QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Portfolio Outperforms ASX 200

Dec 6, 2021 | ,

Despite the recent chop­pi­ness, our port­fo­lio con­tin­ues to sub­stan­tial­ly out­per­form the ASX 200 since incep­tion (29% to 8%). That’s the pow­er of a hav­ing a sys­tem to fol­low dur­ing good times and bad.  In real terms, our port­fo­lio is up 50% since we start­ed it a lit­tle…

QAV S04E48 — Get Back Omicron

QAV S04E48 — Get Back Omicron

Dec 1, 2021 | , ,

This week we talk about the market’s reac­tion to Omi­cron, the new AF work­sheet, builders col­laps­ing, Howard Mark’s lat­est memo, new sells, our top stocks of last week, our stocks picks for this week and whether or not we should go to cash in the cur­rent mar­ket and wait for things to improve.

In the club edi­tion, we also talk about why we’re not buy­ing into ETFs and LICs, what TK thinks about swap­ping win­ners for some­thing that is on the buy list, and if we should sell any share that has a 10% drop at any time, regard­less of buy price.

And, of course, The Bea­t­les.

Transcript #447

Nov 30, 2021 | ,

Tran­script for QAV #447  Cameron [00:00:07] Here ek e are! No, I shouldn’t say, I start the pod­cast the same way every time. I’m going to do some­thing dif­fer­ent this time, just get into it. No wel­come back, none of that. This is it, we’re talk­ing. How are you, Tony? …

QAV S04E47 — Xi Is Listening

QAV S04E47 — Xi Is Listening

Nov 25, 2021 | , ,

This week: miss­ing the SUN sell; New Bret­ta­la­tor ver­sion; keep­ing an eye on the sell lines for the stocks of the week; the three fin­gers of the econ­o­my; the MQG SPP; the WAF SPP; Top 3 Dum­my Port­fo­lio stocks for the week; NAB is removed from the Buy list; SA enquiry into Kan­ga­roo Island port; CCP and STO fessed up to Job Keep­er; BPT CEO resigns sud­den­ly; Why did FMG rise when Iron Ore dropped; GAP price drop after fore­cast­ing a loss for the half; Stocks Of The Week — ATP & SUL.

In the Club: is it best to buy from the top of the list or with new entries; the psy­chol­o­gy of buy­ing shares at all time highs; and avoid­ing get­ting lost in the micro weeds.

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