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 · 1 month
$993.45-$6.55 (-0.66%)
S&P 500: 1,027.27
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jul 13, 2026 | $1,000.00 | Not available |
| Jul 13, 2026 | $1,000.00 | $1,000.00 |
| Jul 13, 2026 | $997.58 | $996.23 |
| Jul 13, 2026 | $999.66 | $995.82 |
| Jul 14, 2026 | $988.88 | $998.70 |
| Jul 14, 2026 | $986.08 | $998.82 |
| Jul 14, 2026 | $983.79 | $999.31 |
| Jul 15, 2026 | $987.40 | $1,001.04 |
| Jul 15, 2026 | $984.78 | $999.98 |
| Jul 15, 2026 | $981.04 | $1,000.65 |
| Jul 16, 2026 | $989.12 | $1,001.95 |
| Jul 16, 2026 | $993.81 | $1,000.21 |
| Jul 16, 2026 | $995.85 | $996.71 |
| Jul 17, 2026 | $1,005.26 | $989.79 |
| Jul 17, 2026 | $991.09 | $991.50 |
| Jul 17, 2026 | $990.21 | $989.04 |
| Jul 20, 2026 | $989.08 | $988.58 |
| Jul 20, 2026 | $983.98 | $989.76 |
| Jul 20, 2026 | $982.99 | $986.74 |
| Jul 21, 2026 | $973.28 | $992.08 |
| Jul 21, 2026 | $970.48 | $994.68 |
| Jul 21, 2026 | $972.25 | $994.23 |
| Jul 22, 2026 | $976.46 | $994.79 |
| Jul 22, 2026 | $975.24 | $996.09 |
| Jul 22, 2026 | $971.61 | $994.44 |
| Jul 23, 2026 | $964.09 | $982.56 |
| Jul 23, 2026 | $961.14 | $980.26 |
| Jul 23, 2026 | $960.05 | $979.39 |
| Jul 24, 2026 | $971.35 | $983.91 |
| Jul 24, 2026 | $971.12 | $985.05 |
| Jul 24, 2026 | $973.40 | $980.97 |
| Jul 27, 2026 | $994.55 | $982.71 |
| Jul 27, 2026 | $992.68 | $979.21 |
| Jul 27, 2026 | $994.83 | $981.87 |
| Jul 28, 2026 | $1,020.46 | $981.33 |
| Jul 28, 2026 | $1,008.09 | $986.58 |
| Jul 28, 2026 | $1,010.97 | $985.09 |
| Jul 29, 2026 | $1,007.62 | $976.24 |
| Jul 29, 2026 | $1,012.63 | $976.31 |
| Jul 29, 2026 | $1,010.27 | $985.71 |
| Jul 30, 2026 | $1,000.10 | $978.11 |
| Jul 30, 2026 | $1,000.66 | $981.77 |
| Jul 30, 2026 | $1,002.57 | $984.15 |
| Jul 31, 2026 | $997.01 | $986.51 |
| Jul 31, 2026 | $999.17 | $989.31 |
| Jul 31, 2026 | $998.82 | $991.30 |
| Aug 3, 2026 | $996.56 | $1,003.51 |
| Aug 3, 2026 | $994.04 | $1,004.63 |
| Aug 3, 2026 | $991.61 | $1,006.96 |
| Aug 4, 2026 | $988.65 | $1,018.06 |
| Aug 4, 2026 | $991.26 | $1,023.33 |
| Aug 4, 2026 | $991.97 | $1,025.73 |
| Aug 5, 2026 | $998.33 | $1,027.61 |
| Aug 5, 2026 | $996.33 | $1,025.44 |
| Aug 5, 2026 | $994.96 | $1,024.83 |
| Aug 6, 2026 | $998.56 | $1,024.27 |
| Aug 6, 2026 | $996.98 | $1,021.61 |
| Aug 6, 2026 | $1,001.33 | $1,021.59 |
| Aug 7, 2026 | $999.81 | $1,026.72 |
| Aug 7, 2026 | $998.53 | $1,025.66 |
| Aug 7, 2026 | $997.80 | $1,025.01 |
| Aug 10, 2026 | $995.62 | $1,027.71 |
| Aug 10, 2026 | $993.45 | $1,027.27 |
PortfolioS&P 500
- Time-weighted return
- -0.66%
- Modified Dietz return
- -0.66%
- Normalized wealth
- 993.45
- Holdings
- 10
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 WMTWalmart Inc. Common Stock | +20.30% | 212.15 | $23,718.10 | $3,718.95 |
 COSTCostco Wholesale Corp | +15.66% | 19.33 | $18,295.48 | -$1,704.61 |
 TJXTJX Companies, Inc. (The) | +11.23% | 82.02 | $13,127.74 | $3,127.33 |
 CLColgate-Palmolive Company | +8.84% | 111.09 | $10,335.60 | $335.48 |
 YUMYum! Brands, Inc. | +8.34% | 66.47 | $9,740.76 | -$259.24 |
 TSNTyson Foods, Inc. | +8.09% | 164 | $9,453.05 | -$547.77 |
 MCDMcDonald's Corporation | +7.59% | 32.54 | $8,863.92 | -$1,136.17 |
 KRThe Kroger Co. | +7.49% | 154.52 | $8,758.40 | -$1,242.37 |
 PGProcter & Gamble Company | +7.32% | 58.66 | $8,552.86 | -$1,447.08 |
 SFMSprouts Farmers Market, Inc. | +5.15% | 69.77 | $6,016.96 | -$3,983.17 |