Stock Analysis

I did add QAN 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 2025-06-30

Portfolios

AUSTRALIAN

7 Day Report: The AU Dum­my Port­fo­lio was +3.91% in the last week vs the bench­mark ‑0.77%.

EOFY report: We fin­ished +19.87% vs STW +13.61% — so we did rough­ly 50% bet­ter than the index. 

Five Year Report: We are +16.21% pa vs the bench­mark +11.66% pa.

AMERICAN

Our U.S. port­fo­lio for the last 30 days was +6.5% vs 4.96% for the S&P500.

For the last 12 months, the port­fo­lio is +28%  vs the S&P500 +13%.

I still haven’t trad­ed any­thing since 12/5.

Since incep­tion (Sep 2023), our port­fo­lio is +56% vs the S&P500 +39%.

STOCK NEWS AND UPDATES

On the com­modi­ties front, this week’s buy list had the fol­low­ing changes: 

• Gold is now a Josephine
• Crude Oil is now a Josephine
• Alu­mini­um is now a Buy
• Zinc is now a Josephine
• Mag­ne­sium is now a Josephine
• Wheat is now a Josephine
• Lithi­um is now a Buy

LAST WEEK’S EPISODES

QAV America 11 – The Tesla of Oil Rigs