Skip to content

QAV Light Weekly Update — 14 September 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

Well… I did­n’t need to save Chris­sy’s life again over the week­end, so I guess that makes it unevent­ful. Although she did man­age to lock her­self out on Sun­day morn­ing while Fox and I were at break­fast with Hunter, and she did­n’t have her phone, and did­n’t could­n’t find the spare keys… so she CLIMBED ON THE ROOF AND SHIMMIED THROUGH A THIRD STORY BATHROOM WINDOW. That’s my wife. A 47 year old nin­ja.  

Market This Week (All Ordinaries)

The All Ordi­nar­ies fell close to 3% for the week to close at 8,920 points on Fri­day, its worst five-day run in six months:

  • The bench­mark index logged its worst week in six months with a 3.0% slide, as surg­ing crude oil prices raised doubts over a quick eas­ing in Aus­trali­a’s infla­tion.
  • Brent crude futures hit a four-month high of around US$110 a bar­rel as fresh attacks on key ship­ping routes and Houthi attacks on Sau­di oil facil­i­ties raised fears of spread­ing con­flict in the region.
  • Aus­trali­a’s 10-year gov­ern­ment bond yield climbed to near its high­est lev­el since mid-2011, with RBA Deputy Gov­er­nor Andrew Hauser say­ing the cen­tral bank will debate the case for high­er rates at its Sep­tem­ber meet­ing, and Assis­tant Gov­er­nor Sarah Hunter warn­ing the RBA has lit­tle tol­er­ance for stronger infla­tion.
  • The RBA’s next pol­i­cy meet­ing is sched­uled for 29 Sep­tem­ber 2026, with mar­kets cur­rent­ly pric­ing a 72% implied prob­a­bil­i­ty of a 25 basis point hike.
  • Loss­es across the share­mar­ket were broad, led by health­care, non-ener­gy min­er­als, tech, and con­sumer stocks, with heavy­weights BHP down 4.1%, Evo­lu­tion Min­ing down 3.8%, and North­ern Star Resources down 3.6%, though the big four banks bucked the trend, up between 0.2% and 1.4%.

All Ordinaries 5-day chart

 

All the best,
Cameron

 

——————-

 

PORTFOLIO UPDATE

Load­ing live per­for­mance…
All time, QAV Light is up 19.76% against the ASX 200’s 9.82%, which means we’re run­ning at rough­ly dou­ble what the mar­ket has returned. 

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

 

——————-

 

SELLS

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

——————-

BUYS

 

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

And here’s my TikTok of the week.

CURRENT HOLDINGS & HISTORICAL TRADES

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

 

——————-

 

** 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]

 

——————-

 

Secret Link