Happy Monday, Light Brigade!
I hope you had a great weekend. Mine consisted of kung fu, taking Fox to the pool and a Pokemon tournament and I listened to a lot of Marianne Faithfull, who passed away late last week.
Anyway… let’s see where things are at with our Light portfolios this week!
All the best,
Cameron
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PORTFOLIO UPDATE
In the last week, the Light Group of portfolios were +1.34% vs the index which was ‑0.6%.
The best performers for the week were MAH (+11%) and FND (+8%). The worst were WGX (-13%) and QAN (-3%).
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SELLS
THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.
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BUYS
THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.
CURRENT HOLDINGS & HISTORICAL TRADES
THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.
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** 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?
[email protected]
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And here’s my video of the week.
Here’s Marianne Faithfull performing SISTER MORPHINE live.

Both companies on the buy list were provided in recent weeks.
Are there no other companies available off the buy list.
Should I look to take companies from the current holdings list if I am looking to build my portfolio.