Happy Monday, Light Brigade!
And a big welcome to all of our new members. Well you didn’t need to be Nostradamus to predict Trump’s deal with Iran would fall apart pretty quickly, but even I didn’t expect it to happen within days. With the news today that Iran has closed the Strait of Hormuz again already… it’s going to be another interesting week!
Market Last Week (All Ordinaries)
Rough week for the Aussie market — the All Ords dropped around 0.88% and you can see it had a pretty sharp sell-off going into the 19th after looking decent mid-week.
All the best,
Cameron
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PORTFOLIO UPDATE
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.
And here’s my TikTok of the week.
@qavinvesting 🚀 SpaceX’s IPO: Is it a viable investment or a 1,750-year wait? Or a complete joke. SpaceX Investment #valueinvesting
♬ 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.
- We send you an email every Monday advising which stocks we are adding to our Light portfolio.
- You can copy our trades, but please remember to review our Trading Guidelines. And consult a financial planner before making any decisions.
- We don’t recommend that you add stocks which are already in our portfolio.
- 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.
- 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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