QAV Light Weekly Update — 27 July 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

Let me talk about some­thing — “lumpi­ness”. Yes, our returns are “lumpy”. That’s how sys­temic invest­ing works, folks. Some­one emailed me over the week­end say­ing they weren’t com­fort­able with the lumpi­ness of our returns. And that’s fine. I’m not naive enough to think that our process is right for every­one. But if you’re going to be a share investor, you should know that EVERY sys­tem will be lumpy. That’s how sys­tems work. No sys­tem deliv­ers dou­ble mar­ket returns every year (or, if one does, we haven’t heard about it or we’d be using it).  Suc­cess­ful invest­ing sys­tems deliv­er lumpy returns that, over time, pro­vide sys­tem­at­ic out­per­for­mance. So — get used to deal­ing with lumpi­ness. It’s a FEATURE — not a BUG. 

Market This Week (All Ordinaries)

The All Ordi­nar­ies end­ed last week down around 0.37%, but has bounced back this morn­ing.

 Let’s see what we have to do today. 

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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