QAV America Light Update — 13 April 2026

Happy Monday (Australian time), QAV America.

And welcome to all of our new members.

Before we get into buys and sells for the week, let’s catch up on the performance of the market and our portfolios.

I’m writing this at 10:57 am Monday Australian Eastern time (Sunday 8:57pm U.S. Eastern) and our market over here is already significantly down on the news that the U.S. / Iranian negotiations went (predictably) badly. So I imagine it’s not going to be pretty when the U.S. markets re-open on Monday. But how did things go last week?

Market This Week (S&P 500)

The S&P 500 actually had a solid week, up about 3.6% over the five days. Nice steady climb from around 6,600 to close near 6,818.

All the best,
Cameron

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PORTFOLIO UPDATE

All Time

Right, so our QAV America Light portfolio is sitting at about +4%, while the benchmark has taken a bit of a beating and is down around -1%. That puts us roughly 5% ahead of the benchmark since we started tracking this thing – not too shabby for a simple systematic approach.

Last 30 Days

Our portfolio’s up about 6% over the last month while the benchmark is +2%, so we’re doing pretty well.

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SELLS

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BUYS

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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