And a big welcome to all of our new members.
Before we get into the buys and sells for this week, let’s catch up on the market and how our portfolios have been doing.
Market This Week (All Ordinaries)
Aussie market had a solid week, up around 4.34% according to the chart. Started strong, stayed pretty steady through the middle of the week, then took a decent hit towards the end but still finished well in the green. It’s dropping again this morning after the Iran/US negotiations predictably failed and Trump has declared that, instead of opening the Strait, he’s going to make sure it stays closed. Right, whatever.

All the best,
Cameron
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PORTFOLIO UPDATE
All Time
Our QAV Light portfolio is absolutely smashing it — we’re sitting at +19.69% versus the ASX 200’s +10.72%, so we’re ~ double market. Pretty bloody good result.

Financial Year to Date
We’re up 27.42% versus the ASX 200’s measly 7.40% for the financial year. That’s a stonking 20 percentage point lead over the benchmark. That’s TRIPLE market… and then some.

Last 30 Days
We’re up 4.99% while the ASX 200 only managed 3.21%.

Last 12 Months
Our QAV Light portfolio is sitting pretty at +39.81% for the year, smashing the ASX 200 benchmark which managed +20.76% — so roughly double market.

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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.
And here’s my TikTok of the week.
@qavinvesting Cameron opens with blunt assessment of Trump’s worsening cognitive state while discussing the $300 million cost of recent Iran military operations. Tony breaks down the massive equipment losses. trump iran politics
♬ original sound — QAV Investing — QAV Investing
CURRENT HOLDINGS & HISTORICAL TRADES
THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.
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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. And consult a financial planner before making any decisions.
- We don’t recommend that you add stocks which are already in our portfolio.
- 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.
- If you come across any QAV terminology that you don’t understand, 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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