QAV S04E01 — The Fudge Slope

from QAV Investing Podcast (Free Edition) · host Cameron Reilly

In our first episode of 2021, we review our portfolio's CY20 performance; margin loan rates; What TK does on a daily/weekly basis for managing his portfolio; relative QAV performance of large vs mid vs small cap companies; the 'minimum' amount of stock someone just getting started should buy; fudging ECX and VUK; whether or not we should rebalance every so often; Tony’s views on CSL; the recent drop in the prices of some gold miners; understanding the formula in column BK of the master checklist; why companies can have a quality score of >100%; and Stock Doctor problems regarding reporting of director holdings.

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This episode is 33 minutes long.

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This episode was published on January 12, 2021.

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