Portfolio Breakdown heading into Week 09 of 2026
Week 09 - Equity Portfolio Update
Portfolio is up +0.61% vs our SPY benchmark up -0.47%% this week.
So this is how the portfolio lines up against the SP500.
Too much Tech and not enough Real Estate! Again!
Story of my life but we cannot win them all. I will wait for the next triggers to come in.
Current Open Equity = 34.7%
Stop Loss Trigger = 31.5%
Current Closed Equity Return = 25.9%
Our open equity outstanding is ~35% since we started in Dec ‘23. We have been able to capture ~26% returns in closed trades, meaning ~9% open equity still belongs to Mr Market. Until we close the trade it doesn’t yet belong to us!
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