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 year
$976.09-$23.91 (-2.39%)
S&P 500: 1,211.3
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 11, 2025 | $1,000.00 | Not available |
| Aug 11, 2025 | $1,000.00 | $1,000.00 |
| Aug 12, 2025 | $1,000.10 | $1,010.65 |
| Aug 13, 2025 | $997.19 | $1,011.65 |
| Aug 14, 2025 | $988.69 | $1,013.57 |
| Aug 15, 2025 | $992.82 | $1,011.83 |
| Aug 18, 2025 | $990.13 | $1,011.15 |
| Aug 19, 2025 | $1,003.27 | $1,008.48 |
| Aug 20, 2025 | $1,008.12 | $1,003.44 |
| Aug 21, 2025 | $1,001.22 | $1,000.46 |
| Aug 22, 2025 | $995.68 | $1,016.09 |
| Aug 25, 2025 | $986.62 | $1,010.30 |
| Aug 26, 2025 | $981.27 | $1,009.88 |
| Aug 27, 2025 | $979.66 | $1,017.77 |
| Aug 28, 2025 | $975.74 | $1,017.87 |
| Aug 29, 2025 | $979.38 | $1,013.33 |
| Sep 2, 2025 | $979.97 | $1,006.81 |
| Sep 3, 2025 | $982.28 | $1,009.22 |
| Sep 4, 2025 | $989.41 | $1,016.35 |
| Sep 5, 2025 | $991.84 | $1,014.80 |
| Sep 8, 2025 | $991.68 | $1,020.30 |
| Sep 9, 2025 | $992.82 | $1,022.28 |
| Sep 10, 2025 | $986.66 | $1,025.62 |
| Sep 11, 2025 | $989.18 | $1,034.14 |
| Sep 12, 2025 | $992.14 | $1,034.92 |
| Sep 15, 2025 | $983.03 | $1,039.35 |
| Sep 16, 2025 | $980.76 | $1,040.39 |
| Sep 17, 2025 | $980.44 | $1,036.58 |
| Sep 18, 2025 | $975.23 | $1,042.26 |
| Sep 19, 2025 | $970.75 | $1,039.64 |
| Sep 22, 2025 | $967.09 | $1,048.62 |
| Sep 23, 2025 | $965.59 | $1,042.91 |
| Sep 24, 2025 | $966.62 | $1,039.03 |
| Sep 25, 2025 | $963.99 | $1,036.36 |
| Sep 26, 2025 | $962.49 | $1,040.31 |
| Sep 29, 2025 | $963.66 | $1,043.71 |
| Sep 30, 2025 | $963.53 | $1,042.69 |
| Oct 1, 2025 | $961.63 | $1,048.84 |
| Oct 2, 2025 | $954.66 | $1,051.77 |
| Oct 3, 2025 | $954.95 | $1,052.35 |
| Oct 6, 2025 | $944.73 | $1,054.48 |
| Oct 7, 2025 | $948.21 | $1,057.40 |
| Oct 8, 2025 | $950.58 | $1,056.55 |
| Oct 9, 2025 | $947.28 | $1,056.98 |
| Oct 10, 2025 | $946.15 | $1,036.33 |
| Oct 13, 2025 | $944.91 | $1,042.39 |
| Oct 14, 2025 | $960.90 | $1,043.14 |
| Oct 15, 2025 | $971.50 | $1,052.07 |
| Oct 16, 2025 | $976.96 | $1,036.79 |
| Oct 17, 2025 | $970.28 | $1,035.98 |
| Oct 20, 2025 | $972.52 | $1,055.64 |
| Oct 21, 2025 | $970.24 | $1,054.51 |
| Oct 22, 2025 | $972.06 | $1,052.92 |
| Oct 23, 2025 | $969.96 | $1,052.98 |
| Oct 24, 2025 | $963.47 | $1,066.46 |
| Oct 27, 2025 | $960.26 | $1,077.56 |
| Oct 28, 2025 | $956.55 | $1,078.92 |
| Oct 29, 2025 | $943.35 | $1,083.19 |
| Oct 30, 2025 | $925.07 | $1,073.86 |
| Oct 31, 2025 | $922.87 | $1,075.88 |
| Nov 3, 2025 | $923.57 | $1,074.57 |
| Nov 4, 2025 | $934.25 | $1,065.59 |
| Nov 5, 2025 | $933.72 | $1,064.96 |
| Nov 6, 2025 | $927.40 | $1,055.83 |
| Nov 7, 2025 | $935.95 | $1,042.51 |
| Nov 10, 2025 | $936.41 | $1,071.58 |
| Nov 11, 2025 | $944.71 | $1,068.33 |
