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Week 11 - Portfolio Model  
Current Portfolio
Week 11 - 2026 | From Mar. 09 to Mar. 15, 2026
Performance Portfolio Portfolio Charts History 18.11% Up
Perf Portfo Charts Hist Week 11
Tradingvesting.com   Simulated Portfolio | 2026 USA InvestingToro.com | Week 11      
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Tradingvesting.com   Simulated Portfolio | 2026 USA Holdings | Week 11      
Portfolio | Positions Porfolio | Allocation 09.Mar.26 15.Mar.26 Week 11 Portfolio | End
No Type Ticker Date Days Mov Allo Initial Qty Paid Open Close Pts W/W U/D End Wk Result
1 Stock MU 23.Feb.26 14 Hold 7.7% $80,239 190 $422.31 $363.96 $426.13 62.17 17.08% Up $80,965 $726
2 Stock XOM 23.Feb.26 7 Hold 7.7% $80,239 190 $422.31 $152.02 $156.12 4.10 2.70% Up $78,060 -$1,615
3 ETF IVOO 05.Jan.26 63 Hold 10.4% $108,110 951 $113.68 $114.58 $113.26 -1.32 -1.15% Up $107,710 -$399
4 ETF IYZ 05.Jan.26 63 Hold 10.6% $110,054 3,217 $34.21 $38.62 $39.06 0.44 1.14% Up $125,656 $15,602
5 ETF UCO 23.Feb.26 7 Hold 5.0% $80,239 190 $422.31 $37.10 $40.26 3.16 8.52% Up $75,004 $22,505
5 ETF USO 02.Feb.26 35 Hold 11.1% $115,245 1,500 $76.83 $119.42 $119.89 0.47 0.39% Up $179,835 $64,590
7 ETF XLE 05.Jan.26 63 Hold 10.6% $110,011 2,460 $44.72 $56.84 $57.70 0.86 1.51% Up $141,942 $31,931
8 ETF XLP 05.Jan.26 63 Hold 10.6% $109,980 1,418 $77.56 $85.27 $84.74 -0.53 -0.62% Up $120,161 $10,181
9 ETF XTL 23.Feb.26 14 Hold 12.4% $122,865 692 $177.55 $180.62 $184.54 3.92 2.17% Up $129,178 $4,893
10 ETF XLY 05.Jan.26 63 Hold 10.6% $109,910 924 $118.95 $112.94 $110.86 -2.08 -1.84% Up $102,435 -$7,475
11 Liq Cash 19.Jan.26 49 Hold 3.9% $40,150 1 ... ... ... ... .... Up $40,150 ...
11 Positions     Total 100% $1,040,158           Finished $1,181,096 ...
        Started $1,000,008           Week 11 $39,339 3.93%
                        YTD $181,096 18.11%
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Tradingvesting.com   Portfolio Model | 2026 USA Performance | Week 11      
Year 2026 Portfolio Weekly S&P 500 Index View
Week From To Pos End Week W/W W/W% U/D YTD YTD% U/D %Chg Wk YTD Yr Details
Week 07
09.Feb.26 15.Feb.26 12 $1,098,844 $8,188 0.82% Up $98,844 9.88% Up -1.17% Down -0.61% Down View Portfolio
Week 08
16.Feb.26 22.Feb.26 11 $1,113,550 $14,705 1.47% Up $113,500 11.35% Up 1.31% Up 0.46% Up View Portfolio
Week 09
23.Feb.26 01.Mar.26 11 $1,121,804 $8,255 0.83% Up $121,804 12.18% Up -0.32% Down 0.01% Up View Portfolio
Week 10
02.Mar.26 08.Mar.26 11 $1,141,758 $19,953 2.00% Up $141,758 14.18% Up -1.24% Down -2.01% Down View Portfolio
Week 11
09.Mar.26 15.Mar.26 11 $1,181,096 $39,339 3.93% Up $181,096 18.11% Up -1.01% Down -3.58% Down View Portfolio
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PORTFOLIO MODEL

Portfolio Model → Long-Term Investing

In a nutshell....

  • We Hold 11 Positions. No action needed

  • Out of the 11 Positions: 2 Stocks and 8 ETFs
  • Allocation: 15% Stocks and 81% ETFs.
  • Cash 3.9%

  • The Week Finished with a Total of $1.181.096
  • InvestingToro → W/W 3.93%, YTD 18.11%
  • S&P 500 Index → W/W -0.06%, YTD 0.90%
  • We started the Year with a $1,000,000 Portfolio.

Not considered....

  • Broker Commissions
  • Dividends
  • Interest on idle Cash


    Read: CFTC rule 4.41: Hypothetical or Simulated Performance Results

 
Simulated Portfolio | Descriptions Simulated Porfolio | Week 11
No Type Ticker Description Date Time Qty Price Total
1 ... ... Exit No Transactions 09.Mar.2026 9:30 am 0 $0 $0
  06.Mar.2026 9:30 am 0 $0 $0
  0 $0 $0
Exit   Total Exit P/L 0$0
  Prior Week Cash
  Week 11 Cash
Cash   Total Cash
No Type Ticker Description Date Time Qty Price Total
1 ... ... Entered No transctions 06.Mar.2026 9:30 am 0 $0 $0
Enter   Total Enter $0
     
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Tradingvesting.com   In a Nutshell | We Did... USA Explain... Performance   History
         
   
  Portfolio Model Week 11 | From Mar 09 to Mar 15, 2026
   
                         
  1. What We Enter       2. What We Exit      
                               
    Instrument Initial Qty Price Btg Date   Instrument P. Btg Qty P. Sold Date  
       
    No Entries           No Exits          
                               
                               
                               
                               
                               
                               
                               
    3. End-Week Allocation       4. End-Week Review      
                               
    Instrument Allo% Qty Total     Period - Week TraInv S&P 500      
    Stocks 15.0% 2 $159,025     Week 10 $1,141.758        
    ETF 81.0% 8 $879,487     Week 11 $1,181.096        
    Cash 3.9% 1 $40,,150     W/W% 3.93% -1.01%      
    Total 100% 11 $1,181,096     YTD % 18.11% -3.58%      
                             
    5. Description         6. Holdings      
                               
    On Momday Mar 09, we Enter 0 Stocks and 0 ETFs.   Stocks: XOM, MU  
    We did not Exit any positions because we were 100% Cash.   ETF: IVOO, IYZ, USO, UCO, XLE, XLP, XTL, XLY  
    The week Ended neutral at 3.93% and the SP 500 at -1.01%   Cash: $40,150  
                               
       
 
         
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Week 11 - 2026 | From Mar. 09 to Mar. 15, 2026
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