Happy Monday, QAV America.

And welcome to our new members.

Well it’s a crazy day. The news of a deal over Hormuz has caused the oil price to drop and it has now become a three-point sell for us, which, for new members, means our rules trigger and we have to sell any stocks that derive most of their revenue from oil (this is because Tony has noticed that share prices tend to follow commodity prices). 

 Details below. 

Market This Week (S&P 500)

The S&P 500 had a decent week, climbing about 1.5% from Monday to Friday. Bit of a bumpy ride mid-week but finished strong near the highs.

S&P 500 5-day chart

 

All the best,
Cameron

 

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PORTFOLIO UPDATE

Loading live performance…

 

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SELLS

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.

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BUYS

 

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

🚀 SpaceX's IPO: Is it a viable investment or a 1,750-year wait? Or a complete joke. SpaceX Investment #valueinvesting

♬ 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.

  1. We send you an email every Monday advising which stocks we are adding to our Light portfolio.
  2. 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.
  3. 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.
  4. 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).
  5. 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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