HOW TO BUILD A PORTFOLIO
To demonstrate how QAV works, we’ve been running a dummy (example) portfolio since the beginning of the podcast.
Our audience have been able to watch in real time what we’re buying and what we are selling. And you can see the entire transaction record below.
The goal of QAV is to perform, on average, roughly double the All Ords (or the SPDR S&P/ASX 200 ‘STW’) by running a relatively low risk and low effort strategy. By comparison, Warren Buffett has averaged a 19.8% annual compound growth over the last 60 years.
This is a list of all of the stocks we have owned over the duration of the portfolio and their respective performance.
It includes everything we have bought and sold, including the current holdings. Click the arrows on the left to see the details of each holding.
You can sort the list by using the “group by” buttons or column headings.
QAV VALUE INVESTING CHECKLIST
The core of QAV is our value investing checklist.
Nothing we do is based on “gut feeling” or “intuition”. Every buy and sell is determined by pre-established rules.
The QAV Checklist is the core of the system. It contains ~20 fundamental data points that we grab from publicly-available sources.
We then run some analysis over them to determine each stock’s “QAV Score”. Any stock which gets a final score higher than 0.1 goes on our buy list. When we have room in our portfolio (which we limit to 15-20 stocks), we buy the stock with the highest QAV score.
We only sell a stock if it breaches one of our strict sell conditions.
You can watch some videos about how it works.
QAV Club members get regular updates of our QAV Scorecard List and access to our Excel spreadsheet checklist so they can run their own evaluations.