QAV Club Weekly Update 2024-11-12

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 +17% pa vs the STW bench­mark which is +9% pa, so we’re doing rough­ly dou­ble mar­ket.

THIS FY

For the cur­rent finan­cial year, our port­fo­lio is +14% pa vs the STW +8% pa.

Over the cur­rent finan­cial year our best per­form­ers have been CVL (+48%) and MAH (+32%) and our biggest under­per­former has been FPR (-16%).

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 +17% pa since incep­tion (July 2023) vs the index +12% pa. 

QAV US DUMMY

The U.S. Dum­my port­fo­lio is still going very well +95% pa since incep­tion (Sept 2023) vs the index +35% pa. 

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)

IMPORTANT NEWS AND UPDATES

RSG

Res­olute Min­ing con­firmed yes­ter­day that the Company’s CEO, Ter­ence Holo­han, and two oth­er employ­ees, have been detained in Mali by Gov­ern­ment Offi­cials. The share price plum­met­ed by 30%. We dis­cussed it on the show today (#746 — out tomor­row) and I decid­ed I’m hold­ing until more news is forth­com­ing. It’s sit­ting on its 3PTL line.

NAM

Namoi Cot­ton was delist­ed after it was acquired late Octo­ber. 

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LAST WEEK’S EPISODE

In the free ver­sion of episode 745 of the QAV pod­cast, we dis­cuss the RBA’s Cup Day meet­ing, TK does a ‘Pulled Pork’ on CCP’s recent per­for­mance.