QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV S03E19 — Starting From Scratch
TK talks me through how to re-evaluate the watchlist when we are ready to buy something and then we answer your questions about the recently added Stock Doctor filters (SDMax, Financial Health Trend, etc), the GEAR buy last week, how much time Tony spends on his portfolio each day and the pros and cons of having a portfolio of only 10 stocks instead of 20.
TK Journal 2020-06-01
EPD is now a buy on the watchlist with a QAv score of 0.15 We may be catching the falling knife with this one, so I will be watching for a more significant uptrend. It is also quite a small stock, with only $13k traded per day.
TK Journal 2020-05-29
I am starting to Buy shares in Betashares Geared Australian Equity Fund (GEAR) today. — Still running through an end to end test of a new QAV spreadsheet. In doing so, found the following items to add to the journal: I have added a buy price alert in SD for IMA at…
TK Journal 2020-05-28
Good morning, there’s a new version of the watchlist, I have also started a new column to record if there is a qualified audit for this company in the last half results — No is good. — Cameron has made the decision to split the checklist into different versions rather…
TK Journal 2020-05-27
Both ECX and SSG reached their Buy prices yesterday. The updated watchlist including both of them as buys. — Version 3.5 of the QAV worksheet now contains TK’s current list of SD filters and the worksheet he exports them in to. I’ll update the QAV guide to reflect…
QAV S03E18 — St Anthony
Today “St Anthony” answers your questions, reveals the true cost of sending kids to private school, and explains how he approaches raising a wealthy child.
TK Journal 2020-05-25
During our recording this morning, we discussed ZIM and their “qualified audit”. Tony suggested I sell if the stock drops below $10.00 again. When I was editing this afternoon, I noticed it was down to $9.65, so I sold it. I added TRS to my personal portfolio (heads…
QAV S03E17 — Michael Dee, Pythagoras
Our guest this week is Michael Dee from Pythagoras Investing — www.PythagorasInvesting.com. His tool “predicts the timing of upcoming share events and their positive or negative price effects.”
TK Journal 2020-05-22
Hi Cam, I took the Scott Pape, Barefoot Investor table a few steps further to show what the returns would be using the QAV 19.5% compound rate instead of the 10% for the index. Jen suggested I also calculate something which I have talked about for a while, investing…