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Portfolio Model History | 2026 |
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Portfolio Model | 2026 |
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Performance History |
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| 2026 |
Dates |
InvestingToro.com | Portfolio History |
| Week |
From |
To |
History Description |
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02.Jan.26 |
05.Jan.06 |
No positions. Begin $1,000,000 |
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05.Jan.26 |
11.Jan.26 |
We Entered 10 positions. Stocks → AMZN, GOOG. ETFs → IVOO, IYZ, VNQ, XLE, XLI, XLP, XLV, XLY |
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12.Jan.26 |
18.Jan.26 |
We Hold 10 positions. Stocks → AMZN, GOOG. ETFs → IVOO, IYZ, VNQ, XLE, XLI, XLP, XLV, XLY |
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19.Jan.26 |
25.Jan.26 |
We Entered XLU and Exit XLV. Stocks → AMZN, GOOG. ETFs → IVOO, IYZ, VNQ, XLE, XLI, XLP, XLU, XLY |
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26.Jan.26 |
01.Feb.26 |
We Exit VNQ, We Entered Apple and META. Portfolio: AMZN, GOOG, AAPL, META. IVOO, IYZ, XLE, XLI, XLP, XLU, XLY |
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02.Feb.26 |
08.Feb.26 |
Exit AMZN, GOOG, META. Entered: JPM, NVDA. Portfolio: JPM, NVDA, AAPL, IVOO, IYZ, XLE, XLI, XLP, XLU, XLY |
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09.Feb.26 |
15.Feb.26 |
Exit AAPL, XLI. Entered: USO, XLB. Portfolio: JPM, NVDA and IVOO, IYZ, XLE, XLP, XLU, XLY |
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16.Feb.26 |
22.Feb.26 |
We Hold 10 Positions. Portfolio: JPM, NVDA and IVOO, IYZ, XLE, XLP, XLU, XLY |
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23.Feb.26 |
01.Mar.26 |
Entered MU, XTL. Exited XLU, NVDA. |
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02.Mar.26 |
08.Mar.26 |
Entered UCO, XOM. Exited XLB, JPM |
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09.Mar.26 |
15.Mar.26 |
We Hold 10 Positions. Portfolio: |
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16.Mar.26 |
22.Mar.26 |
Entered XLP, XLY. Exited XLP, XLY |
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23.Mar.26 |
29.Mar.26 |
Entered AAPL, AMZN, BA, NVDA, ACWI, XLY. Exited MU, XOM, IYZ, UCO, USO, XLE, XTL |
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30.Mar.26 |
05.Apr.26 |
Entered VOOG. Exited |
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06.Apr.26 |
12.Apr.26 |
Exit All Positions. 100% Cash |
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13.Apr.26 |
19.Apr.26 |
Entered MSFT, ORCL, USO, XLP |
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20.Apr.26 |
26.Apr.26 |
Exit All Positions. 100% Cash |
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27.Apr.26 |
03.May.26 |
No holdings: 100% Cash |
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04.May.26 |
10.May.26 |
No holdings: 100% Cash |
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11.May.26 |
17.May.26 |
No holdings: 100% Cash |
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18.May.26 |
24.May.26 |
No holdings: 100% Cash |
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25.May.26 |
31.May.26 |
No holdings: 100% Cash |
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01.Jun.26 |
07.Jun.26 |
Entered APA, LEN, MELI, RKLB, SPY, XLT |
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08.Jun.26 |
14.Jun.26 |
Entered AVGO, BA, META, MSFT, NVDA, PLTR, IWM, QQQ, VGIT, VOO. Exited TLT |
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15.Jun.26 |
21.Jun.26 |
→ Entered SPCX. → Exit AVGO, MELI, META, PLTR |
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22.Jun.26 |
28.Jun.26 |
No entries. Exit LEN |
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29.Jun.26 |
05.Jul.26 |
Hold Positions |
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06.Jul.26 |
12.Jul.26 |
No entries. Exit BA |
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13.Jul.26 |
19.Jul.26 |
No entries. Exit NVDA |
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20.Jul.26 |
26.Jul.26 |
Hold Positions |
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27.Jul.26 |
02.Aug.26 |
Hold Positions |
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03.Aug.26 |
09.Aug.26 |
No entries. Exit All. 100% Cash |
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10.Aug.26 |
16.Aug.26 |
No holdings: 100% Cash |
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17.Aug.26 |
23.Aug.26 |
No holdings: 100% Cash |
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24.Aug.26 |
30.Aug.26 |
Entered QLD, QQQ, SPY, SSO |
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31.Aug.26 |
06.Sep.26 |
Hold Positions |
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07.Sep.26 |
13.Sep.26 |
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14.Sep.26 |
20.Sep.26 |
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21.Sep.26 |
27.Sep.26 |
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28.Sep.26 |
04.Oct.26 |
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05.Oct.26 |
11.Oct.26 |
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12.Oct.26 |
18.Oct.26 |
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19.Oct.26 |
25.Oct.26 |
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26.Oct.26 |
01.Nov.26 |
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02.Nov.26 |
08.Nov.26 |
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09.Nov.26 |
15.Nov.26 |
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16.Nov.26 |
22.Nov.26 |
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23.Nov.26 |
29.Nov.26 |
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30.Nov.26 |
06.Dec.26 |
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07.Dec.26 |
13.Dec.26 |
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14.Dec.26 |
20.Dec.26 |
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21.Dec.26 |
27.Dec.26 |
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28.Dec.26 |
31.Dec.26 |
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| Week |
From |
To |
History Description |
| 2026 |
Dates |
InvestingToro.com | Portfolio History |
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