QAV Light Weekly Update — 14 September 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

Well… I did­n’t need to save Chris­sy’s life again over the week­end, so I guess that makes it unevent­ful. Although she did man­age to lock her­self out on Sun­day morn­ing while Fox and I were at break­fast with Hunter, and she did­n’t have her phone, and did­n’t could­n’t find the spare keys… so she CLIMBED ON THE ROOF AND SHIMMIED THROUGH A THIRD STORY BATHROOM WINDOW. That’s my wife. A 47 year old nin­ja.  

Market This Week (All Ordinaries)

The All Ordi­nar­ies fell close to 3% for the week to close at 8,920 points on Fri­day, its worst five-day run in six months:

• The bench­mark index logged its worst week in six months with a 3.0% slide, as surg­ing crude oil prices raised doubts over a quick eas­ing in Aus­trali­a’s infla­tion.
• Brent crude futures hit a four-month high of around US$110 a bar­rel as fresh attacks on key ship­ping routes and Houthi attacks on Sau­di oil facil­i­ties raised fears of spread­ing con­flict in the region.
• Aus­trali­a’s 10-year gov­ern­ment bond yield climbed to near its high­est lev­el since mid-2011, with RBA Deputy Gov­er­nor Andrew Hauser say­ing the cen­tral bank will debate the case for high­er rates at its Sep­tem­ber meet­ing, and Assis­tant Gov­er­nor Sarah Hunter warn­ing the RBA has lit­tle tol­er­ance for stronger infla­tion.
• The RBA’s next pol­i­cy meet­ing is sched­uled for 29 Sep­tem­ber 2026, with mar­kets cur­rent­ly pric­ing a 72% implied prob­a­bil­i­ty of a 25 basis point hike.
• Loss­es across the share­mar­ket were broad, led by health­care, non-ener­gy min­er­als, tech, and con­sumer stocks, with heavy­weights BHP down 4.1%, Evo­lu­tion Min­ing down 3.8%, and North­ern Star Resources down 3.6%, though the big four banks bucked the trend, up between 0.2% and 1.4%.

 

All the best,
Cameron

 

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PORTFOLIO UPDATE

All time, QAV Light is up 19.76% against the ASX 200’s 9.82%, which means we’re run­ning at rough­ly dou­ble what the mar­ket 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

 

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