Happy Wednesday (Australian time), QAV America. And welcome to all of our new members. Sorry this edition is a little late – the stock I picked to review on the show this week turned out to be difficult to approve (listen to this week’s show) so I had to pick an alternative.

Market This Week (S&P 500)

Looking at this 5-day chart, the S&P 500 had a pretty decent week, up about 1%. Makes no sense, the world is in chaos, but Mr Market doesn’t seem to care. All the best, Cameron ——————-

PORTFOLIO UPDATE

All Time

Since inception (Dec 2025), our portfolio is +9% vs the S&P 500 +4%.

Last 30 Days

We’re at around +6% for the month while the benchmark’s tracking just above +12%. ——————-

SELLS

This section is for QAV Club Members only.

Register for your 14-day free QAV Club trial here.

If you're already a QAV Club member and seeing this message, please login via the top menu.

If you're a QAV Light member who wants to upgrade to QAV Club, go to your Account page (see Footer) and upgrade from there.

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BUYS

This section is for QAV Club Members only.

Register for your 14-day free QAV Club trial here.

If you're already a QAV Club member and seeing this message, please login via the top menu.

If you're a QAV Light member who wants to upgrade to QAV Club, go to your Account page (see Footer) and upgrade from there.

And here’s my TikTok of the week.

@qavinvesting

Berkshire Hathaway's Culture SHIFT After Buffett Tony analyzes Greg Abel's first letter as CEO and discusses the move from oral culture to written policies, questioning if bureaucracy will creep into Berkshire. berkshire buffett gregabel culture management

♬ original sound - QAV Investing - QAV Investing
** 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 to understand which cap you should be looking at and other important considerations. And consult a financial planner before making any decisions.
  3. We don’t recommend that you add stocks which are already in our portfolio. Their position on our buy list might have changed since we recommended them. Just start with the stocks recommended after you become a member.
  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. Again, you can copy our trades, but seek financial advice before making any decisions. And please check your Rule #1 price (see Trading Guidelines).
  5. If you come across any QAV terminology that you don’t understand (eg Rule 1, 3PTL, Possibles, etc), 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? cameron@qavamerica.com ——————-