Happy Wednesday (Australian time), QAV America.

And welcome to all of our new members.

A slight delay getting my Light update out this week, because I wasn’t convinced about the stock that the system through up on Monday and wanted to run it past Tony, which I did on the show we recorded yesterday (and will be out later today). He agreed with me that it wasn’t acceptable, so I had to go back to the drawing board.

Market This Week (S&P 500)

The S&P 500 had a decent week, climbing about 2.33% over the five days. Started the week around 7,250 and pushed up to close near 7,397 – not a bad effort despite the NACHO trade.

S&P 500 5-day chart

All the best,
Cameron

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PORTFOLIO UPDATE

All Time

Since inception (Dec 2025), our portfolio is +8.62% vs the S&P 500 +7.57%.

QAV America portfolio — All Time

Last 30 Days

Over the last 30 days our portfolio is +4.65% vs the S&P 500 +12%.

QAV America portfolio — Last 30 Days

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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.

** 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

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