QAV Light Weekly Update #211

by | Feb 23, 2026 | Blog, Light, Light Portfolio Results | 0 comments

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our newest mem­bers.

Not much to report from my week­end. Lots of kung fu but no new injuries. 

I watched Viva Las Vegas. These two togeth­er? Come on. Insane amount of charis­ma. Appar­ent­ly they record­ed three duets for the film but the Colonel would­n’t let two of them be includ­ed in the film because he was con­cerned she out-shone the King. And that could not be allowed. 

Any­way, let’s get into the port­fo­lio updates! We have stuff to BUY today. Thanks, King. 

All the best,
Cameron

 

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PORTFOLIO UPDATE

In the last 30 days, the Light port­fo­lio was +0.79% vs the index which was +2.5%.

 

Our best return for the last 30 days is still SXE (South­ern Cross Elec­tri­cal Engi­neer­ing) but guess what?

Last week I said it was our best stock for the month and it was +13%. Well today it’s +42%! FOR THE MONTH! The mar­ket REALLY liked their H1 FY26 Results that came out last week. 

That means our two hold­ings of it are up 318% and 340%. Huz­zah! 

SXE CHART FOR THE LAST MONTH: 

A QUADRUPLE MARKET YEAR

For the last 12 months, the Light port­fo­lio is +40% vs the index +13%.

 

 

Since incep­tion (Feb 2022), the Light port­fo­lio is +22% vs the index +11%, dou­ble mar­ket, right on tar­get (yes, that rhymes).

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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.

I’ve been listening to these guys all weekend. Punk klezmer. 

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

And here’s my TikTok of the week.

@qavinvesting

Myer’s stock is tank­ing again. Is any­one else baf­fled by how these stores still exist? Even Chad­stone feels emp­ty these days. #Myer #Retail #Invest­ing #ASX #Busi­ness

♬ orig­i­nal sound — QAV Invest­ing — 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 to under­stand which cap you should be look­ing at and oth­er impor­tant con­sid­er­a­tions. And con­sult a finan­cial plan­ner before mak­ing any deci­sions.
  3. We don’t rec­om­mend that you add stocks which are already in our port­fo­lio. Their posi­tion on our buy list might have changed since we rec­om­mend­ed them. Just start with the stocks rec­om­mend­ed after you become a mem­ber.
  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. Again, you can copy our trades, but seek finan­cial advice before mak­ing any deci­sions. And please check your Rule #1 price (see Trad­ing Guide­lines).
  5. If you come across any QAV ter­mi­nol­o­gy that you don’t under­stand (eg Rule 1, 3PTL, Pos­si­bles, etc), 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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