QAV S04E01 – The Fudge Slope

In our first episode of 2021, we review our portfolio’s CY20 performance; margin loan rates; What TK does on a daily/weekly basis for managing his portfolio; relative QAV performance of large vs mid vs small cap companies; the ‘minimum’ amount of stock someone just getting started should buy; fudging ECX and VUK; whether or not we should rebalance every so often; Tony’s views on CSL; the recent drop in the prices of some gold miners; understanding the formula in column BK of the master checklist; why companies can have a quality score of >100%; and Stock Doctor problems regarding reporting of director holdings.

TK Journal 2020-11-26

Eclipx (ECX) reported recently and it’s new figures are now in Stock Doctor, so I decided to run a new download. ECX remains on the buy list with a QAV score 0.49. 8IH reported new figures as well and has returned to the Buy List with a QAV score of 0.12. Betashares...

QAV S03E39 – THE HIGHEST PEAK

Tony refines what he means by “the highest peak”; Steve Mabb explains his recent 3PTL experiment; how Tony would invest an influx of cash; selling GEAR and buying ECX; and running through TK’s journal entries for the week. In overtime we discuss Japanese knives, David Lee Roth, Charlie Brown, Kill Bill and other stuff unrelated to investing.

TK Journal 2020-07-21

I am starting to buy Aurelia Metals (AMI) for my own account. _______________________________________________________________________________________________________ There were a couple of articles today in the AFR about QAV Buy list companies. 1. TRS Morgan Stanley...

TK Journal 2020-06-22

I have finished buying Eclipx (ECX) and have started buying Champion Iron (CIA) for my own account. Note, that I bypassed buying shares in GGUS which was next on the watchlist. GGUS is the Betashares geared US market ETF. I did this because I already bought shares in...
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