QAV Light Weekly Update #176

Hap­py Mon­day, Light Brigade!

I hope you had a great week­end. Here’s my week­ly sum­ma­ry of our port­fo­lios.

Obvi­ous­ly the new action by the Unit­ed States in Iran over the week­end will prob­a­bly have an impact on the mar­kets this week. The AFR pre­dicts the mar­ket will fall but oil and gold prices will rise… but what do they know? If they were so smart, they’d be mil­lion­aire investors, not jour­nal­ists. Let’s just do what we always do and play it day by day based on facts and data.

All the best,
Cameron

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PORTFOLIO UPDATE

In the last week, the Light Group of port­fo­lios are ‑1.94% vs the index which was ‑0.5%.

Yeah, AMI had a rough week. The mar­ket did­n’t like its fore­cast update at all. Short ver­sion: the update made it crys­tal-clear that the next two years are going to be a cash-soak while out­put bare­ly moves.  Traders fig­ured that out in about five min­utes and hit the sell but­ton. We hold two parcels of AMI. The old­est, bought 2/4/2024 @ $0.16, is still +32%. The oth­er, bought 04/03/2025 @ $0.21, is down 2%. So there’s noth­ing to do at the moment but sit and watch. 

For the cur­rent FY, the Light Group is +12.5% p.a. ver­sus the index which is +13.9% p.a. 

Since incep­tion, the Light Group is +9.71% p.a. vs the index +10.5%.

So we’ve dropped a lit­tle ver­sus the bench­mark this week. 

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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.

Any­one out there old enough to remem­ber Vic­tor Borge? My mum is stay­ing with us this week so I like to put his videos on because it takes us back to the 70s. Good times.