Portfolio gained 0.55% for the week ended 2026-09-06, trailing the benchmark’s 1.03% return by -0.48%.

Week of August 31, 2026 – September 6, 2026 · +0.55% return.

Performance

Portfolio value rose from 1038297.01 to 1044042.09. The 0.55% weekly return was positive, though below the benchmark’s 1.03%.

Winners

• NVDA rose 9.87% this week; it is up 13.49% since the position was opened.
• META gained 7.05% this week; it is up 8.56% since the position was opened.
• AAPL advanced 2.08% this week; it is up 7.32% since the position was opened.

Losers

• HD declined -3.41% this week; it is down -1.94% since the position was opened.
• MA declined -3.22% this week; it is up 19.15% since the position was opened.
• V declined -2.30% this week; it is up 17.28% since the position was opened.

Portfolio changes

Sold 75 shares of AMZN on 2026-09-04.

Trades this week

Outlook

This was a constructive but benchmark-lagging week. Strong gains in NVDA and META helped offset weakness in HD, MA, and V; we remain focused on the portfolio’s existing positions and their respective risk profiles.