Happy Monday, Light Brigade!
I hope you had a great weekend. I came down with a cold on Friday night, so I’ve been mostly just lying around feeling blergh. No kung fu, no bike ride. We did watch a bonkers Bollywood film, Ram Jaane, yesterday though. That was a lot of fun.
Anyway… let’s see where things are at with our Light portfolios this week!
All the best,
Cameron
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PORTFOLIO UPDATE
In the last week, the Light Group of portfolios were ‑1.24% vs the index which was ‑1.16%.
The best performers for the week were HLI (+25%) and PRN (+11%, one of last week’s worst performers). The worst were FND (-13.6%, one of last week’s best performers) and LAU (-12.8%).
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SELLS
THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.
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BUYS
THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.
CURRENT HOLDINGS & HISTORICAL TRADES
THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.
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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.
- We send you an email every Monday advising which stocks we are adding to our Light portfolio.
- 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.
- 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.
- 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).
- 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.
Laser cats!