| Nov 12, 2025 | $944.44 | $1,074.63 |
| Nov 13, 2025 | $947.79 | $1,066.88 |
| Nov 14, 2025 | $943.21 | $1,057.57 |
| Nov 17, 2025 | $941.55 | $1,046.78 |
| Nov 18, 2025 | $944.69 | $1,036.38 |
| Nov 19, 2025 | $940.85 | $1,042.00 |
| Nov 20, 2025 | $940.19 | $1,061.63 |
| Nov 21, 2025 | $958.60 | $1,039.03 |
| Nov 24, 2025 | $945.73 | $1,051.59 |
| Nov 25, 2025 | $953.81 | $1,052.73 |
| Nov 26, 2025 | $966.53 | $1,071.12 |
| Nov 28, 2025 | $975.57 | $1,074.65 |
| Dec 1, 2025 | $975.23 | $1,069.74 |
| Dec 2, 2025 | $967.07 | $1,071.72 |
| Dec 3, 2025 | $971.92 | $1,075.50 |
| Dec 4, 2025 | $965.49 | $1,073.76 |
| Dec 5, 2025 | $965.59 | $1,078.69 |
| Dec 8, 2025 | $956.90 | $1,075.03 |
| Dec 9, 2025 | $957.95 | $1,074.10 |
| Dec 10, 2025 | $961.28 | $1,075.36 |
| Dec 11, 2025 | $961.92 | $1,073.54 |
| Dec 12, 2025 | $974.49 | $1,072.08 |
| Dec 15, 2025 | $977.31 | $1,070.46 |
| Dec 16, 2025 | $969.90 | $1,067.38 |
| Dec 17, 2025 | $974.83 | $1,057.65 |
| Dec 18, 2025 | $971.22 | $1,063.77 |
| Dec 19, 2025 | $969.51 | $1,068.24 |
| Dec 22, 2025 | $965.08 | $1,076.91 |
| Dec 23, 2025 | $960.76 | $1,079.47 |
| Dec 24, 2025 | $965.77 | $1,085.64 |
| Dec 26, 2025 | $967.41 | $1,085.53 |
| Dec 29, 2025 | $966.22 | $1,081.66 |
| Dec 30, 2025 | $964.72 | $1,080.34 |
| Dec 31, 2025 | $960.25 | $1,072.34 |
| Jan 2, 2026 | $957.04 | $1,074.30 |
| Jan 5, 2026 | $954.52 | $1,081.46 |
| Jan 6, 2026 | $952.18 | $1,083.76 |
| Jan 7, 2026 | $952.89 | $1,089.77 |
| Jan 8, 2026 | $960.65 | $1,083.36 |
| Jan 9, 2026 | $972.78 | $1,087.36 |
| Jan 12, 2026 | $990.49 | $1,093.16 |
| Jan 13, 2026 | $990.94 | $1,092.77 |
| Jan 14, 2026 | $1,001.83 | $1,080.13 |
| Jan 15, 2026 | $1,001.19 | $1,088.56 |
| Jan 16, 2026 | $999.54 | $1,087.65 |
| Jan 20, 2026 | $996.50 | $1,065.51 |
| Jan 21, 2026 | $996.46 | $1,069.34 |
| Jan 22, 2026 | $1,000.84 | $1,083.52 |
| Jan 23, 2026 | $996.78 | $1,084.42 |
| Jan 26, 2026 | $1,001.63 | $1,089.34 |
| Jan 27, 2026 | $999.92 | $1,094.15 |
| Jan 28, 2026 | $996.90 | $1,094.00 |
| Jan 29, 2026 | $993.34 | $1,086.72 |
| Jan 30, 2026 | $997.54 | $1,088.14 |
| Feb 2, 2026 | $1,023.10 | $1,093.55 |
| Feb 3, 2026 | $1,025.00 | $1,084.30 |
| Feb 4, 2026 | $1,043.65 | $1,073.59 |
| Feb 5, 2026 | $1,051.67 | $1,064.18 |
| Feb 6, 2026 | $1,049.04 | $1,081.18 |
| Feb 9, 2026 | $1,054.29 | $1,091.25 |
| Feb 10, 2026 | $1,052.90 | $1,088.38 |
| Feb 11, 2026 | $1,043.26 | $1,086.50 |
| Feb 12, 2026 | $1,048.94 | $1,078.06 |
| Feb 13, 2026 | $1,066.33 | $1,076.96 |
| Feb 17, 2026 | $1,058.79 | $1,073.80 |
| Feb 18, 2026 | $1,053.09 | $1,079.21 |
| Feb 19, 2026 | $1,056.88 | $1,076.36 |
| Feb 20, 2026 | $1,042.12 | $1,083.63 |
| Feb 23, 2026 | $1,059.57 | $1,073.08 |
| Feb 24, 2026 | $1,067.39 | $1,081.15 |
