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QAV Light Mid-Week Update — 2026-10-21

Hel­lo, Light Brigade!

We have some stocks to sell today. Details below.

All the best,
Cameron

 

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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.

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.

Value Investing Quote 0058

Got a ques­tion?
[email protected]

 

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2 responses to “QAV Light Mid-Week Update — 2026-10-21”

  1. Nick Rossetto

    Thanks for the update — just a ques­tion around Peet Lim­it­ed — if you have a 10% STOP rule why was it still being held?

    BTW, many thanks for the clear email sum­maries.

    Regards

    Nick

    1. Cameron Reilly

      Hi Nick, we adjust­ed our Rule 1 from 10% to 20% at some stage over the last 12 months. TK ran some back­test­ing and deter­mined that 20% did­n’t change the results but did stop us from trad­ing as often.

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