QAV Light Weekly Update — 26 October 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

We had a big week­end, kung fu, friends over for lunch yes­ter­day (we don’t do much enter­tain­ing, so that took a lot out of me). Today I’m dri­ving down to Mt Tam­bourine to talk to some Year 12 kids about Cleopa­tra and why she’s one of the most inter­est­ing peo­ple in ancient his­to­ry. Want­ed to get this out to you before I jump in the car. 

Market This Week (All Ordinaries)

The All Ordi­nar­ies fell 0.39% over the five trad­ing ses­sions to Fri­day 23 Octo­ber 2026, clos­ing at 8,905.80:

• The biggest local news this week was that NextDC (ASX: NXT) shares fell 41.7 per cent to close at A$5.35 after the data cen­tre oper­a­tor cut FY27 guid­ance. The down­grade fol­lowed elec­tric­i­ty dis­trib­u­tor Jeme­na sus­pend­ing net­work works need­ed to increase grid sup­ply to the com­pa­ny’s M3 data cen­tre in West Footscray, Mel­bourne. They’ve nev­er been a QAV stock, so it does­n’t impact us direct­ly. 

All the best,
Cameron

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PORTFOLIO UPDATE

The QAV Light port­fo­lio has returned +16.21 per cent, com­pared with +9.86 per cent for the ASX 200 over the same peri­od shown in the live wid­get.

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

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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