QAV S03E27 – LEVERAGE

We run the checklist over SFR, review Tony’s recent journal entries, and then answer your questions about capital gains tax, share consolidations, 3PTL lines, why TK was buying BPT, OFX’s cash situation, forsaking profit by waiting for sell line breaches, leveraging your home to buy shares, how the “Manually entered scores” tab works on the checklist, and whether or not TK has seen better/worse/same returns when his allocations allowed him to buy small/micro caps. We also review the EOFY positions for our dummy portfolio and TK’s portfolio.

TK Journal 2020-06-19

Hi Cam, I updated my Master QAV spreadsheet with a download from Stock Doctor today. Because of this, there were two new companies that hadn’t met the filter criteria before. As such, they need to be manually entered into the Manually Entered Scores tab. The companies...
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