QAV Light Weekly Update — 07 September 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

I hope all of the fathers had a pleas­ant Father’s Day. I had my nor­mal Sun­day chess break­fast with my sons, includ­ing Tay­lor who face­timed from LA. I played two games with Hunter, won the first, drew the sec­ond, but he’s so much bet­ter than me these days (ELO 2100 on chess.com) that I’m pret­ty sure he went easy on me. 

With more attacks hap­pen­ing from both sides in the Strait of Hor­muz, I expect this is going to be anoth­er excit­ing week on the mar­kets. Let’s check in and seee what we need to do today.

All the best,
Cameron

 

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PORTFOLIO UPDATE

All time, our QAV Light port­fo­lio is up 20.73% against the ASX 200’s 10.64%, which puts us at near­ly dou­ble what the index has returned. 

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

 

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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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