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Week 13 - Portfolio Model  
Current Portfolio
Week 13 - 2026 | From Mar. 23 to Mar. 29, 2026
Performance Portfolio Portfolio Charts History 18.03% Up
Perf Portfo Charts Hist Week 13
Tradingvesting.com   Simulated Portfolio | 2026 USA InvestingToro.com | Week 13      
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Tradingvesting.com   Simulated Portfolio | 2026 USA Holdings | Week 13      
Portfolio | Positions Porfolio | Allocation 23.Mar.26 27.Mar.26 Week 13 Portfolio | End
No Type Ticker Date Days Mov Allo Initial Qty Paid Open Close Pts W/W U/D End Wk Result
1 Stock AAPL 24.Mar.26 0 Enter 7.2% $87,122 348 $250.35 $253.97 $248.80 -5.17 -2.04% Up $86,582 -$539
2 Stock AMZN 24.Mar.26 0 Enter 6.2% $74,430 360 $206.75 $209.79 $199.34 -10.45 -4.98% Up $71,762 -$2,668
3 Stock BA 24.Mar.26 0 Enter 6.2% $74,723 383 $195.10 $198.91 $190.52 -8.39 -4.22% Up $72,969 -$1,754
... Stock MU 23.Feb.26 28 Exit ... ... 190 $422.31 ... ... ... ... ... ... ...
4 Stock NVDA 24.Mar.26 0 Enter 5.8% $69,900 400 $174.75 $177.26 $167.52 -9.74 -5.49% Up $67,008 -$2,892
... Stock XOM 23.Feb.26 21 Exit ... ... 500 $159.35 ... ... ... ... ... ... ...
5 ETF ACWI 24.Mar.26 0 Enter 12.4% $149,299 1,087 $137.35 $138.72 $134.55 -4.17 -3.01% Up $146,256 -$3,044
6 ETF IVOO 05.Jan.26 77 Hold 8.9% $107,159 951 $112.68 $114.00 $111.92 -2.08 -1.82% Up $106,436 -$723
7 ETF IWM 16.Mar.26 7 Hold 9.0% $108,376 441 $245.75 $247.17 $243.10 -4.07 -1.65% Up $107,207 -$1,169
... ETF IYZ 05.Jan.26 77 Exit ... ... 3,217 $34.21 ... ... ... ... ... ... ...
8 ETF QQQ 16.Mar.26 7 Hold 8.9% $106,689 183 $583.00 $590.52 $562.58 -27.94 -4.73% Up $102,952 -$3,737
... ETF UCO 23.Feb.26 21 Exit ... ... 1,863 $28.18 ... ... ... ... ... ... ...
... ETF USO 02.Feb.26 49 Exit ... ... 1,500 $76.83 ... ... ... ... ... ... ...
... ETF XLE 05.Jan.26 77 Exit ... ... 2,460 $44.72 ... ... ... ... ... ... ...
9 ETF XLF 24.Mar.26 0 Enter 9.3% $112,325 2,290 $49.05 $49.70 $47.81 -1.89 -3.80% Up $109,485 -$2,840
10 ETF XLY 24.Mar.26 0 Enter 9.1% $109,981 1,009 $109.00 $109.78 $105.68 -4.10 -3.73% Up $106,631 -$3,350
... ETF XTL 23.Feb.26 28 Exit ... ... 700 $177.55 ... ... ... ... ... ... ...
11 Liq Cash 19.Jan.26 56 Hold 16.9% $202,992 1 ... ... ... ... .... Up $202,992 ...
11 Positions     Total 100% $1,044,451           Finished $1,180,281 ...
        Started $1,000,003           Week 13 -$7,331 -0.73%
                        YTD $180,281 18.03%
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Tradingvesting.com   Portfolio Model | 2026 USA Performance | Last 5 Weeks      
Year 2026 Portfolio Weekly S&P 500 Index View
Week From To Pos End Week W/W W/W% U/D YTD YTD% U/D %Chg Wk YTD Yr Details
Week 09
23.Feb.26 01.Mar.26 11 $1,121,804 $8,255 0.83% Up $121,804 12.18% Up -0.32% Down 0.01% Up View Portfolio
Week 10
02.Mar.26 08.Mar.26 11 $1,141,758 $19,953 2.00% Up $141,758 14.18% Up -1.24% Down -2.01% Down View Portfolio
Week 11
09.Mar.26 15.Mar.26 11 $1,181,096 $39,339 3.93% Up $181,096 18.11% Up -1.01% Down -3.58% Down View Portfolio
Week 12
16.Mar.26 22.Mar.26 11 $1,187,612 $6,516 0.65% Up $187,612 18.76% Up -2.52% Down -5.40% Down View Portfolio
Week 14
23.Mar.26 29.Mar.26 11 $1,180,281 -$7,331 -0.73% Down $181,096 18.03% Up -3.14% Down -7.41% Down View Portfolio
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PORTFOLIO MODEL

Portfolio Model → Long-Term Investing

In a nutshell....

  • We Exit MU
  • We Exit XOM
  • We Exit IYZ
  • We Exit UCO
  • We Exit USO
  • We Exit XLE
  • We Exit XTL
  • Total Cash: $202,982
  • We Enter AAPL
  • We Enter AMZN
  • We Enter BA
  • We Enter NVDA
  • We Enter ACWI
  • We Enter XLF
  • We Enter XLY

  • Out of the 11 Positions: 4 Stocks and 6 ETFs
  • Allocation: 25% Stocks and 58% ETFs.
  • Cash 17 %

  • The Week Finished with a Balance of -$7,331 and a Total of $1.180.281
  • InvestingToro → W/W -0.73%, YTD 18.03%
  • S&P 500 Index → W/W -0.06%, YTD 0.90%
  • We started the Year with a $1,000,000 Portfolio.

