sion of episode 744 of the QAV pod­cast, Tony shares dis­cuss­es AMP’s recent per­for­mance and strate­gic restruc­tur­ing over the years, dig­ging into their finan­cials and mar­ket move­ments, high­light­ing growth areas and ongo­ing sim­pli­fi­ca­tion efforts. Then Cameron dis­cuss­es the con­cept of the Woo­zle Effect, its impli­ca­tions in invest­ing, and how mis­lead­ing data can shape mar­ket per­cep­tions.