Portfolio Breakdown heading into Week 07 of 2026
Week 07 - Equity Portfolio Update
Portfolio is up +0.30% vs our SPY benchmark up -1.30% for this shortened week.
So this is how the portfolio lines up against the SP500.
VIXperation again. Vix is always vixing.
Also it is the 15th so loads of people with real jobs like millions of them not paid to talk shit about markets all day are going to get paid.
They don’t care about the relative value of a call priced in Yen being sold to a Korean ETF X3 levered covered call strategy that is offset by Elon Musk moving Korean Won into China to fund a new factory that is now on halt because Donald sent a tweet on Friday.
Money will go in bank, 401k will be topped up and bills will be paid. See you in two weeks.
Current Open Equity = 33.9%
Stop Loss Trigger = 30.7%
Current Closed Equity Return = 25.9%
Our open equity outstanding is ~34% since we started in Dec ‘23. We have been able to capture ~26% returns in closed trades, meaning ~8% open equity still belongs to Mr Market. Until we close the trade it doesn’t yet belong to us!
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