QAV Light Weekly Update — 24 August 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

My week­end was busy. The usu­al 4.5 hours of kung fu on Sat­ur­day. Watched a Mick­ey Rourke film from the late 90s I’d nev­er seen (“John­ny Hand­some”, direct­ed by Wal­ter Hill, “The War­riors”, “48 Hrs”, “Streest Of Fire”) with over-the-top per­for­mances by some of my favourite actors. Def­i­nite­ly not a great film, but kind of inter­est­ing in that it’s a strange car­ni­val mir­ror of real life. In the film, Mick­ey Rourke plays a small time crim with severe phys­i­cal facial defor­mi­ties (eg Ele­phant Man) who goes to jail where a big-heart­ed plas­tic sur­geon (For­est Whit­tak­er) believes his crim­i­nal­i­ty is the result of soci­ety nev­er giv­ing him a chance, oper­ates on him and makes him look like hot Mick­ey Rourke. Of course, in real life, Mick­ey end­ed up get­ting bad plas­tic surgery after his mid-career return to box­ing smashed his face up and these days looks a lot like his char­ac­ter at the start of the film. 

Market This Week (All Ordinaries)

A chop­py week. The All Ordi­nar­ies fell around 0.6% for the week to close Fri­day at approx­i­mate­ly 9,270, mark­ing a sec­ond straight week­ly decline.

• US bond mar­ket con­cerns loomed large, with long-dat­ed Trea­sury yields resum­ing their climb high­er after the US gov­ern­men­t’s moves to stem a bond mar­ket rout failed to ease investor fears about infla­tion and his­tor­i­cal­ly high US debt lev­els. I guess Trump TACO’d on that, too. 

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]

——————-