QAV Light Weekly Update #151

Last Mon­day of 2024!

Let’s see where things are at today.

All the best,
Cameron

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PORTFOLIO UPDATES

As a group, our four Light port­fo­lios were up slight­ly over the last week, +0.45%, com­pared to the bench­mark which was down ‑0.71%.

The best per­former for the week was GNP (+8%), and the worst was FND (-3%).

Since incep­tion (Feb 2022), the Light group is +8% pa, slight­ly low­er than the index (+9.68%).

I should point out that three out of our four Light port­fo­lios are beat­ing the index. It’s only the first port­fo­lio, 221, that we launched just as the mar­ket crashed in ear­ly 2022, that’s still strug­gling and is pulling the group results down. 

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SELLS

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BUYS

CURRENT HOLDINGS & HISTORICAL TRADES

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

DISCLOSURE 

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]

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And here’s my video of the week.

If, like Tony and I, you are a Twin Peaks fan, then this will hope­ful­ly bring you as much joy as it did for me this week.