Not considered....

  • Broker Commissions
  • Dividends
  • Interest on idle Cash


    Read: CFTC rule 4.41: Hypothetical or Simulated Performance Results

 
Simulated Portfolio | Descriptions Simulated Porfolio | Week 13
No Type Ticker Description Date Time Qty Price Total
1 ETF XOM Exit Exxon Mobil Corporation (XOM)
02.Mar.2026 9:30 am 500 $159.35 $79,675
  Exit at... 24.Mar.2026 11:45 am 500 $167.01 $83,505
  Total XLP 0 $7.66 $3,830
2 ETF IYZ Exit iShares U.S. Telecommunications ETF (IYZ) 05.Jan.2026 9:30 am 3,217 $34.21 $110,054
  Exit at... 24.Mar.2026 11:45 am 3,217 $40.25 $129,484
  Total XLY 0 $6.04 $19,431
2 ETF UCO Exit ProShares Ultra Bloomberg Crude Oil (UCO) 02.Mar.2026 9:30 am 1,863 $28.18 $52,499
  Exit at... 24.Mar.2026 11:45 am 1,863 $40.75 $75,917
  Total XLY 0 $12.57 $23,418
2 ETF USO Exit United States Oil Fund, LP (USO) 09.Feb.2026 9:30 am 1,500 $76.83 $115,245
  Exit at... 24.Mar.2026 11:45 am 1,500 $115.35 $173,025
  Total XLY 0 $38.52 $57,780
2 ETF XLE Exit State Street Energy (XLE) 05.Jan.2026 9:30 am 2,460 $44.72 $110,011
  Exit at... 24.Mar.2026 11:45 am 2,460 $61.15 $150,429
  Total XLY 0 $16.43 $40,418
2 ETF XTL Exit State Street Telecom (XTL) 23.Feb.2026 9:30 am 700 $177.55 $124,285
  Exit at... 24.Mar.2026 11:45 am 700 $196.10 $137,270
  Total XLY 0 $18.55 $12,985
2 ETF MU Exit Micron Technology, Inc. (MU) 23.Feb.2026 9:30 am 190 $422.31 $80,239
  Exit at... 24.Mar.2026 11:45 am 190 $426.25 $80,988
  Total XLY 0 $3.94 $749
Exit   Total Exit P/L $672,008
  Prior Week Cash
  Week 13 Cash
Cash   Total Cash $202,982
No Type Ticker Description Date Time Qty Price Total
1 Stock Entered AAPL Apple Inc (AAPL) 24.Mar.2026 15:30 348 $250.35 $87,122
2 Stock Entered AMZN Amazon.com Inc (AMZN) 24.Mar.2026 15:30 360 $206.75 $74,430
3 Stock Entered BA Boeing Company (BA) 24.Mar.2026 15:30 383 $195.10 $74,723
4 Stock Entered NVDA NVIDIA Corporation (NVDA) 24.Mar.2026 15:30 400 $174.75 $69,900
5 ETF Entered ACWI iShares MSCI ACWI (ACWI) 24.Mar.2026 15:30 1,087 $137.35 $149,299
9 ETF Entered XLF State Street Financial (XLF) 24.Mar.2026 15:30 2,290 $49.05 $112,325
10 ETF Entered XLY State Street Consumer Discretionary (XLY) 24.Mar.2026 15:30 1,009 $109.00 $109,981
Enter   Total Enter $677,780
     
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Tradingvesting.com   In a Nutshell | We Did... USA Explain... Performance   History
         
   
  Portfolio Model Week 13 | From Mar 23 to Mar 20, 2026
   
                         
  1. What We Enter       2. What We Exit      
                               
    Instrument Initial Qty Price Btg Date   Instrument P. Btg Qty P. Sold Date  
       
    1. Stock - AAPL $87,122 348 $250.35 24.Mar.26   1. Stock - MU ... 190 ... 24.Mar.26  
    2. Stock - AMZN $74,430 360 $206.75 24.Mar.26   2. Stock - XOM ... 500 ... 24.Mar.26  
    3. Stock - BA $74,723 383 $195.10 24.Mar.26   3. ETF - IYZ $110,054 3,217 ... 24.Mar.26  
    4. Stock - NVDA $69,900 400 $174.75 24.Mar.26   4. ETF - UCO $80,239 1,863 ... 24.Mar.26  
    5. ETF - ACWI $149,299 1,087 $137.35 24.Mar.26   5. ETF - USO $115,245 1,500 ... 24.Mar.26  
    6. ETF - XLF $112,325 2,290 $49.05 24.Mar.26   6. ETF - XLE $110,011 2,460 ... 24.Mar.26  
    7. ETF - XLY $109,981 1,009 $109.00 24.Mar.26   7. ETF - XTL $122,865 700 ... 24.Mar.26  
                               
    3. End-Week Allocation       4. End-Week Review      
                               
    Instrument Allo% Qty Total     Period - Week TraInv S&P 500      
    Stocks 25.0% 4 $298,322     Week 12 $1,187.612        
    ETF 58.0% 6 $678,967     Week 13 $1,180.281        
    Cash 17.0% 1 $202,992     W/W% -0.73% -3.14%      
    Total 100% 11 $1,180,281     YTD % 18.03% -7.41%      
                             
    5. Description         6. Holdings      
                               
    On Monday Mar 23, we Enter 4 Stocks and 3 ETFs.   Stocks: AAPL, AMZN, BA, NVDA  
    We Exit 2 Stocks and 5 ETFs   ETF: ACWI, IVOO, IWM, QQQ, XLF, XLY  
    The week Ended at -0.73% and the SP 500 at -3.18%   Cash: $202,992  
                               
       
 
         
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