TK Journal 2021-01-08

Tony’s first stock jour­nal for 2021!

Hi every­one,

I have changed the for­mu­la in the Mas­ter Spread­sheet that checks for a Bor­der­line Star Stock. In the past, the for­mu­la in Col­umn BJ award­ed Bor­der­line Star Growth Stocks a score of 1, it has been changed to 0.5.
The new for­mu­la reads as such: =IF(Q33=“Star Income Stock”,0.5,IF(Q33=“Star Growth Stock”,1,IF(Q33=“Borderline Star Stock”,0.5,IF(Q33=“Borderline Star Stock and Star Income Stock”,1,IF(Q33=“Star Growth Stock and Star Income Stock”,1.5,0)))))
The change is high­light­ed in bold above.

Changes to the Buy List are as fol­lows:

Com­mon­wealth Bank (CBA) is added as a Buy with a QAV score of 0.13

DWS Lim­it­ed (DWS) slips off the Buy List due to a share price increase.

Fortes­cue Met­als Group (FMG) slips off the Buy List after its strong run in share price.

Ishares S&P Mid­cap ETF (IJH) slips off the Buy List due to a share price increase.

Ikwezi Min­ings (IKW) returns to the Buy List with a QAV score of 0.19 fol­low­ing a reduc­tion in share price.

Story‑I Lim­it­ed (SRY) falls off the Buy List due to a share price increase. BTW, the price on the last Buy List was 0.11 cents per share. It now trades at 0.17 cps or a 55% increase.

There are updat­ed Buy and Watch lists in the Port­fo­lio Google Sheet.

Regards,
Tony