QAV Light Weekly Update #181

Hap­py Mon­day, Light Brigade!

I hope you had a great week­end. Here’s my week­ly sum­ma­ry of our port­fo­lios and some­thing for new mem­bers to buy. 

All the best,
Cameron

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PORTFOLIO UPDATE

In the last week, the Light Group of port­fo­lios are +0.27% vs the index which was +0.41%. That’s as of 11:18 am this morn­ing as the mar­ket spiked a bit when it opened well this morn­ing. You can see the sum­ma­ry per­for­mance of the indi­vid­ual port­fo­lios below but that’s from Fri­day night, so does­n’t total­ly align with this morn­ing’s num­bers.

Since incep­tion, the Light port­fo­lios as a group are +11.53% p.a. vs the index +11.1%. On an indi­vid­ual port­fo­lio lev­el, 22.2 and 23.1 are out­per­form­ing the index, 22.3 is neck-and-neck, and 22.1 is under­per­form­ing. 

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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.

TK talk­ing about PRU on last week’s show. Are you fol­low­ing us on Tik­Tok?