QAV Light Weekly Update — 06 July 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

Well it’s the start of a new finan­cial year. What will hap­pen? Will the AI bub­ble final­ly crash? Or will it con­tin­ue to bub­ble? Nobody knows. What­ev­er hap­pens, we just keep fol­low­ing our rules. We fol­low our sys­tem — buy when it tells us to buy, sell when it tells us to sell, and ignore the noise.  

Market This Week (All Ordinaries)

The All Ords had a rough week over­all — dropped pret­ty sharply mid-week before claw­ing most of it back, end­ing basi­cal­ly flat at up about 0.07%.

Let’s see what we have to do today! 

All the best,
Cameron

——————-

PORTFOLIO UPDATE

Drill down into the wid­get above to see how we are per­form­ing over dif­fer­ent time­frames, or vis­it our live port­fo­lio page.

——————-

SELLS

——————-

BUYS

And here’s my TikTok of the week.

CURRENT HOLDINGS & HISTORICAL TRADES

——————-

** 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]

——————-