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Week 12 - 2026 | From Mar. 16 to Mar. 22, 2026
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Tradingvesting.com   Simulated Portfolio | 2026 USA Holdings | Week 12   Today's Week Today's Week
Portfolio | Positions Porfolio | Allocation 16.Mar.26 20.Mar.26 Week 12 Portfolio | End
No Type Ticker Date Days Mov Allo Initial Qty Paid Open Close Pts W/W U/D End Wk Result
1 Stock MU 23.Feb.26 21 Hold 7.7% $80,239 190 $422.31 $446.16 $422.90 -23.26 -5.21% Up $80,351 $112
2 Stock XOM 23.Feb.26 14 Hold 7.7% $80,239 190 $422.31 $156.00 $159.67 3.67 2.35% Up $79,835 $160
3 ETF IVOO 05.Jan.26 70 Hold 10.4% $108,110 951 $113.68 $114.55 $111.79 -2.76 -2.41% Up $106,312 -$1,797
4 ETF IWM 16.Mar.26 0 Enter 10.5% $110,144 441 $249.76 $249.76 $242.22 -7.54 -3.02% Up $106,819 -$3,325
5 ETF IYZ 05.Jan.26 70 Hold 10.5% $110,054 3,217 $34.21 $39.40 $39.03 -0.37 -0.94% Up $125,560 $15,506
6 ETF QQQ 16.Mar.26 0 Enter 10.5% $109,807 183 $600.04 $600.04 $582.06 -17.98 -3.00% Up $106,517 -$3,290
7 ETF UCO 23.Feb.26 14 Hold 5.0% $80,239 190 $422.31 $39.42 $42.95 3.53 8.95% Up $80,016 $27,517
8 ETF USO 02.Feb.26 42 Hold 11.0% $115,245 1,500 $76.83 $116.93 $121.43 4.50 3.85% Up $182,145 $66,900
9 ETF XLE 05.Jan.26 70 Hold 10.5% $110,011 2,460 $44.72 $57.76 $59.31 1.55 2.68% Up $145,903 $35,891
... ETF XLP 05.Jan.26 70 Exit ... ... 1,418 $77.56 $85.27 ... ... ... ... ... ...
10 ETF XTL 23.Feb.26 21 Hold 11.9% $122,865 692 $177.55 $187.66 $185.39 -2.27 -1.21% Up $129,773 $5,488
... ETF XLY 05.Jan.26 70 Exit ... ... 924 $118.95 $112.94 ... ... ... ... ... ...
11 Liq Cash 19.Jan.26 49 Hold 4.2% $44,382 1 ... ... ... ... .... Up $44,382 $44,382
11 Positions     Total 100% $1,044,451           Finished $1,187,612 $187,543
        Started $1,000,069           Week 12 $6,516 0.65%
                        YTD $187,612 18.76%
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Tradingvesting.com   Portfolio Model | 2026 USA Performance | Week 12 Performance Today's Week
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 08
16.Feb.26 22.Feb.26 11 $1,113,550 $14,705 1.47% Up $113,500 11.35% Up 1.31% Up 0.46% Up View Portfolio
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
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PORTFOLIO MODEL

Portfolio Model → Long-Term Investing

In a nutshell....

  • We Enter XLP
  • We Enter XLY
  • Cash Total $44,382
  • We Exit XLP
  • We Exit XLY

  • Out of the 11 Positions: 2 Stocks and 8 ETFs
  • Allocation: 15% Stocks and 80% ETFs.
  • Cash 4.2%

  • The Week Finished with a Total of $1.187.612
  • Week 12: ROI 0.65% YTD 18.76%
  • Tradingvesting → W/W 0.65%, YTD 18.76%
  • 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 12
No Type Ticker Description Date Time Qty Price Total
1 ETF XLP Exit State Street Consumer Staples (XLP)
05.Jan.2026 9:30 am 1,418 $77.56 $109,980
  16.Mar.2026 9:30 am 1,418 $85.21 $120,828
  Total XLP 0 $7.65 $10,848
2 ETF XLY Exit State Street Consumer Discretionary (XLY) 05.Jan.2026 9:30 am 924 $118.95 $80,377
  16.Mar.2026 9:30 am 924 $111.79 $76,423
  Total XLY 0 - $7.16 -$6,616
Exit   Total Exit P/L $4,232
  Prior Week Cash
  Week 12 Cash
Cash   Total Cash $44,382
No Type Ticker Description Date Time Qty Price Total
1 ETF IWM Entered iShares Russell 2000 ETF (IWM) 16.Mar.2026 9:30 am 441 $249.76 $110,144
2 ETF QQQ Entered Invesco QQQ Trust (QQQ) 16.Mar.2026 9:30 am 183 $500.04 $109,807
Enter   Total Enter $219,951
     
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Tradingvesting.com   In a Nutshell | We Did... USA Explain... Performance Today's Week
         
   
  Portfolio Model Week 12 | From Mar 16 to Mar 22, 2026
   
                         
  1. What We Enter       2. What We Exit      
                               
    Instrument Initial Qty Enter Date   Instrument Initial Qty Exit Date  
       
    1. ETF - IWM $59,956 260 $228.84 05/Jan/2026   1. ETF - XLP $59,956 260 $228.84 05/Jan/2026  
    2. ETF - QQQ $59,956 260 $228.84 05/Jan/2026   2. ETF - XLY $59,956 260 $228.84 05/Jan/2026  
                               
                               
                               
                               
                               
                               
    3. End-Week Allocation       4. End-Week Review      
                               
    Instrument Allo% Qty Total     Period - Week TraInv S&P 500      
    Stocks 0.0% 0 $0,0     Week 11 $1.290,847        
    ETF 0.0% 0 $0,0     Week 12 $1,290.847        
    Cash 100.0% 1 $1,297,380     W/W% 0% 1.08%      
    Total 100% 1 $1,297,380     YTD % 29.08% 5.12%      
                             
    5. Description         6. Holdings      
                               
    On Momday Apr 20, we Enter 0 Stocks and 0 ETFs.   Stocks: None  
    We did not Exit any positions because we were 100% Cash.   ETF: None  
    The week Ended neutral at 0% and the SP 500 at 1.08%   Cash: $1,290,847  
                               
       
 
         
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