And welcome to all of our new members.
Market This Week (S&P 500)
The Market’s had a solid week, despite all of the uncertainty around the U.S. economy. The optimism is bizarre. But we make hay while the sun shines.
All the best,
Cameron
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PORTFOLIO UPDATE
All Time
Since inception (Sep 2023), our portfolio is +5.35% vs the S&P 500 +2.91%.
Last 30 Days
We’re sitting pretty at around +7% for the month while the benchmark managed about +5%. Not a massive gap but we’ll take the extra couple of percentage points any day of the week.
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SELLS
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Register for your 14-day free QAV Club trial here.
If you're already a QAV Club member and seeing this message, please login via the top menu.
If you're a QAV Light member who wants to upgrade to QAV Club, go to your Account page (see Footer) and upgrade from there.
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BUYS
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Register for your 14-day free QAV Club trial here.
If you're already a QAV Club member and seeing this message, please login via the top menu.
If you're a QAV Light member who wants to upgrade to QAV Club, go to your Account page (see Footer) and upgrade from there.
Previous Pulled Porks
Here’s the performance of the “pulled porks” (eg deep dives) we’ve done on the show in the past.
This section is for QAV Club Members only.
Register for your 14-day free QAV Club trial here.
If you're already a QAV Club member and seeing this message, please login via the top menu.
If you're a QAV Light member who wants to upgrade to QAV Club, go to your Account page (see Footer) and upgrade from there.
And here’s my TikTok of the week.
@qavinvesting Despite Trump's policies, Middle East conflicts, higher interest rates, and supply chain issues, markets are near record highs. It makes no sense. markets investing ASX geopolitics
♬ original sound - QAV Investing - QAV Investing
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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