QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Weekly Update 2023-08-29

Aug 29, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. A bit of a crazy week. Com­pa­nies post­ing great results get­ting pun­ished, etc. Can’t wait for report­ing sea­son to be over!  Let’s have a look at the port­fo­lio. QAV PORTFOLIO REPORT INCEPTION REPORT  We’re still out­per­form­ing the STW…

QAV Light Weekly Update #81

Aug 28, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to our new sub­scribers!  The mar­ket has been a bit of a hor­ror show in the last week. Thank Cthul­hu that Report­ing Sea­son is near­ly over! It’s been a weird one. Com­pa­nies who deliv­er ter­rif­ic…

Returns For Major Asset Classes 1998 — 2017

Aug 24, 2023 |

Just a handy ref­er­ence when think­ing about what kinds of returns have been his­tor­i­cal­ly avail­able through the var­i­ous asset class­es. Aus­tralian shares have returned about 9.1% p.a., com­pared to Aus­tralian prop­er­ty which has returned about 9.4% p.a.

QAV Weekly Update 2023-08-22

Aug 22, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The AORD slipped last Wednes­day, prob­a­bly because it ate a dodgy Dag­wood Dog at the EKKA in Bris­bane (or Chi­na slow­down, US infla­tion, pick one), and nev­er recov­ered.  Let’s have a look at the port­fo­lio. QAV PORTFOLIO REPORT…

Warren Buffett’s Wisdom: Why Less Motion Equals More Returns

Warren Buffett’s Wisdom: Why Less Motion Equals More Returns

Aug 21, 2023 |

At the Wing Chun kung fu school my fam­i­ly and I are part of, there is a com­mon say­ing: “Motion is lotion”. When­ev­er my mus­cles, joints, bones and ego are sore after one of our spar­ring ses­sions, our Sifu will tell me that some gen­tle exer­cise should help.  Mov­ing…

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