QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Buy List 2023-07-10

Jul 10, 2023 | ,

Hap­py Mon­day, Qavvers! Let us pray to the mar­ket gods, old and new, for a bet­ter week. FWIW, the AFR is pre­dict­ing a good day. Here’s our buy list for this week. Please note that Gold USD is a buy, but that does­n’t help us much, apart from it being a lead­ing indi­ca­tor…

The Elasticity of Markets

The Elasticity of Markets

Jul 6, 2023 |

Under­stand­ing the ‘Rub­ber Band’ Phe­nom­e­non with regards to invest­ing in the stock mar­ket.

QAV #627 — Rubberband

QAV #627 — Rubberband

Jul 5, 2023 | , ,

It’s the end of FY23 and we reveal the QAV port­fo­lio per­for­mance as well as our per­son­al port­fo­lio per­for­mance and dis­cuss the per­for­mance of some QAV Club mem­bers. We also take a ques­tion from Alex about how young peo­ple might get start­ed in invest­ing, dis­cuss the Dogs of the Dow, a pulled pork on URW, and poten­tial changes to Rule 1.

Weathering the Financial Storm

Jul 4, 2023 |

Would you sell your home if prices dropped by 10%? If not, then you prob­a­bly should­n’t sell your share port­fo­lio, either.

QAV Weekly Update 2023-07-04

Jul 4, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The AORD rebound­ed last week, like Ali get­ting back up after Smokin’ Joe Fra­zier knocked him down in round 15 of their 1971 bat­tle.  Let’s have a look at the port­fo­lio. QAV PORTFOLIO REPORT INCEPTION REPORT  We’re still…

QAV Light Weekly Update #73

Jul 3, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to all of our new sub­scribers!  The AORD rebound­ed again last week and the AFR is pre­dict­ing a good start to this week as well.    Light Port­fo­lio Group Results  As a group, our…

QAV #626 — Is Investing Just Luck?

QAV #626 — Is Investing Just Luck?

Jun 28, 2023 | , ,

On this week’s episode: Tin is a buy, which makes MLX (the sub­ject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clar­i­fy Steve Mabb’s thoughts on using Betashares Aus­tralian High Inter­est Cash ETF (AAA) to park our cash and agree it’s worth a try. Arti­fi­cial intel­li­gence pow­ers US shares into a bull mar­ket, but will it help the AORD? Tony con­tin­ues to crit­i­cise the RBA’s use of inter­est rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yes­ter­day — we don’t know why, but dis­cuss whether or not there are any Rule 1 fudges.

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