| Feb 25, 2026 | $1,057.10 | $1,090.04 |
| Feb 26, 2026 | $1,059.19 | $1,083.94 |
| Feb 27, 2026 | $1,080.20 | $1,078.74 |
| Mar 2, 2026 | $1,068.59 | $1,079.35 |
| Mar 3, 2026 | $1,065.52 | $1,069.84 |
| Mar 4, 2026 | $1,062.90 | $1,077.38 |
| Mar 5, 2026 | $1,048.51 | $1,071.38 |
| Mar 6, 2026 | $1,056.60 | $1,057.33 |
| Mar 9, 2026 | $1,056.31 | $1,066.60 |
| Mar 10, 2026 | $1,052.37 | $1,064.88 |
| Mar 11, 2026 | $1,045.74 | $1,063.55 |
| Mar 12, 2026 | $1,042.20 | $1,047.40 |
| Mar 13, 2026 | $1,053.43 | $1,041.47 |
| Mar 16, 2026 | $1,057.53 | $1,052.07 |
| Mar 17, 2026 | $1,056.70 | $1,054.83 |
| Mar 18, 2026 | $1,040.17 | $1,040.12 |
| Mar 19, 2026 | $1,028.62 | $1,037.55 |
| Mar 20, 2026 | $1,018.36 | $1,019.89 |
| Mar 23, 2026 | $1,021.34 | $1,030.60 |
| Mar 24, 2026 | $1,022.63 | $1,027.14 |
| Mar 25, 2026 | $1,027.50 | $1,032.87 |
| Mar 26, 2026 | $1,027.34 | $1,014.42 |
| Mar 27, 2026 | $1,028.89 | $997.12 |
| Mar 30, 2026 | $1,035.18 | $993.79 |
| Mar 31, 2026 | $1,039.02 | $1,022.68 |
| Apr 1, 2026 | $1,036.85 | $1,030.38 |
| Apr 2, 2026 | $1,043.36 | $1,029.08 |
| Apr 6, 2026 | $1,048.50 | $1,036.18 |
| Apr 7, 2026 | $1,035.58 | $1,036.64 |
| Apr 8, 2026 | $1,046.22 | $1,061.90 |
| Apr 9, 2026 | $1,056.37 | $1,069.18 |
| Apr 10, 2026 | $1,048.55 | $1,068.47 |
| Apr 13, 2026 | $1,030.46 | $1,078.91 |
| Apr 14, 2026 | $1,030.05 | $1,092.06 |
| Apr 15, 2026 | $1,026.09 | $1,100.67 |
| Apr 16, 2026 | $1,026.32 | $1,102.38 |
| Apr 17, 2026 | $1,040.18 | $1,119.91 |
| Apr 20, 2026 | $1,038.41 | $1,114.48 |
| Apr 21, 2026 | $1,041.39 | $1,115.54 |
| Apr 22, 2026 | $1,039.17 | $1,114.21 |
| Apr 23, 2026 | $1,046.45 | $1,115.68 |
| Apr 24, 2026 | $1,044.02 | $1,120.93 |
| Apr 27, 2026 | $1,027.08 | $1,124.62 |
| Apr 28, 2026 | $1,033.85 | $1,118.66 |
| Apr 29, 2026 | $1,029.97 | $1,116.45 |
| Apr 30, 2026 | $1,045.65 | $1,119.44 |
| May 1, 2026 | $1,049.98 | $1,134.07 |
| May 4, 2026 | $1,043.40 | $1,129.09 |
| May 5, 2026 | $1,042.25 | $1,137.19 |
| May 6, 2026 | $1,044.63 | $1,150.40 |
| May 7, 2026 | $1,044.36 | $1,154.87 |
| May 8, 2026 | $1,043.53 | $1,158.31 |
| May 11, 2026 | $1,024.27 | $1,162.57 |
| May 12, 2026 | $1,037.19 | $1,156.91 |
| May 13, 2026 | $1,039.36 | $1,160.41 |
| May 14, 2026 | $1,044.82 | $1,176.56 |
| May 15, 2026 | $1,041.95 | $1,166.09 |
| May 18, 2026 | $1,061.70 | $1,161.55 |
| May 19, 2026 | $1,066.82 | $1,151.54 |
| May 20, 2026 | $1,064.74 | $1,160.56 |
| May 21, 2026 | $1,041.39 | $1,161.30 |
| May 22, 2026 | $1,036.91 | $1,175.01 |
| May 26, 2026 | $1,021.94 | $1,180.32 |
| May 27, 2026 | $1,027.16 | $1,179.72 |
| May 28, 2026 | $1,014.80 | $1,186.01 |
| May 29, 2026 | $994.16 | $1,191.82 |
| Jun 1, 2026 | $981.66 | $1,192.82 |
| Jun 2, 2026 | $979.75 | $1,191.13 |
