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Week 08 - Portfolio Model  
Current Portfolio
Week 08 - 2026 | From Feb. 16 to Feb. 22, 2026
Performance Portfolio Portfolio Charts History 11.35% Up
Perf Portfo Charts Hist Week 08
Tradingvesting.com   Simulated Portfolio | 2026 USA InvestingToro.com | Week 08      
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Tradingvesting.com   Simulated Portfolio | 2026 USA Holdings | Week 08      
Portfolio | Positions Porfolio | Allocation 16.Feb.26 22.Feb.26 Week 08 Portfolio | End
No Type Ticker Date Days Mov Allo Initial Qty Paid Open Close Pts W/W U/D End Wk Result
1 Stock JPM 02.Feb.26 15 Hold 7.8% $80,377 264 $304.46 $321.34 $302.55 -18.79 -5.85% Up $79,873 -$504
2 Stock NVDA 02.Feb.26 15 Hold 9.0% $93,038 497 $187.20 $184.26 $182.81 -1.45 -0.79% Up $90,857 -$2,182
3 ETF IVOO 05.Jan.26 43 Hold 10.5% $108,110 951 $113.68 $121.32 $120.62 -0.70 -0.58% Up $114,710 $6,600
4 ETF IYZ 05.Jan.26 43 Hold 10.7% $110,054 3,217 $34.21 $37.97 $38.39 0.42 1.11% Up $123,501 $13,447
5 ETF USO 02.Feb.26 36 Hold 11.2% $115,245 1,500 $76.83 $76.83 $76.22 -0.61 -0.79% Up $114,330 -$915
6 ETF XLB 09.Feb.26 15 Hold 5.2% $53,271 1,035 $51.47 $51.47 $53.31 1.84 3.57% Up $55,176 $1,904
7 ETF XLE 05.Jan.26 43 Hold 10.7% $110,011 2,460 $44.72 $53.21 $54.35 1.14 2.14% Up $133,701 $23,690
8 ETF XLP 05.Jan.26 43 Hold 10.7% $109,980 1,418 $77.56 $87.91 $89.51 1.60 1.82% Up $126,925 $16,945
9 ETF XLU 19.Jan.26 29 Hold 10.7% $110,000 2,597 $43.12 $43.37 $46.50 3.13 7.22% Up $120,761 $10,761
10 ETF XLY 05.Jan.26 43 Hold 10.7% $109,910 924 $118.95 $117.43 $116.18 -1.25 -1.06% Up $107,350 -$2,559
11 Liq Cash 19.Jan.26 29 Hold 3.1% $31,661 1 ... ... ... ... .... Up $31,661 ...
11 Positions     Total 100% $1,031,658           Finished $1,113,550 ...
        Started $1,000,000           Week 08 $14,705 1.47%
                        YTD $113,500 11.35%
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Tradingvesting.com   Simulated Portfolio | 2026 USA Performance | Week 08      
Year 2026 Portfolio Weekly S&P 500 Index View
Week From To Pos End Week W/W W/W% U/D YTD YTD% U/D %Chg Wk YTD Yr Details
02.Jan.26 05.Jan.06 0 $1,000,000 $0 0.00% Nule $0 0% Nule -0.29% Down -0.29% Down View Portfolio
Week 02
05.Jan.26 11.Jan.26 10 $1,028,468 $28,466 2.85% Up $28,456 2.85% Up 1.07% Up 1.28% Up View Portfolio
Week 03
12.Jan.26 18.Jan.26 10 $1,039,416 $10,948 1.09% Up $39,414 3.94% Up -0.06% Down 0.90% Up View Portfolio
Week 04
19.Jan.26 25.Jan.26 11 $1,040,334 $918 0.09% Up $40,334 4.03% Up 0.73% Up 0.55% Up View Portfolio
Week 05
26.Jan.26 01.Feb.26 12 $1,059,040 $18,706 1.87% Up $59,040 5.90% Up 0.18% Up 0.84% Up View Portfolio
Week 06
02.Feb.26 08.Feb.26 11 $1,090,657 $31,616 3.16% Up $90,657 9.06% Up 0.23% Up 0.79% Up View Portfolio
Week 07
09.Feb.26 15.Feb.26 12 $1,098,844 $8,188 0.82% Up $98,844 9.88% Up -1.17% Down -0.61% Down View Portfolio
Week 08
16.Feb.26 22.Feb.26 11 $1,113,550 $14,705 1.47% Up $113,500 11.35% Up 1.31% Up 0.46% Up View Portfolio
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PORTFOLIO MODEL - WEEK 08

Portfolio Model → Long-Term Investing

In a nutshell....

