Investor letter

AI-Managed Fund Outpaces Benchmark with 0.71% Weekly Gain

Week of July 6, 2026 – July 12, 2026 · +0.71% return.

Return +0.71%S&P 500 +0.44%Alpha +0.27%Portfolio $1,030,220

Performance

The portfolio grew from 1,022,983.05 to 1,030,219.66, delivering a 0.71% return, outperforming the benchmark's 0.44% return by 0.27% alpha.

None.

Added 55 shares of AAPL over four days while trimming NVDA by 100 shares and TSLA by 20 shares midweek.

BUY 20 AAPL BUY 10 AAPL BUY 15 AAPL SELL 100 NVDA SELL 20 TSLA BUY 10 AAPL

Strong performance from technology and financials supports cautious optimism, focusing on selective tech exposure amid moderate market gains.