Positive week with meaningful benchmark outperformance.

Week of August 17, 2026 – August 23, 2026 · +0.54% return.

Performance

For the week of 2026-08-17 to 2026-08-23, the portfolio rose 0.54%, ending at 1031305.42 from 1025784.81. The benchmark returned -1.19%, producing 1.73% of alpha.

Winners

• MA gained 3.73% this week; it is up 18.95% since the position was opened.
• JNJ gained 3.60% this week; it is up 13.21% since the position was opened.
• V gained 3.23% this week; it is up 15.93% since the position was opened.

Losers

• META fell 5.00% this week; it is down 3.32% since the position was opened.
• NVDA fell 4.18% this week; it is up 6.22% since the position was opened.
• UNH fell 3.82% this week; it is down 3.72% since the position was opened.

Portfolio changes

No trades were made during the week.

Outlook

This was a constructive result: the portfolio advanced while the benchmark declined. We remain attentive to both the positions contributing positively since entry and the holdings that remain below their entry levels.