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 · 6 months
$932.72-$67.28 (-6.73%)
S&P 500: 1,114.24
| Date | Portfolio | S&P 500 |
|---|---|---|
| Feb 9, 2026 | $1,000.00 | Not available |
| Feb 9, 2026 | $1,000.00 | $1,000.00 |
| Feb 10, 2026 | $998.68 | $997.36 |
| Feb 11, 2026 | $989.54 | $995.64 |
| Feb 12, 2026 | $994.92 | $987.91 |
| Feb 13, 2026 | $1,011.42 | $986.90 |
| Feb 17, 2026 | $1,004.27 | $984.00 |
| Feb 18, 2026 | $998.87 | $988.96 |
| Feb 19, 2026 | $1,002.46 | $986.35 |
| Feb 20, 2026 | $988.46 | $993.01 |
| Feb 23, 2026 | $1,005.01 | $983.34 |
| Feb 24, 2026 | $1,012.43 | $990.74 |
| Feb 25, 2026 | $1,002.66 | $998.89 |
| Feb 26, 2026 | $1,004.65 | $993.30 |
| Feb 27, 2026 | $1,024.57 | $988.53 |
| Mar 2, 2026 | $1,013.56 | $989.09 |
| Mar 3, 2026 | $1,010.65 | $980.37 |
| Mar 4, 2026 | $1,008.17 | $987.29 |
| Mar 5, 2026 | $994.52 | $981.79 |
| Mar 6, 2026 | $1,002.20 | $968.92 |
| Mar 9, 2026 | $1,001.92 | $977.40 |
| Mar 10, 2026 | $998.18 | $975.83 |
| Mar 11, 2026 | $991.89 | $974.61 |
| Mar 12, 2026 | $988.54 | $959.81 |
| Mar 13, 2026 | $999.19 | $954.38 |
| Mar 16, 2026 | $1,003.08 | $964.09 |
| Mar 17, 2026 | $1,002.29 | $966.63 |
| Mar 18, 2026 | $986.61 | $953.14 |
| Mar 19, 2026 | $975.65 | $950.79 |
| Mar 20, 2026 | $965.92 | $934.61 |
| Mar 23, 2026 | $968.75 | $944.42 |
| Mar 24, 2026 | $969.97 | $941.25 |
| Mar 25, 2026 | $974.59 | $946.49 |
| Mar 26, 2026 | $974.44 | $929.59 |
| Mar 27, 2026 | $975.91 | $913.74 |
| Mar 30, 2026 | $981.88 | $910.69 |
| Mar 31, 2026 | $985.52 | $937.16 |
| Apr 1, 2026 | $983.46 | $944.22 |
| Apr 2, 2026 | $989.64 | $943.03 |
| Apr 6, 2026 | $994.51 | $949.54 |
| Apr 7, 2026 | $982.26 | $949.95 |
| Apr 8, 2026 | $992.35 | $973.10 |
| Apr 9, 2026 | $1,001.98 | $979.77 |
| Apr 10, 2026 | $994.56 | $979.12 |
| Apr 13, 2026 | $977.40 | $988.69 |
| Apr 14, 2026 | $977.01 | $1,000.73 |
| Apr 15, 2026 | $973.26 | $1,008.63 |
| Apr 16, 2026 | $973.47 | $1,010.20 |
| Apr 17, 2026 | $986.62 | $1,026.26 |
| Apr 20, 2026 | $984.94 | $1,021.28 |
| Apr 21, 2026 | $987.77 | $1,022.26 |
| Apr 22, 2026 | $985.66 | $1,021.04 |
| Apr 23, 2026 | $992.56 | $1,022.38 |
| Apr 24, 2026 | $990.26 | $1,027.20 |
| Apr 27, 2026 | $974.20 | $1,030.58 |
| Apr 28, 2026 | $980.61 | $1,025.11 |
| Apr 29, 2026 | $976.93 | $1,023.09 |
| Apr 30, 2026 | $991.81 | $1,025.83 |
| May 1, 2026 | $995.91 | $1,039.24 |
| May 4, 2026 | $989.67 | $1,034.67 |
| May 5, 2026 | $988.58 | $1,042.09 |
| May 6, 2026 | $990.84 | $1,054.20 |
| May 7, 2026 | $990.59 | $1,058.30 |
| May 8, 2026 | $989.80 | $1,061.45 |
