QAV Club Weekly Update 2025-03-26

Stock Analysis

Again we haven’t done much trad­ing for the Light port­fo­lios recent­ly, but if you’re a Light or Club sub­scriber, you can check out our recent Invest­ment Report of TPG here.

Portfolios

The Dum­my Port­fo­lio was +2.3% in the last week, which tracked the bench­mark exact­ly, and we’re +14% pa for the FY (vs 6.8% pa for the bench­mark). No recent trad­ing has occurred.

The U.S. port­fo­lio was down slight­ly this week and is +35% for the FY (vs +5.5% for the S&P500).

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.

1. QAV AU SCORECARD 2025-03-24 — BOTH VERSIONS

As you’ll hear in the U.S. show this week (when I get around to pub­lish­ing it), we’ve dis­cov­ered a prob­lem with Stock­o­pe­di­a’s Price-Op Cash fig­ures, so I had to sell some­thing yes­ter­day and I’ll do a new buy list for it ASAP. 

QAVAU #811 — THINKING ABOUT IT

In Episode 811, Tony and Cameron explore the market’s recent volatil­i­ty and recov­ery, exam­in­ing key per­for­mances in both their Aus­tralian and US port­fo­lios. They dive deep into the curi­ous case of Ramelius Resources, dis­sect­ing the company’s recent series of announce­ments that puz­zled investors and raised ques­tions around trans­paren­cy and dis­clo­sure prac­tices. Oth­er high­lights include a robust dis­cus­sion on small caps ver­sus large caps in the con­text of pas­sive invest­ing impacts, strong results from Perseus Min­ing and Met­als X, and an analy­sis of Shape Australia’s promis­ing finan­cial posi­tion and future out­look. The episode wraps up with lis­ten­er ques­tions about port­fo­lio hedg­ing strate­gies and impli­ca­tions of the Ramelius and Spar­tan Resources merg­er.