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QAV Light Weekly Update — 05 October 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

Market This Week (All Ordinaries)

The All Ordi­nar­ies edged up 0.10% for the week to close at 8,854.7, its first week­ly gain in five weeks:

  • The RBA unan­i­mous­ly lift­ed the cash rate 25 basis points to 4.60% on Tues­day, its fourth hike of 2026, while August trimmed mean infla­tion held steady at 3.6%.
  • Thurs­day was the week’s wreck­ing ball, with the ASX 200 falling 1.99% to 8,614.4 as all 12 sec­tors declined and only 28.7% of trad­ed names advanced.
  • The RBA not­ed the Mid­dle East con­flict has broad­ened, leav­ing ener­gy prices “much high­er than had been assumed in the August fore­casts,” and kept the door open to fur­ther hikes, say­ing it will do what it con­sid­ers nec­es­sary “includ­ing increas­ing the cash rate tar­get fur­ther if need­ed.”

All Ordinaries 5-day chart

 

All the best,
Cameron

 

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PORTFOLIO UPDATE

Load­ing live per­for­mance…
All time, our QAV Light port­fo­lio is up 21.08% against the ASX 200’s 9.23%, which means we’re run­ning at more than twice 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

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

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BUYS

 

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

 

And here’s my TikTok of the week.

@qavinvesting Does suc­cess in life come down to luck? A cou­ple of the most suc­cess­ful investors in the world say it does. #war­ren­buf­fett #val­uein­vest­ing #berk­shire ♬ orig­i­nal sound — QAV Invest­ing

CURRENT HOLDINGS & HISTORICAL TRADES

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

 

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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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