Necessities
- Discretionaries
- Necessities
- Retail
When in doubt, always go back to the basics.  NOTE: this does not reflect my personal holdings, that would be **_Younan-capital_**, this is just used for tracking and comparative purposes.
Performance
Growth of $1,000 · Today
$994.57-$5.43 (-0.54%)
S&P 500: 1,000.61
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 7, 2026 | $1,000.00 | $1,000.00 |
| Aug 7, 2026 | $999.06 | $999.49 |
| Aug 7, 2026 | $998.72 | $999.33 |
| Aug 7, 2026 | $998.87 | $999.49 |
| Aug 7, 2026 | $998.76 | $999.27 |
| Aug 7, 2026 | $1,000.12 | $999.19 |
| Aug 7, 2026 | $1,000.16 | $999.42 |
| Aug 7, 2026 | $1,000.56 | $999.54 |
| Aug 7, 2026 | $1,000.50 | $999.50 |
| Aug 7, 2026 | $1,000.71 | $999.43 |
| Aug 7, 2026 | $1,000.49 | $999.53 |
| Aug 7, 2026 | $999.42 | $999.91 |
| Aug 10, 2026 | $999.44 | $1,001.79 |
| Aug 10, 2026 | $998.83 | $1,001.56 |
| Aug 10, 2026 | $998.27 | $1,000.80 |
| Aug 10, 2026 | $997.60 | $1,000.72 |
| Aug 10, 2026 | $998.47 | $1,000.02 |
| Aug 10, 2026 | $995.19 | $999.08 |
| Aug 10, 2026 | $995.91 | $999.18 |
| Aug 10, 2026 | $996.14 | $999.28 |
| Aug 10, 2026 | $994.38 | $999.32 |
| Aug 10, 2026 | $991.75 | $999.78 |
| Aug 10, 2026 | $994.97 | $999.78 |
| Aug 10, 2026 | $994.20 | $1,000.27 |
| Aug 10, 2026 | $994.07 | $1,000.62 |
| Aug 10, 2026 | $992.38 | $1,000.96 |
| Aug 10, 2026 | $990.54 | $1,001.21 |
| Aug 10, 2026 | $991.43 | $1,001.32 |
| Aug 10, 2026 | $993.28 | $1,000.89 |
| Aug 10, 2026 | $992.64 | $1,001.42 |
| Aug 10, 2026 | $993.47 | $1,001.45 |
| Aug 10, 2026 | $993.78 | $1,001.44 |
| Aug 10, 2026 | $994.77 | $1,001.69 |
| Aug 10, 2026 | $995.61 | $1,002.17 |
| Aug 10, 2026 | $996.60 | $1,000.88 |
| Aug 10, 2026 | $997.59 | $1,000.39 |
| Aug 10, 2026 | $996.20 | $1,000.60 |
| Aug 10, 2026 | $995.36 | $1,000.51 |
| Aug 10, 2026 | $995.12 | $1,000.68 |
| Aug 10, 2026 | $994.94 | $1,000.90 |
| Aug 10, 2026 | $994.98 | $1,000.87 |
| Aug 10, 2026 | $994.69 | $1,000.64 |
| Aug 10, 2026 | $994.98 | $1,000.20 |
| Aug 10, 2026 | $994.94 | $1,000.07 |
| Aug 10, 2026 | $994.12 | $1,000.67 |
| Aug 10, 2026 | $994.22 | $1,000.42 |
| Aug 10, 2026 | $994.01 | $1,001.25 |
| Aug 10, 2026 | $994.20 | $1,001.38 |
| Aug 10, 2026 | $994.13 | $1,001.15 |
| Aug 10, 2026 | $994.83 | $1,000.96 |
| Aug 10, 2026 | $994.85 | $1,000.72 |
| Aug 10, 2026 | $995.11 | $1,000.55 |
| Aug 10, 2026 | $994.57 | $1,000.61 |
PortfolioS&P 500
- Time-weighted return
- -0.54%
- Modified Dietz return
- -0.54%
- Normalized wealth
- 994.57
- Holdings
- 10
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 WMTWalmart Inc. Common Stock | +20.29% | 212.15 | $23,690.52 | $3,691.37 |
 COSTCostco Wholesale Corp | +15.65% | 19.33 | $18,272.48 | -$1,727.61 |
 TJXTJX Companies, Inc. (The) | +11.24% | 82.02 | $13,127.74 | $3,127.33 |
 CLColgate-Palmolive Company | +8.85% | 111.09 | $10,336.71 | $336.60 |
 YUMYum! Brands, Inc. | +8.33% | 66.47 | $9,732.12 | -$267.88 |
 TSNTyson Foods, Inc. | +8.08% | 164 | $9,439.93 | -$560.89 |
 MCDMcDonald's Corporation | +7.59% | 32.54 | $8,865.87 | -$1,134.22 |
 KRThe Kroger Co. | +7.48% | 154.52 | $8,739.86 | -$1,260.91 |
 PGProcter & Gamble Company | +7.32% | 58.66 | $8,549.35 | -$1,450.60 |
 SFMSprouts Farmers Market, Inc. | +5.15% | 69.77 | $6,016.27 | -$3,983.87 |