  • We Hold 10 positions. No action needed
  • Stocks → JPM, NVDA
  • ETFs → IVOO, IYZ, XLE, XLP, XLU, XLY, USO, XLB

  • Out of the 11 positions: 2 Stocks and 8 ETFs
  • Allocation: 17% Stocks and 80% ETFs.
  • Cash 3.1%

  • The Week Finished with a Balance of $14,705 and a Total of $1.113.550
  • InvestingToro → W/W 1.47%, YTD 11.35%
  • S&P 500 Index → W/W 1.31%, YTD 0.46%
  • We started the Year with a $1,000,000 Portfolio.

Not considered....

  • Broker Commissions
  • Dividends
  • Interest on idle Cash


    Read: CFTC rule 4.41: Hypothetical or Simulated Performance Results

 
  1) Simulated Transactions  
  Transactions Ticker Description Bought Time Qty Paid Total  
  1 Hold AMZN Hold AMZN   Stock - Amazon (AMZN)   05/Jan/2026   9:30   260   $228.84   $59,498  
  2 Hold GOOGL Hold GOOGL   Stock - Alphabet (GOOGL)   05/Jan/2026   9:30   170   $317.66   $54,002  
  3 Hold MidCap 400 Hold IVOO   ETF - Vanguard S&P Mid-Cap 400 (IVOO)   05/Jan/2026   9:30   1,025   $113.68   $116,522  
  4 Hold Communication Hold IYZ   ETF - iShares U.S. Telecommunications (IYZ)   05/Jan/2026   9:30   3,217   $34.21   $110,054  
  5 Hold RealEstate Hold VNQ   ETF - Vanguard Real Estate (VNQ)   05/Jan/2026   9:30   1,245   $88.30   $109,934  
  6 Hold Energy Hold XLE   ETF - StateStreet Energy (XLE)   05/Jan/2026   9:30   2,460   $44.72   $110,011  
  7 Hold Industrial Hold XLI   ETF - StateStreet Industrials (XLI)   05/Jan/2026   9:30   707   $155.62   $110,023  
  8 Hold Staples Hold XLP   ETF - StateStreet Consumer Staples (XLP)   05/Jan/2026   9:30   1,418   $77.56   $109,980  
  9 Enter Utilities Entered XLU   ETF - StateStreet Utilities (XLU)   19/Jan/2026   9:30   2,748   $43.12   $118,494  
  ... Exit HealthCare Exit XLV   ETF - StateStreet Health Care (XLV)   05/Jan/2026   ...   712   $154.59   $110,068  
                19/Jan/2026   9:30   -712   $157.65   $112,247  
  10 Enter Liq - Cash Entered ...   Liquidity - Cash   19/Jan/2026   9:30   1   $3.06   $2,179  
  11 Hold Discretionary Hold XLY   ETF - StateStreet Consumer Discretionary (XLY)   05/Jan/2026   9:30   925   $118.95   $109,910  
                                $1,002,194  
     
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Tradingvesting.com   In a Nutshell | We Did... USA Explain... Performance   History
         
   
  Portfolio Model Week 08 | From Feb 16 to Feb 22, 2026
   
                         
  1. What We Enter       2. What We Exit      
                               
    Instrument Initial Qty Price Btg Date   Instrument P. Btg Qty P. Sold Date  
       
    No Entries           No Exits          
                               
                               
                               
                               
                               
                               
                               
    3. End-Week Allocation       4. End-Week Review      
                               
    Instrument Allo% Qty Total     Period - Week TraInv S&P 500      
    Stocks 17.0% 2 $176,389     Week 07 $1.098,844        
    ETF 80.0% 8 $905,449     Week 08 $1,113.550        
    Cash 3.1% 1 $31,661     W/W% 1.47% 1.31%      
    Total 100% 11 $1,113,550     YTD % 11.35% 0.46%      
                             
    5. Description         6. Holdings      
                               
    On Monday Feb 16, we Enter 0 Stocks and 0 ETFs.   Stocks: JPM, NVDA  
    We did not Exit any positions because we were 100% Cash.   ETF: IVOO, IYZ, XLE,, XLP, XLU, XLY, USO, XLB  
    The week Ended at 1.47% and the SP 500 at 1.31%   Cash: $31,661  
                               
       
 
         
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