QAV Light Weekly Update — 18 May 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

I hope you all had a great week­end. Very rainy here in Brisve­gas. My knees were giv­ing me trou­ble at kung fu on Sat­ur­day, so I only stayed for a cou­ple of hours, instead of my usu­al 4.5 hours… and felt a lit­tle slack as a result.

When we came home Chris­sy and I watched Car­nal Knowl­edge, the 1971 Mike Nichols film star­ring Jack Nichol­son, Can­dice Bergen, Ann-Mar­gret, and Art Gar­funkel, which was real­ly inter­est­ing. It looks at two misog­y­nis­tic men who can’t make their rela­tion­ships work. Ter­rif­ic per­for­mances from every­body.

We also watched episodes of Big Mis­takes, Dan Levy’s new series, which is real­ly ter­rif­ic, and an episode of Mat­ty Matheson’s cook­ing show, Just a Dash, which is absolute­ly hys­ter­i­cal.

Last night we watched the Euro­vi­sion Grand Final. Being Amer­i­can, Chris­sy did­n’t grow up with Euro­vi­sion, so the bonkers nature of it is new to her. We both enjoyed the win­ning song, Ban­garanga from Bul­gar­i­a’s entrant, Dara.

While I was work­ing over the week­end, I’ve was lis­ten­ing to Shostakovich’s Sym­pho­ny 8, which has been on repeat a lot this week.

Spo­ti­fy told me this week that the first song I ever played on their plat­form, back in 2012, was “Car­o­line Says I” by Lou Reed. It’s on his Berlin album, one of my favourites. But my most-lis­tened-to artist over the last 14 years is appar­ent­ly David Bowie, which isn’t real­ly sur­pris­ing.

My bed­time read­ing at the moment is Colos­sus by DF Jones, a 1966 sci­ence fic­tion nov­el about super-com­put­ers tak­ing con­trol of mankind.

Any­way, enough ram­bling from me. Here’s what we’ve pub­lished recent­ly. I hope wher­ev­er you are and what­ev­er you’re doing, you’re liv­ing your best life.

All the best,
Cameron

Market This Week (All Ordinaries)

Look­ing at this week’s action, the All Ords had a blergh week with the index drop­ping around 0.8% over the five days.

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PORTFOLIO UPDATE

All Time

Our QAV Light port­fo­lio is sit­ting pret­ty at +19.90% pa while the ASX 200 bench­mark is at +9.80% — so we’re beat­ing the index by about 10 per­cent­age points.

Financial Year to Date

We’re sit­ting pret­ty at around 29% for the finan­cial year while the ASX 200 is only up about 4.9% — that’s a bloody good mar­gin of over 20 per­cent­age points ahead of the bench­mark, or SIX TIMES MARKET.

Last 30 Days

Our QAV Light port­fo­lio had an aver­age month, fin­ish­ing up about 1.2%, but the ASX 200 bench­mark went back­wards — basi­cal­ly down 3%.

Last 12 Months

We’re sit­ting pret­ty at around 32% for the year while the ASX 200 is track­ing at about 8% — that’s a sol­id 16 per­cent­age point lead for our QAV approach, or FOUR TIMES MARKET.

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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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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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