QAV Light Weekly Update — 03 August 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

As we are now in “Report­ing Sea­son”, I’m not going to be buy­ing any­thing until their reports come out. This is a prac­tice we start­ed in the last cou­ple of years as it became appar­ent that many com­pa­nies weren’t “con­fess­ing” dur­ing “Con­fes­sion Sea­son” (tra­di­tion­al­ly the month before report­ing sea­son) and thus we were get­ting some nasty sur­pris­es when report came out, lead­ing to sud­den dra­mat­ic share price drops. 

Market This Week (All Ordinaries)

The All Ordi­nar­ies end­ed the week end­ing 31 July 2026 up approx­i­mate­ly 0.81% at 9,137. 

All the best,
Cameron

——————-

PORTFOLIO UPDATE

Drill down into the wid­get above to see how we are per­form­ing over dif­fer­ent time­frames, or vis­it our live port­fo­lio page.

——————-

SELLS

——————-

BUYS

And here’s my TikTok of the week.

CURRENT HOLDINGS & HISTORICAL TRADES

——————-

** 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]

——————-