QAV Club Weekly Update 2024-11-26

QAV PORTFOLIO REPORT

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

BOL is going through a 10:1 con­sol­i­da­tion at the moment which is play­ing hav­oc with the port­fo­lios, so I won’t both­er report­ing until that’s sort­ed out. Suf­fice to say, noth­ing much has changed. We’re still doing dou­ble mar­ket.

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 also has BOL in it, so it’s hard to report on at the moment. 

QAV US DUMMY

The U.S. Dum­my port­fo­lio is still going very well +95% pa since incep­tion (Sept 2023) vs the index +31% 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

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LAST WEEK’S EPISODE

In this episode of the QAV Val­ue Invest­ing pod­cast, we dis­cuss RSG’s recent set­tle­ment with the Malian gov­ern­ment, the acqui­si­tion of MWY, the volatile nature of the lithi­um mar­ket, adding accru­al account­ing to our check­list, and zom­bie com­pa­nies on the ASX 300.