QAV Light Weekly Update #215

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

Market This Week (All Ordinaries)

The mar­ket had a chal­leng­ing week, with the All Ordi­nar­ies declin­ing 1.88% over the five-day peri­od. Trump’s Iran adven­ture (not a war!) con­tin­ues to cre­ate mar­ket volatil­i­ty, and all we can do is ride it out, stick to our rules, don’t pan­ic, and remem­ber that this, too, will pass. 

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PORTFOLIO UPDATE

All Time

The QAV Light port­fo­lio (green line) has deliv­ered a total return of 18.45% p.a. com­pared to the bench­mark ASX 200’s 9.35%, rep­re­sent­ing a sol­id out­per­for­mance of approx­i­mate­ly 9 per­cent­age points. The QAV strat­e­gy has shown par­tic­u­lar­ly strong momen­tum in the lat­ter por­tion of the time­frame, pulling ahead of the bench­mark which has remained rel­a­tive­ly flat around the 10–12% range. The most notable diver­gence occurred in recent peri­ods where the QAV port­fo­lio surged to over 20% returns before set­tling at cur­rent lev­els, while the bench­mark has tracked side­ways.

Financial Year to Date

The QAV Light AU port­fo­lio has sig­nif­i­cant­ly out­per­formed the ASX 200 bench­mark through­out the finan­cial year to date, deliv­er­ing approx­i­mate­ly 18.8% returns com­pared to the bench­mark’s mod­est 2% gain. Both lines showed strong momen­tum through the mid­dle months before expe­ri­enc­ing some volatil­i­ty, with the QAV port­fo­lio reach­ing peaks above 30% before set­tling back to cur­rent lev­els. While both strate­gies have pulled back from their recent highs, the QAV port­fo­lio main­tains a sub­stan­tial per­for­mance advan­tage of rough­ly 16 per­cent­age points over the mar­ket bench­mark.

Last 30 Days

Over the past 30 days, the QAV Light AU port­fo­lio (green line) declined approx­i­mate­ly 10%, under­per­form­ing the ASX 200 bench­mark (blue line) which fell around 6%. Both invest­ments expe­ri­enced sig­nif­i­cant down­ward pres­sure through­out the peri­od, with the QAV port­fo­lio show­ing a par­tic­u­lar­ly steep drop in the final week. The bench­mark demon­strat­ed rel­a­tive­ly bet­ter resilience, main­tain­ing a more mod­est decline com­pared to the port­fo­lio’s sharp­er tra­jec­to­ry low­er.

Last 12 Months

Over the past 12 months, the QAV Light port­fo­lio (green line) has sig­nif­i­cant­ly out­per­formed the ASX 200 bench­mark (blue line), deliv­er­ing approx­i­mate­ly 26% returns com­pared to the bench­mark’s 11%. Both invest­ments start­ed the peri­od with some volatil­i­ty in the ear­ly months, but the QAV port­fo­lio began pulling away around the mid­dle of the time­frame and main­tained its strong out­per­for­mance through­out. The QAV port­fo­lio reached peaks above 40% dur­ing the year before set­tling back to cur­rent lev­els, while the bench­mark has remained rel­a­tive­ly steady in the 10–18% range for most of the peri­od.

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SELLS

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BUYS

And here’s my TikTok of the week.

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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