QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV Portfolio Update Sept 2020
September was a strong month for our portfolio. It went up 4.28% versus the All Ords which went down 3.43%. Since inception (Sept 2019) we’re beating the XAOA by 17.70%, with our low-risk, low-effort strategy. It’s a positive start for the first month of our second…
QAV S03E45 — Profit Taking Swill
This week we discuss whether or not high levels of director ownership is good or bad; how Tony manages his portfolio allocation; broker commissions, CRN, HJPN, LAU, and the SAR and NST merger, and more!
TK Journal 2020-10-12
I downloaded a new data dump last Friday afternoon. The following are additions to my spreadsheet: I added Intra Energy Corporation (IEC) to the Manually Entered Data tab. I also added Ikwezi Minings (IKW) and Pengana Private Equity Trust (PE1). I added the following…
Don’t Jump Off The Cliff
Here’s a great article about fellow Queenslander and value investor Tobias Carlisle from Acquirers Funds. He was a guest on this podcast back in July 2020.
TK Journal 2020-10-06
I downloaded a new filter from Stock Doctor today and ran it through the QAV Master spreadsheet. There are a few things to note: An ETF, called ETFS ROBO Global Robotics Automation ETF (ROBO) scored well on the checklist and almost became a buy with a QAV score of…
QAV S03E44 — Upwardly Volatile
This week we talk about why volatility and risk are not the same thing and why we embrace volatility in our portfolio. We also discuss how the ATO treats “investors” versus “traders”, the HAW dividend / capital return, and more!
QAV S03E43 — Superhero(s)
Lots of talk this week about the new trading app Superhero, how to use Stock Doctor’s Relative Strength Indicator, how franking credits work, whether or not Tony waits for an uptick before buying a stock, fudging the covid cough, borrowing funds to invest, and much more.
Tony on ASA Podcast
Thanks to Phil Muscatello for having Tony on his latest ASA (Australian Shareholders Association) podcast! It’s always good to hear Tony talking with someone other than me. They ask smarter questions!
TK Journal 2020-09-24
I ran a Stock Doctor download today. Grand Gulf Energy (GGE) appeared for the first time in our download and so was added to the Manually Entered Data sheet. Note, that it is hardly worth mentioning this company as its average daily traded amount is $108. Also, there…