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
$991.52-$8.48 (-0.85%)
S&P 500: 998.27
| Date | Portfolio | S&P 500 |
|---|---|---|
| Sep 23, 2026 | $1,000.00 | $1,000.00 |
| Sep 23, 2026 | $1,000.58 | $999.75 |
| Sep 23, 2026 | $1,000.69 | $999.80 |
| Sep 23, 2026 | $1,000.59 | $999.75 |
| Sep 23, 2026 | $1,000.47 | $999.87 |
| Sep 23, 2026 | $1,000.56 | $999.79 |
| Sep 23, 2026 | $1,000.46 | $999.68 |
| Sep 24, 2026 | $1,001.69 | $995.29 |
| Sep 24, 2026 | $1,002.89 | $994.75 |
| Sep 24, 2026 | $1,002.43 | $994.94 |
| Sep 24, 2026 | $1,001.84 | $994.72 |
| Sep 24, 2026 | $1,001.56 | $994.50 |
| Sep 24, 2026 | $1,001.22 | $994.80 |
| Sep 24, 2026 | $1,001.22 | $994.53 |
| Sep 24, 2026 | $1,001.18 | $994.15 |
| Sep 24, 2026 | $1,002.08 | $994.54 |
| Sep 24, 2026 | $1,003.51 | $994.31 |
| Sep 24, 2026 | $1,004.18 | $994.83 |
| Sep 24, 2026 | $1,004.64 | $995.04 |
| Sep 24, 2026 | $1,004.05 | $995.17 |
| Sep 24, 2026 | $1,004.01 | $995.34 |
| Sep 24, 2026 | $1,004.05 | $995.58 |
| Sep 24, 2026 | $1,003.91 | $995.90 |
| Sep 24, 2026 | $1,003.78 | $995.65 |
| Sep 24, 2026 | $1,003.49 | $995.23 |
| Sep 24, 2026 | $1,004.68 | $995.97 |
| Sep 24, 2026 | $1,003.02 | $996.29 |
| Sep 24, 2026 | $1,002.01 | $995.81 |
| Sep 24, 2026 | $1,002.51 | $996.18 |
| Sep 24, 2026 | $1,003.68 | $996.17 |
| Sep 24, 2026 | $1,003.56 | $996.84 |
| Sep 24, 2026 | $1,002.55 | $997.58 |
| Sep 24, 2026 | $1,001.34 | $997.99 |
| Sep 24, 2026 | $1,001.15 | $997.68 |
| Sep 24, 2026 | $1,002.56 | $997.92 |
| Sep 24, 2026 | $1,000.98 | $997.45 |
| Sep 24, 2026 | $999.78 | $997.67 |
| Sep 24, 2026 | $998.29 | $997.42 |
| Sep 24, 2026 | $999.79 | $997.50 |
| Sep 24, 2026 | $999.05 | $996.69 |
| Sep 24, 2026 | $999.15 | $996.74 |
| Sep 24, 2026 | $997.62 | $996.14 |
| Sep 24, 2026 | $998.86 | $995.67 |
| Sep 24, 2026 | $999.31 | $995.53 |
| Sep 24, 2026 | $1,000.15 | $995.16 |
| Sep 24, 2026 | $999.44 | $994.13 |
| Sep 24, 2026 | $999.06 | $994.82 |
| Sep 24, 2026 | $999.29 | $995.65 |
| Sep 24, 2026 | $998.93 | $994.57 |
| Sep 24, 2026 | $997.50 | $994.42 |
| Sep 24, 2026 | $998.20 | $994.66 |
| Sep 24, 2026 | $997.70 | $995.17 |
| Sep 24, 2026 | $997.00 | $994.49 |
| Sep 24, 2026 | $997.54 | $995.38 |
| Sep 24, 2026 | $998.11 | $995.42 |
| Sep 24, 2026 | $997.25 | $995.13 |
| Sep 24, 2026 | $997.46 | $994.83 |
| Sep 24, 2026 | $997.36 | $994.97 |
| Sep 24, 2026 | $998.67 | $999.72 |
| Sep 24, 2026 | $997.91 | $998.97 |
| Sep 24, 2026 | $999.06 | $999.15 |
| Sep 24, 2026 | $998.32 | $998.73 |
| Sep 24, 2026 | $997.69 | $999.88 |
| Sep 24, 2026 | $996.79 | $999.87 |
| Sep 24, 2026 | $997.39 | $1,001.04 |
| Sep 24, 2026 | $997.03 | $1,000.32 |
