Stock Analysis

I did add WDS as a Light buy yes­ter­day, so you can read my analy­sis of it here.

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. Below is a link to the AU list — it just has the buy list (live and sta­t­ic ver­sions) vis­i­ble, but the oth­er sheets are there, just hid­den, so unhide them if you want them.

QAV AU SCORECARD 2025-06-08

 

Portfolios

AUSTRALIAN

7 Day Report: The AU Dum­my Port­fo­lio was +1.55% in the last week vs the bench­mark +0.85%.

FY report: We’re +19.5% pa vs 14.3% pa for the bench­mark.

Five Year Report: We are +16.3% pa vs the bench­mark +10.8% pa.

AMERICAN

Our U.S. port­fo­lio was +4.65% this week vs 1.18% for the S&P 500.

Our port­fo­lio is +28% for the Aus­tralian FY vs +10% for the S&P 500.

I haven’t trad­ed any­thing since 12/5.

Since incep­tion (Sep 2023), our port­fo­lio is +54% vs +35% for the S&P500.

 

 

STOCK NEWS AND UPDATES

No big news to report. 

 

LAST WEEK’S EPISODES