QAV Light Weekly Update — 20 July 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to our new mem­bers.

My NBN has been down all morn­ing, which has been hap­pen­ing more and more often since they “upgrad­ed” our node a cou­ple of months ago. So I’m sit­ting out­side on the deck, jacked into my phone, in Bris­bane’s windy win­ter. We’re dog sit­ting a friend’s grey­hound, Pep­si, and she’s keep­ing me com­pa­ny. I’ve got some sour­dough in the oven and it the smell is dri­ving me to dis­trac­tion. One of the hard­est things in the world is that hour after I take a fresh loaf out of the oven and have to wait for it to cool down before I can slather it in but­ter and take the first bite…  

Market This Week (All Ordinaries)

The All Ordi­nar­ies slipped 58 points or 0.64 per cent on Fri­day to close at 8,978.80, end­ing the week mar­gin­al­ly low­er for a sec­ond straight week­ly decline.

Min­ers were the main drag all week, with oil surg­ing around 11 per cent on esca­lat­ing US-Iran strikes near the Strait of Hor­muz, while BHP’s annu­al cop­per out­put fell 3 per cent to 1.95 mil­lion tonnes and gold and cop­per prices slumped, ham­mer­ing resource stocks.

The mar­ket opened a bit high­er this morn­ing, but has already dropped back below 9000.

Still — noth­ing much we can do about any of that. Let’s get to man­ag­ing what’s in our con­trol.

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

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BUYS

And here’s my TikTok of the week.

CURRENT HOLDINGS & HISTORICAL TRADES

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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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