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Week 03 - 2026 | From Jan. 12 to Jan. 16, 2026
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Tradingvesting.com   Simulated Portfolio | 2026 USA Holdings | Week 03   Today's Week Today's Week
Portfolio | Positions Porfolio | Allocation 12.Jan.26 16.Jan.26 Week 03 Portfolio | End
No Type Ticker Date Days Mov Allo Initial Qty Paid Open Close Pts W/W U/D End Wk Result
1 Stock AMZN 05.Jan.26 7 Hold 6.0% $59,956 260 $228.84 $246.73 $239.12 -7.61 -3.08% Up $62,171 $2,673
2 Stock GOOG 05.Jan.26 7 Hold 6.0% $60,038 170 $317.66 $325.80 $330.00 4.2 1.29% Up $56,100 $2,098
3 ETF IVOO 05.Jan.26 7 Hold 11.6% $116,522 1,025 $113.68 $116.57 $118.59 2.02 1.73% Up $121,555 $5,033
4 ETF IYZ 05.Jan.26 7 Hold 10.9% $110,054 3,217 $34.21 $33.54 $33.77 0.23 0.69% Up $108,638 -$1,415
5 ETF VNQ 05.Jan.26 7 Hold 10.9% $109,934 1,245 $88.30 $89.58 $92.62 3.04 3.39% Up $115,312 $5,378
6 ETF XLE 05.Jan.26 7 Hold 10.9% $110,011 2,460 $44.72 $46.75 $47.69 0.94 2.01% Up $117,317 $7,306
7 ETF XLI 05.Jan.26 7 Hold 10.9% $110,023 707 $155.62 $161.63 $166.90 5.27 3.26% Up $117,998 $7,975
8 ETF XLP 05.Jan.26 7 Hold 10.9% $109,980 1,418 $77.56 $79.53 $82.11 2.58 3.24% Up $116,432 $6,452
9 ETF XLV 05.Jan.26 7 Hold 10.9% $110,068 712 $154.59 $157.33 $155.74 -1.59 -1.01% Up $110,887 $819
10 ETF XLY 05.Jan.26 7 Hold 10.9% $109,910 924 $118.95 $123.87 $122.30 -1.57 -1.27% Up $113,005 $3,095
... Liq Cash ... ... ... ... .... ... ... ... ... ... .... ... ..... ....
10 Positions     Total 100% $1,000,002           Finished $1,039,416 $39,414
                        Week 03 $10,948 1.09%
                        YTD $39,414 3.94%
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Tradingvesting.com   Simulated Portfolio | 2026 USA Performance | Week 03 Performance Today's Week
Year 2026 Portfolio Weekly S&P 500 Index Pfl
Week From To Pos End Week W/W W/W% U/D YTD YTD% U/D %Chg Wk YTD Yr Details
02.Jan.26 05.Jan.06 0 $1,000,000 $0 0.00% Nule $0 0% Nule -0.29% Down -0.29% Down View Portfolio
Week 02
05.Jan.26 11.Jan.26 10 $1,028,468 $28,466 2.85% Up $28,456 2.85% Up 1.07% Up 1.28% Up View Portfolio
Week 03
12.Jan.26 18.Jan.26 10 $1,039,416 $10,948 1.09% Up $39,414 3.94% Up -0.06% Down 0.90% Up View Portfolio
__________ _________ _________ _____ ___________ __________ ________ ____ __________ ________ ____ _______ ____ _______ ____ _________
     
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PORTFOLIO MODEL - WEEK 03

Portfolio Model → Long-Term Investing

In a nutshell....

  • We Hold 10 positions. No action needed.
  • Stocks → AMZN, GOOG
  • ETFs → IVOO, IYZ, VNQ, XLE, XLI, XLP, XLV, XLY

  • Out of the 10 positions: 2 Stocks and 8 ETFs
  • Allocation: 12% Stocks and 88% ETFs
  • Cash 0%

  • The Week Finished with a Balance of $39,414 and a Total of $1.039.416
  • Tradingvesting → W/W 1.09%, YTD 3.94%
  • 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

 
  1) Actions  
  Positions Action Ticker Description Bought Time Qty Paid Total  
  1 Hold AMZN Hold AMZN   Stock - Amazon (AMZN)   05/Jan/2026   9:30   260   $228.84   $59,498  
  2 Hold GOOGL Hold GOOGL   Stock - Alphabet (GOOGL)   05/Jan/2026   9:30   170   $317.66   $54,002  
  3 Hold MidCap 400 Hold IVOO   ETF - Vanguard S&P Mid-Cap 400 (IVOO)   05/Jan/2026   9:30   1,025   $113.68   $116,522  
  4 Hold Communication Hold IYZ   ETF - iShares U.S. Telecommunications (IYZ)   05/Jan/2026   9:30   3,217   $34.21   $110,054  
  5 Hold RealEstate Hold VNQ   ETF - Vanguard Real Estate (VNQ)   05/Jan/2026   9:30   1,245   $88.30   $109,934  
  6 Hold Energy Hold XLE   ETF - StateStreet Energy (XLE)   05/Jan/2026   9:30   2,460   $44.72   $110,011  
  7 Hold Industrial Hold XLI   ETF - StateStreet Industrials (XLI)   05/Jan/2026   9:30   707   $155.62   $110,023  
  8 Hold Staples Hold XLP   ETF - StateStreet Consumer Staples (XLP)   05/Jan/2026   9:30   1,418   $77.56   $109,980  
  9 Hold HealthCare Hold XLV   ETF - StateStreet Health Care (XLV)   05/Jan/2026   9:30   712   $154.59   $110,068  
  10 Hold Discretionary Hold XLY   ETF - StateStreet Consumer Discretionary (XLY)   05/Jan/2026   9:30   925   $118.95   $109,910  
                                $1,000,002  
     
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Tradingvesting.com   In a Nutshell | We Did... USA Explain... Performance Today's Week
         
   
  Portfolio Model Week 03 | From Jan 12 to Jan 16, 2026
   
                         
  1. What We Enter       2. What We Exit      
                               
    Instrument Initial Qty Enter Date   Instrument Initial Qty Exit Date  
       
    No Entries           No Exits          
                               
                               
                               
                               
                               
                               
                               
    3. End-Week Allocation       4. End-Week Review      
                               
    Instrument Allo% Qty Total     Period - Week TraInv S&P 500      
    Stocks 11% 2 $0,0     Week 02 $1.028,468        
    ETF 89% 10 $0,0     Week 03 $1,039.416        
    Cash 100% 0 $0     W/W% 1.09% -0.06%      
    Total 100% 10 $1,038,418     YTD % 3.94% 0.90%      
                             
    5. Description         6. Holdings      
                               
    On Monday Jan 12, we hold positions   Stocks: AMZN, GOOG  
    No action needed   ETF: IVOO. IYZ, VNQ, XLED, XLI, XLP, XLV, XLY  
    The week Ended positive at 3.94% and the SP 500 at -0.06%   Cash: $0  
                               
       
 
         
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