QAV Light Weekly Update #165

Hap­py Mon­day, Light Brigade!

I hope you had a great week­end. I’m up in Bundy for the week, vis­it­ing my mum and tak­ing Fox to the beach.

It’s going to be a rocky week, so buck­le up. And remem­ber, we have a sys­tem to help us nav­i­gate times like this.

All the best,
Cameron

——————-

PORTFOLIO UPDATE

Nice work, Trump and MAGA vot­ers.

In the last week (includ­ing this morn­ing’s fall), the Light Group of port­fo­lios are ‑9.7% vs the index which is ‑8%.

The best per­form­ers for last week were JYC and RMS, both up around 4–5%. The worst were AMI (-15%) and BPT (-13%).

Since incep­tion, the LIGHT GROUP is + 3.9% p.a., vs the index +5.2%.

For the cur­rent FY, the LIGHT GROUP is +0% p.a. ver­sus the index ‑4% p.a.

For ref­er­ence — an hour ago it looks like this! 

——————-

SELLS

——————-

BUYS

CURRENT HOLDINGS & HISTORICAL TRADES

——————-

** 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]

——————-

And here’s my video of the week.

We’ll all need some cheer­ing up this week, so I high­ly rec­om­mend going to see THE MINECRAFT MOVIE (espe­cial­ly if you have kids who do or did play Minecraft, it’s a hoot) and I’m so look­ing for­ward to the new NAKED GUN reboot.