| Jun 3, 2026 | $984.09 | $1,193.01 |
| Jun 4, 2026 | $989.48 | $1,182.23 |
| Jun 5, 2026 | $1,008.84 | $1,183.49 |
| Jun 8, 2026 | $1,002.94 | $1,162.44 |
| Jun 9, 2026 | $1,008.73 | $1,160.08 |
| Jun 10, 2026 | $1,020.64 | $1,152.73 |
| Jun 11, 2026 | $1,020.15 | $1,141.03 |
| Jun 12, 2026 | $1,025.65 | $1,160.98 |
| Jun 15, 2026 | $1,024.53 | $1,186.99 |
| Jun 16, 2026 | $1,027.53 | $1,179.91 |
| Jun 17, 2026 | $1,007.04 | $1,165.18 |
| Jun 18, 2026 | $992.18 | $1,174.27 |
| Jun 22, 2026 | $986.49 | $1,170.57 |
| Jun 23, 2026 | $1,002.79 | $1,153.57 |
| Jun 24, 2026 | $1,008.29 | $1,153.04 |
| Jun 25, 2026 | $984.20 | $1,152.00 |
| Jun 26, 2026 | $992.34 | $1,146.35 |
| Jun 29, 2026 | $984.62 | $1,165.24 |
| Jun 30, 2026 | $979.95 | $1,174.31 |
| Jul 1, 2026 | $976.42 | $1,172.73 |
| Jul 2, 2026 | $1,001.53 | $1,171.19 |
| Jul 6, 2026 | $993.02 | $1,181.41 |
| Jul 7, 2026 | $999.69 | $1,175.79 |
| Jul 8, 2026 | $994.38 | $1,172.16 |
| Jul 9, 2026 | $980.46 | $1,182.08 |
| Jul 10, 2026 | $986.95 | $1,187.18 |
| Jul 13, 2026 | $987.36 | $1,178.09 |
| Jul 14, 2026 | $974.82 | $1,182.27 |
| Jul 15, 2026 | $965.56 | $1,186.57 |
| Jul 16, 2026 | $986.39 | $1,180.53 |
| Jul 17, 2026 | $980.02 | $1,168.84 |
| Jul 20, 2026 | $974.37 | $1,166.95 |
| Jul 21, 2026 | $964.87 | $1,176.69 |
| Jul 22, 2026 | $963.90 | $1,175.64 |
| Jul 23, 2026 | $955.01 | $1,160.81 |
| Jul 24, 2026 | $964.85 | $1,161.99 |
| Jul 27, 2026 | $982.59 | $1,162.24 |
| Jul 28, 2026 | $995.77 | $1,165.02 |
| Jul 29, 2026 | $1,000.86 | $1,147.09 |
| Jul 30, 2026 | $991.21 | $1,166.37 |
| Jul 31, 2026 | $984.59 | $1,174.72 |
| Aug 3, 2026 | $983.04 | $1,191.45 |
| Aug 4, 2026 | $984.40 | $1,212.94 |
| Aug 5, 2026 | $987.90 | $1,210.51 |
| Aug 6, 2026 | $992.84 | $1,208.58 |
| Aug 7, 2026 | $987.94 | $1,215.97 |
| Aug 10, 2026 | $983.68 | $1,215.61 |
| Aug 11, 2026 | $976.09 | $1,211.30 |
PortfolioS&P 500
- Time-weighted return
- -2.39%
- Modified Dietz return
- -2.39%
- Normalized wealth
- 976.09
- Holdings
- 10
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 WMTWalmart Inc. Common Stock | +20.63% | 212.15 | $23,932.37 | $3,933.22 |
 COSTCostco Wholesale Corp | +15.72% | 19.33 | $18,225.90 | -$1,774.19 |
 TJXTJX Companies, Inc. (The) | +11.03% | 82.02 | $12,787.36 | $2,786.96 |
 CLColgate-Palmolive Company | +8.85% | 111.09 | $10,261.17 | $261.06 |
 YUMYum! Brands, Inc. | +8.27% | 66.47 | $9,596.52 | -$403.48 |
 TSNTyson Foods, Inc. | +8.01% | 164 | $9,295.61 | -$705.21 |
 MCDMcDonald's Corporation | +7.64% | 32.54 | $8,863.92 | -$1,136.17 |
 KRThe Kroger Co. | +7.45% | 154.52 | $8,645.60 | -$1,355.17 |
 PGProcter & Gamble Company | +7.33% | 58.66 | $8,500.66 | -$1,499.29 |
 SFMSprouts Farmers Market, Inc. | +5.06% | 69.77 | $5,871.84 | -$4,128.29 |