QAV Light Weekly Update — 25 May 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

I hope you all had a great week. Chris­sy and I watched BUGONIA on Net­flix yes­ter­day and real­ly enjoyed it. Weird film. I thought it was high­ly orig­i­nal — until I dis­cov­ered it was a remake of a 2003 film from South Korea. I guess that was the high­ly orig­i­nal film. Any­way, it was enjoy­able nonethe­less. In oth­er news, Fox did his Lev­el 4 wing chun kung fu grad­ing on Sat­ur­day, and did a great job, so we were very proud of him. He’s been study­ing for four years now and when he gets some size and mus­cle on him, he’s going to be dan­ger­ous.

Any­way… let’s get on with it.

Market This Week (All Ordinaries)

Look­ing at this 5‑day chart, the Aussie mar­ket had a pret­ty wild ride this week but man­aged to fin­ish up 1.62% despite that Wednes­day wob­ble.

All the best,
Cameron

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PORTFOLIO UPDATE

All Time

Our QAV Light port­fo­lio is sit­ting at 18.46% vs the bench­mark’s 9.87% — so we’re beat­ing the ASX 200 by about 8.5 per­cent­age points or dou­ble mar­ket.

Financial Year to Date

Our QAV Light port­fo­lio is sit­ting pret­ty at +26.07% for the finan­cial year, smash­ing the ASX 200 bench­mark which only man­aged +5.30%. We’re ahead by over 20 per­cent­age points — QUINTUPLE mar­ket.

Last 30 Days

Our QAV Light port­fo­lio fin­ished the month down about 1.8% while the ASX 200 bench­mark dropped 1.15%, so we lagged behind by rough­ly half a per­cent. Been a pret­ty chop­py month for both of us, but we copped it a bit hard­er than the mar­ket over­all.

Last 12 Months

Our QAV Light port­fo­lio fin­ished up 27.87% over the last 12 months, which puts us well ahead of the ASX 200 bench­mark at 7.90% — that’s a sol­id 20 per­cent­age point out­per­for­mance, TRIPLE mar­ket.

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SELLS

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BUYS

And here’s my TikTok of the week.

CURRENT HOLDINGS & HISTORICAL TRADES

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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.

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. And con­sult a finan­cial plan­ner before mak­ing any deci­sions.
3. We don’t rec­om­mend that you add stocks which are already in our port­fo­lio.
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.
5. 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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