| May 11, 2026 | $971.53 | $1,065.35 |
| May 12, 2026 | $983.78 | $1,060.16 |
| May 13, 2026 | $985.84 | $1,063.38 |
| May 14, 2026 | $991.02 | $1,078.17 |
| May 15, 2026 | $988.30 | $1,068.58 |
| May 18, 2026 | $1,007.03 | $1,064.41 |
| May 19, 2026 | $1,011.88 | $1,055.24 |
| May 20, 2026 | $1,009.91 | $1,063.51 |
| May 21, 2026 | $987.77 | $1,064.19 |
| May 22, 2026 | $983.52 | $1,076.75 |
| May 26, 2026 | $969.32 | $1,081.62 |
| May 27, 2026 | $974.27 | $1,081.07 |
| May 28, 2026 | $962.55 | $1,086.84 |
| May 29, 2026 | $942.97 | $1,092.16 |
| Jun 1, 2026 | $931.11 | $1,093.08 |
| Jun 2, 2026 | $929.30 | $1,091.52 |
| Jun 3, 2026 | $933.42 | $1,093.25 |
| Jun 4, 2026 | $938.53 | $1,083.37 |
| Jun 5, 2026 | $956.89 | $1,084.53 |
| Jun 8, 2026 | $951.30 | $1,065.24 |
| Jun 9, 2026 | $956.79 | $1,063.07 |
| Jun 10, 2026 | $968.08 | $1,056.33 |
| Jun 11, 2026 | $967.62 | $1,045.61 |
| Jun 12, 2026 | $972.84 | $1,063.90 |
| Jun 15, 2026 | $971.77 | $1,087.73 |
| Jun 16, 2026 | $974.62 | $1,081.25 |
| Jun 17, 2026 | $955.19 | $1,067.74 |
| Jun 18, 2026 | $941.09 | $1,076.07 |
| Jun 22, 2026 | $935.69 | $1,072.69 |
| Jun 23, 2026 | $951.16 | $1,057.11 |
| Jun 24, 2026 | $956.37 | $1,056.62 |
| Jun 25, 2026 | $933.52 | $1,055.67 |
| Jun 26, 2026 | $941.24 | $1,050.49 |
| Jun 29, 2026 | $933.92 | $1,067.80 |
| Jun 30, 2026 | $929.49 | $1,076.11 |
| Jul 1, 2026 | $926.14 | $1,074.66 |
| Jul 2, 2026 | $949.96 | $1,073.25 |
| Jul 6, 2026 | $941.89 | $1,082.61 |
| Jul 7, 2026 | $948.21 | $1,077.47 |
| Jul 8, 2026 | $943.18 | $1,074.14 |
| Jul 9, 2026 | $929.98 | $1,083.23 |
| Jul 10, 2026 | $936.13 | $1,087.90 |
| Jul 13, 2026 | $936.52 | $1,079.57 |
| Jul 14, 2026 | $924.62 | $1,083.41 |
| Jul 15, 2026 | $915.84 | $1,087.35 |
| Jul 16, 2026 | $935.60 | $1,081.81 |
| Jul 17, 2026 | $929.56 | $1,071.10 |
| Jul 20, 2026 | $924.20 | $1,069.37 |
| Jul 21, 2026 | $915.18 | $1,078.29 |
| Jul 22, 2026 | $914.27 | $1,077.33 |
| Jul 23, 2026 | $905.83 | $1,063.74 |
| Jul 24, 2026 | $915.17 | $1,064.82 |
| Jul 27, 2026 | $932.00 | $1,065.05 |
| Jul 28, 2026 | $944.50 | $1,067.60 |
| Jul 29, 2026 | $949.32 | $1,051.17 |
| Jul 30, 2026 | $940.17 | $1,068.83 |
| Jul 31, 2026 | $933.89 | $1,076.49 |
| Aug 3, 2026 | $932.43 | $1,091.82 |
| Aug 4, 2026 | $933.71 | $1,111.51 |
| Aug 5, 2026 | $937.03 | $1,109.29 |
| Aug 6, 2026 | $941.71 | $1,107.51 |
| Aug 7, 2026 | $937.07 | $1,114.29 |
| Aug 10, 2026 | $932.72 | $1,114.24 |
PortfolioS&P 500
- Time-weighted return
- -6.73%
- Modified Dietz return
- -6.73%
- Normalized wealth
- 932.72
- 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 |