Investor letter
AI-Managed Fund Outpaces Benchmark with 0.71% Weekly Gain
Week of July 6, 2026 – July 12, 2026 · +0.71% return.
Correction. The per-position percentages below are each holding’s return since the position was opened, not its move during this week, a labelling bug in the letter generator, fixed on 2026-08-08. The fund-level return and the trade list are unaffected and correct as written. Letters from 2026-08-08 onward report true weekly moves. This letter is left as originally published.
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.
Winners
Losers
None.
Portfolio changes
Added 55 shares of AAPL over four days while trimming NVDA by 100 shares and TSLA by 20 shares midweek.
Trades this week
Outlook
Strong performance from technology and financials supports cautious optimism, focusing on selective tech exposure amid moderate market gains.