The portfolio advanced 0.62% for the week ended 2026-10-11, outperforming the benchmark by 0.72%.

Week of October 5, 2026 – October 11, 2026 · +0.62% return.

Performance

Portfolio value rose from 1050615.72 to 1057123.89. The benchmark returned -0.10%, versus the portfolio’s 0.62%.

Winners

• V gained 7.27% this week; since the position was opened, it is up 12.04%.
• WMT gained 7.15% this week; since the position was opened, it is up 2.26%.
• MA gained 6.99% this week; since the position was opened, it is up 21.36%.

Losers

• JNJ declined -1.25% this week; since the position was opened, it is up 8.84%.
• META declined -0.90% this week; since the position was opened, it is up 26.60%.
• TSM declined -0.63% this week; since the position was opened, it is up 9.05%.

Portfolio changes

No trades were made during the week.

Outlook

This was a constructive week, with broad gains across several holdings outweighing modest declines in JNJ, META, and TSM. We remain focused on disciplined position monitoring and relative performance versus the benchmark.