Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.
The S&P 500 closed the week up modestly and, following Friday’s trading session, the Nasdaq Composite was little changed over the last five trading session. Factoring that into the equation, the S&P 500 finished the first half of Q3 2026 up shy of 4% while the Nasdaq Composite gained less than 2%. By comparison, the Portfolio climbed 5% over the last six and half weeks, and that outperformance expanded our year-to-date lead over the S&P 500.
During the week, the market digested…