| Sep 24, 2026 | $997.06 | $1,000.70 |
| Sep 24, 2026 | $996.15 | $1,000.40 |
| Sep 24, 2026 | $996.82 | $1,000.64 |
| Sep 24, 2026 | $996.33 | $1,000.79 |
| Sep 24, 2026 | $995.35 | $999.70 |
| Sep 24, 2026 | $995.00 | $999.45 |
| Sep 24, 2026 | $995.28 | $999.22 |
| Sep 24, 2026 | $995.60 | $998.78 |
| Sep 24, 2026 | $995.37 | $998.90 |
| Sep 24, 2026 | $995.04 | $997.96 |
| Sep 24, 2026 | $994.75 | $998.56 |
| Sep 24, 2026 | $995.71 | $998.32 |
| Sep 24, 2026 | $996.31 | $998.92 |
| Sep 24, 2026 | $995.55 | $997.25 |
| Sep 24, 2026 | $995.45 | $998.68 |
| Sep 24, 2026 | $995.57 | $998.94 |
| Sep 24, 2026 | $994.94 | $999.28 |
| Sep 24, 2026 | $995.19 | $999.16 |
| Sep 24, 2026 | $995.97 | $999.79 |
| Sep 24, 2026 | $994.50 | $999.11 |
| Sep 24, 2026 | $994.73 | $999.93 |
| Sep 24, 2026 | $994.41 | $999.61 |
| Sep 24, 2026 | $993.66 | $999.67 |
| Sep 24, 2026 | $993.78 | $999.88 |
| Sep 24, 2026 | $993.19 | $1,000.19 |
| Sep 24, 2026 | $993.00 | $999.14 |
| Sep 24, 2026 | $993.31 | $999.52 |
| Sep 24, 2026 | $993.58 | $999.36 |
| Sep 24, 2026 | $993.18 | $999.80 |
| Sep 24, 2026 | $992.39 | $999.98 |
| Sep 24, 2026 | $993.10 | $999.72 |
| Sep 24, 2026 | $992.07 | $999.79 |
| Sep 24, 2026 | $992.57 | $999.88 |
| Sep 24, 2026 | $992.57 | $999.71 |
| Sep 24, 2026 | $991.83 | $999.47 |
| Sep 24, 2026 | $991.11 | $1,000.22 |
| Sep 24, 2026 | $990.34 | $999.58 |
| Sep 24, 2026 | $991.60 | $998.77 |
| Sep 24, 2026 | $991.86 | $998.82 |
| Sep 24, 2026 | $991.15 | $998.31 |
| Sep 24, 2026 | $990.57 | $997.74 |
| Sep 24, 2026 | $991.12 | $997.53 |
| Sep 24, 2026 | $991.54 | $997.29 |
| Sep 24, 2026 | $991.07 | $997.77 |
| Sep 24, 2026 | $990.80 | $998.33 |
| Sep 24, 2026 | $990.96 | $998.34 |
| Sep 24, 2026 | $991.52 | $998.27 |
PortfolioS&P 500
- Time-weighted return
- -0.85%
- Modified Dietz return
- -0.85%
- Normalized wealth
- 991.52
- Holdings
- 10
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 WMTWalmart Inc. Common Stock | +21.13% | 212.15 | $22,820.72 | $2,821.56 |
 COSTCostco Wholesale Corp | +16.05% | 19.33 | $17,339.87 | -$2,660.22 |
 TJXTJX Companies, Inc. (The) | +9.96% | 82.02 | $10,755.79 | $755.38 |
 CLColgate-Palmolive Company | +8.78% | 111.09 | $9,479.11 | -$521.00 |
 YUMYum! Brands, Inc. | +8.55% | 66.47 | $9,231.59 | -$768.41 |
 KRThe Kroger Co. | +8.39% | 154.52 | $9,061.27 | -$939.50 |
 PGProcter & Gamble Company | +7.95% | 58.66 | $8,582.78 | -$1,417.17 |
 TSNTyson Foods, Inc. | +7.77% | 164 | $8,396.88 | -$1,603.94 |
 MCDMcDonald's Corporation | +7.16% | 32.54 | $7,738.81 | -$2,261.29 |
 SFMSprouts Farmers Market, Inc. | +4.26% | 69.77 | $4,606.22 | -$5,393.92 |