by Cameron Reilly | Jul 24, 2024 | Blog, Investing Podcast, Podcast Episodes
In this episode of the QAV podcast, we look at recent news involving SGI, ATP, FGM, CVL, AX1 and a deep dive into ABB’s recent share price drop and business fundamentals. We discuss listener Conrad’s successful modification of the QAV investment system, which led to a 31.4% return in the last year and review some advice from O’Shaughnessy’s ‘What Works on Wall Street’ regarding consistency in investing. The after-hours segment includes discussions on examples of outstanding customer service, the benefits of rural call centers, and U.S. politics. We also chat about Tony’s recent golf win, film reviews of ‘Stingray’ (1976) and ‘The Assassination Bureau’ (1969), and recommend the music of The Jim Carroll Band and Grace Cummins and the Doctor Who site, stitchesintime.
by Cameron Reilly | Jul 23, 2024 | Blog
Hello QAVvers It’s been a pretty quiet week on the portfolio front. I’m still trying to avoid looking at the AORD, so let’s jump into the details. cheers Cam QAV PORTFOLIO REPORT The Dummy Portfolio is performing well against the benchmark over most...
by Cameron Reilly | Jul 22, 2024 | Blog, Weekly Scorecards
Happy Stockmarket. Here’s our buy list for this week. As always, please check our work, DYOR, consult a financial advisor before making any investing decisions. QAV Scorecard...
by Cameron Reilly | Jul 22, 2024 | Blog, Light, Light Portfolio Results
Here’s what we’re trading today.
by Cameron Reilly | Jul 17, 2024 | Blog, Investing Podcast, Podcast Episodes
In this episode of the QAV podcast, hosts Tony Kynaston and Cameron Reilly are discussing a record-high in the All Ordinaries index spurred by the ‘Trump bump’, Aussie Broadband’s sudden dive (ABB), portfolio results, more FY survey results, MLX’s bump, the Shipping Crisis, thoughts about integrating “Buyback Yield” into the checklist, and Tony breaks down the history and market stance of Elders Limited (ELD) in a detailed ‘pulled pork’ segment. They also explore the Apple Vision Pro’s new features and its future alongside immersive tech like Oculus Rift, then shift to the political scene with discussions on Trump’s influence on global conflicts. The conversations touch on AI, Elon Musk’s ventures like Neuralink and SpaceX, horse racing updates, book recommendations, and reviews of ‘Better Call Saul’ and Tom Cruise films.
by Cameron Reilly | Jul 16, 2024 | Blog
Hello QAVvers QAV PORTFOLIO REPORT The Dummy Portfolio is performing well against the benchmark over most time frames. SINCE INCEPTION (15/04/2019) Our portfolio is performing at a little below double market p.a. since inception (about 1.8x after about five...
