Portfolio Breakdown heading into Week 08 of 2026
Week 08 - Equity Portfolio Update
Portfolio is up +0.27% vs our SPY benchmark up +1.14% for this shortened week.
So this is how the portfolio lines up against the SP500.
Too much Tech and not enough Real Estate!!
To balance that out the turnover in the portfolio has dropped massively, with it comes reduced transaction costs and a handy benefit has been overall reduced volatility which can be difficult with a portfolio with a higher weighting to small caps.
Current Open Equity = 34.4%
Stop Loss Trigger = 31.2%
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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