Happy Tuesday, QAV America.
And welcome to all of our new members.
This is week 10 of the American version of QAV Light.
I was going to add the stock we profiled on this week’s podcast – BFH – until I double checked it yesterday and it was a Josephine (ie the price was sliding downwards). So I changed my mind and today I’ve bought the next stock on our buy list.
If you have any questions, shoot me an email.
All the best,
Cameron
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PORTFOLIO UPDATE
Since inception (22 December 2025) portfolio is -2.4% vs the benchmark which is +0.17%. CHRD is doing well but the portfolio is still cementing itself, which is typical in the early stages of building a new portfolio. It usually takes a year to get its sea legs.
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SELLS
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BUYS
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And here’s my TikTok of the week.
@qavinvesting AI fact-checking is wild! My 'DAVE' process uses multiple models, but even then, they argue. 🤯 How do you trust AI? #AI #Tech #FactCheck #Gemini #ChatGPT #DeepSeek
♬ original sound - QAV Investing - QAV Investing
** Please remember to review our Buying Guidelines to understand which cap bands you should be looking at and other important considerations.
DISCLOSURE
Please review our trading and disclosure policy.
FOR NEW MEMBERS
If you’re new to QAV Light, here’s a quick reminder on how it works.
- We send you an email every Monday advising which stocks we are adding to our Light portfolio.
- You can copy our trades, but please remember to review our Trading Guidelines to understand which cap you should be looking at and other important considerations. And consult a financial planner before making any decisions.
- We don’t recommend that you add stocks which are already in our portfolio. Their position on our buy list might have changed since we recommended them. Just start with the stocks recommended after you become a member.
- If one of the stocks we add breaches one of our sell conditions, we will sell it from our portfolio and you’ll get an email advising of the trade. Again, you can copy our trades, but seek financial advice before making any decisions. And please check your Rule #1 price (see Trading Guidelines).
- If you come across any QAV terminology that you don’t understand (eg Rule 1, 3PTL, Possibles, etc), please review our terminology guide or just email us for clarification.
That’s it for today!
If we decide to buy or sell something, we’ll let you know.
Got a question?
cameron@qavamerica.com
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