QAV Light Weekly Update — 17 August 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

My week­end involved 4.5 hours of kung fu on Sat­ur­day, and I start­ed read­ing “Pale Fire” by Nabokov. Real­ly enjoy­ing it so far. Been strug­gling to find a nov­el I can real­ly get into late­ly. Tried and dis­card­ed a few that did­n’t grab me. I no longer have much tol­er­ance for slow starts appar­ent­ly. Must be an age thing. Went out to lunch with Chris­sy yes­ter­day, leav­ing Fox at home by him­self for the first time! FREEDOM! As I write this, I’m lis­ten­ing to “END OF WORLD”, a 2023 album by PIL that I just dis­cov­ered exist­ed. Lov­ing it. Did­n’t even know they were still around, now I find out they are com­ing to Bris­bane in Jan­u­ary next year. Might have to go to that. 

Market This Week (All Ordinaries)

The All Ordi­nar­ies fell rough­ly 1.4% for the week to close at 9,313.2, its worst week since April. 

All the best,
Cameron

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PORTFOLIO UPDATE

All time, our QAV Light port­fo­lio is up 20.30% against the ASX 200’s 10.80%, which puts us at almost exact­ly dou­ble what the mar­ket has returned. That’s the whole game, beat­ing the mar­ket over the long run, and so far we’re doing it.

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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