QAV Light Weekly Update — 09 November 2026

Hap­py Mon­day, Light Brigade!

And a big wel­come to all of our new mem­bers.

I hope you’ve all had a great week. The mar­kets remain tur­bu­lent. Let’s see where things are at.

cheers
Cam

Market This Week (All Ordinaries)

The All Ordi­nar­ies rose 1.32% over the five trad­ing ses­sions to Fri­day 6 Novem­ber 2026, clos­ing at 9,144.70:

• 5 Novem­ber: The S&P/ASX 200 closed at 9,065.1 on 5 Novem­ber 2026, up 230.6 points or 2.61%, its largest sin­gle-ses­sion gain since 10 April 2025, after the US Demo­c­ra­t­ic Par­ty won both cham­bers of Con­gress in the midterm elec­tions; infor­ma­tion tech­nol­o­gy rose 10.09% and mate­ri­als rose 7.55%, while ener­gy fell 4.76% as Brent crude dropped. 
• 5 Novem­ber: David Jones entered vol­un­tary admin­is­tra­tion and receiver­ship on 5 Novem­ber 2026 after fail­ing to pay rent at West­field cen­tres since Sep­tem­ber; own­er Anchor­age Cap­i­tal Part­ners appoint­ed McGrath­Ni­col as vol­un­tary admin­is­tra­tor and secured lender Hilco Cap­i­tal called in FTI Con­sult­ing as receiv­er, leav­ing thou­sands of jobs at risk at the 188-year-old retail­er. 
• 4 Novem­ber: Aus­tralian house­hold spend­ing rose 0.6 per cent in Sep­tem­ber 2026 on a sea­son­al­ly adjust­ed basis, rebound­ing from a 0.1 per cent fall in August, accord­ing to the ABS Month­ly House­hold Spend­ing Indi­ca­tor released on 4 Novem­ber 2026; the result exceed­ed ana­lyst expec­ta­tions of a 0.2 per cent rise, with trans­port and health each up 1.5 per cent and fuel spend­ing up 5.4 per cent. (www.abs.gov.au; www.investing.com)

All the best,
Cameron

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PORTFOLIO UPDATE

For All Time, our QAV Light port­fo­lio is at +17.04% against the ASX 200 at +10.42%, about 1.6 times the mar­ket. Beat­ing the mar­ket over the long term is the goal.

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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