QAV Light Weekly Update #154

Hap­py Mon­day, Light Brigade!

I hope you all had a great week­end. I got in a few hours of kung fu, and tried unsuc­cess­ful­ly to put a new tyre on my bike. Tik­Tok got banned, went dark, and then came back online this morn­ing. What a clown show. 

Any­way… let’s see where things are at with our Light port­fo­lios today! 

All the best,
Cameron

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PORTFOLIO UPDATE

In the last week, the Light Group of port­fo­lios were +2.38% vs the index which was +1.92%.

The biggest win­ners for the week were FND (+17%! … but it’s had a tur­bu­lent few months) and SGLLV (+8%). The biggest losers were MYR (until we sold it) and MTO (-3.84%).

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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.

Tony and I are both HUGE fans of David Lynch, so I was very sad to hear of his pass­ing away on the week­end. In his mem­o­ry, here he is talk­ing about being cre­ative. Enjoy.