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 · 3 months
$960.05-$39.95 (-3.99%)
S&P 500: 1,045.89
| Date | Portfolio | S&P 500 |
|---|---|---|
| May 11, 2026 | $1,000.00 | Not available |
| May 11, 2026 | $1,000.00 | $1,000.00 |
| May 12, 2026 | $1,012.61 | $995.13 |
| May 13, 2026 | $1,014.73 | $998.15 |
| May 14, 2026 | $1,020.07 | $1,012.03 |
| May 15, 2026 | $1,017.27 | $1,003.03 |
| May 18, 2026 | $1,036.54 | $999.12 |
| May 19, 2026 | $1,041.54 | $990.51 |
| May 20, 2026 | $1,039.51 | $998.27 |
| May 21, 2026 | $1,016.72 | $998.91 |
| May 22, 2026 | $1,012.35 | $1,010.70 |
| May 26, 2026 | $997.73 | $1,015.27 |
| May 27, 2026 | $1,002.82 | $1,014.76 |
| May 28, 2026 | $990.75 | $1,020.17 |
| May 29, 2026 | $970.61 | $1,025.16 |
| Jun 1, 2026 | $958.40 | $1,026.02 |
| Jun 2, 2026 | $956.54 | $1,024.57 |
| Jun 3, 2026 | $960.78 | $1,026.19 |
| Jun 4, 2026 | $966.03 | $1,016.91 |
| Jun 5, 2026 | $984.94 | $1,018.00 |
| Jun 8, 2026 | $979.18 | $999.89 |
| Jun 9, 2026 | $984.83 | $997.86 |
| Jun 10, 2026 | $996.45 | $991.54 |
| Jun 11, 2026 | $995.98 | $981.47 |
| Jun 12, 2026 | $1,001.35 | $998.64 |
| Jun 15, 2026 | $1,000.25 | $1,021.01 |
| Jun 16, 2026 | $1,003.19 | $1,014.92 |
| Jun 17, 2026 | $983.18 | $1,002.25 |
| Jun 18, 2026 | $968.67 | $1,010.06 |
| Jun 22, 2026 | $963.12 | $1,006.88 |
| Jun 23, 2026 | $979.03 | $992.26 |
| Jun 24, 2026 | $984.40 | $991.80 |
| Jun 25, 2026 | $960.88 | $990.91 |
| Jun 26, 2026 | $968.83 | $986.05 |
| Jun 29, 2026 | $961.29 | $1,002.30 |
| Jun 30, 2026 | $956.73 | $1,010.10 |
| Jul 1, 2026 | $953.29 | $1,008.74 |
| Jul 2, 2026 | $977.80 | $1,007.41 |
| Jul 6, 2026 | $969.49 | $1,016.20 |
| Jul 7, 2026 | $976.00 | $1,011.38 |
| Jul 8, 2026 | $970.82 | $1,008.25 |
| Jul 9, 2026 | $957.23 | $1,016.79 |
| Jul 10, 2026 | $963.57 | $1,021.17 |
| Jul 13, 2026 | $963.97 | $1,013.35 |
| Jul 14, 2026 | $951.72 | $1,016.95 |
| Jul 15, 2026 | $942.68 | $1,020.65 |
| Jul 16, 2026 | $963.02 | $1,015.45 |
| Jul 17, 2026 | $956.80 | $1,005.40 |
| Jul 20, 2026 | $951.28 | $1,003.77 |
| Jul 21, 2026 | $942.01 | $1,012.15 |
| Jul 22, 2026 | $941.06 | $1,011.24 |
| Jul 23, 2026 | $932.38 | $998.49 |
| Jul 24, 2026 | $941.99 | $999.50 |
| Jul 27, 2026 | $959.31 | $999.72 |
| Jul 28, 2026 | $972.18 | $1,002.11 |
| Jul 29, 2026 | $977.14 | $986.69 |
| Jul 30, 2026 | $967.72 | $1,003.27 |
| Jul 31, 2026 | $961.26 | $1,010.46 |
| Aug 3, 2026 | $959.75 | $1,024.85 |
| Aug 4, 2026 | $961.07 | $1,043.32 |
| Aug 5, 2026 | $964.49 | $1,041.24 |
| Aug 6, 2026 | $969.31 | $1,039.58 |
| Aug 7, 2026 | $964.53 | $1,045.94 |
| Aug 10, 2026 | $960.05 | $1,045.89 |
PortfolioS&P 500
- Time-weighted return
- -3.99%
- Modified Dietz return
- -3.99%
- Normalized wealth
- 960.05
- 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 |