QAV America Light Update #15

Happy Monday, QAV America.

And welcome to all of our new members.

Market This Week (S&P 500)

The S&P 500 declined 1.67% over the five-day period, closing at 6,368.85 points on March 27th. Trump’s adventures in Iran are wreaking havoc on the global ec0nomy and nobody knows what the future holds. 

Luckily, QAV is designed to handle volatility, so let’s see what we have to do this week. 

All the best,
Cameron

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PORTFOLIO UPDATE

All Time

The QAV America Light portfolio has delivered positive returns of approximately +2% since inception, while the benchmark has declined to around -8%, creating a performance gap of roughly 10 percentage points in favor of the QAV strategy. Both lines tracked relatively close together through February, with the QAV portfolio maintaining a slight edge, but the divergence became more pronounced in March as the benchmark declined sharply while QAV held its gains. The portfolio has demonstrated defensive characteristics during this period, avoiding the benchmark’s recent weakness while generating modest positive returns.

Last 30 Days

Over the past month, the QAV America Light portfolio has delivered solid outperformance with returns of +5%, while the S&P 500 Index declined -9%. The portfolio has shown consistent upward momentum throughout March, particularly accelerating in the final week, whereas the benchmark has steadily declined from its February highs. This represents a performance gap of nearly 14 percentage points in favor of the QAV strategy during this timeframe.

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SELLS

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BUYS

And here’s my TikTok of the week.

** 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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