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Week 27 - 2026 | From Jun 29 to Jul 05, 2026
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Portfolio | Positions Porfolio | Allocation 29.Jun.26 05.Jul.28 Week 27 Portfolio | End
No Type Ticker Date Days Mov Allo Initial Qty Paid Open Close Pts W/W U/D End Wk Result
1 Stock APA 01.Jun.26 14 Hold 3.9% $50,006 1,336 $37.43 $33.11 $32.36 -0.75 -2.27% Up $43,233 -$6,774
2 Stock BA 08.Jun.26 7 Hold 3.9% $49,723 231 $215.25 $218.63 $226.49 7.86 3.60% Up $52,319 $2,596
3 Stock MSFT 08.Jun.26 7 Hold 3.9% $49,840 121 $411.90 $377.50 $390.49 12.99 3.44% Up $47,249 -$2,591
4 Stock NVDA 08.Jun.26 7 Hold 3.7% $47,495 230 $206.50 $193.85 $194.83 0.98 0.51% Up $44,811 -$2,684
5 Stock RKLB 01.Jun.26 14 Hold 3.9% $50,040 378 $132.38 $91.29 $100.46 9.17 10.04% Up $37,974 -$12,066
6 Stock SPCX 16.Jun.26 0 Hold 11.7% $150,000 750 $200.00 $157.36 $162.00 4.64 2.95% Up $121,500 -$28,500
7 ETF IWM 08.Jun.26 7 Hold 7.7% $99,488 350 $284.25 $298.11 $297.58 -0.53 -0.18% Up $104,153 $4,666
8 ETF QQQ 08.Jun.26 7 Hold 11.6% $149,207 209 $713.91 $713.99 $712.60 -1.39 -0.19% Up $148,933 -$274
9 ETF SPY 01.Jun.26 14 Hold 7.8% $99,708 132 $755.36 $736.53 $744.78 8.25 1.12% Up $98,311 -$1,397
10 ETF VGIT 08.Jun.26 7 Hold 7.7% $98,948 1,706 $58.00 $59.13 $58.80 -0.33 -0.56% Up $100,313 $1,365
11 ETF VOO 08.Jun.26 7 Hold 7.7% $99,499 146 $681.50 $677.01 $684.84 7.83 1.16% Up $99,987 $488
1 Liq Cash 01.Jun.26 0 Hold 22.6% $341,994 ... ... ... ... ... .... Nule $341,994 $341,994
12 Positions     Total 100% $1,285,947           Finished $1,240,777 $21,139
        Started $1,000,000           Week 27 $21,139 1.72%
                        YTD $240,777 24.10%
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Tradingvesting.com   Portfolio Model | 2026 USA Performance | Last 5 Weeks Performance Today's Week
2026 Dates Allocation Tradingvesting.com | Portfolio S&P 500 Index View
Week From To Stk ETF Cash End Week W/W W/W% YTD YTD% U/D %Chg Wk YTD Details
Week 21
18.May.26 24.May.26 0% 0% 100% $1,297,380 $0 0.00% $297,380 29.74% Up 0.82% Up 8.69% View Portfolio
Week 22
25.May.26 31.May.26 0% 0% 100% $1,297,380 $0 0.00% $297,380 29.74% Up 0.91% Up 10.21% View Portfolio
Week 23
01.Jun.26 07.Jun.26 0% 0% 100% $1,282,559 -$14,821 -1.16% $282,559 28.26% Down -2.62% Down 7.35% View Portfolio
Week 24
08.Jun.26 14.Jun.26 39% 42% 19% $1,264,059 -$18,500 -1.46% $264,059 26.41% Down -0.12% Down 8.05% View Portfolio
Week 25
15.Jun.26 21.Jun.26 0% 0% 0% $1,267,092 $3,034 0.24% $267,092 26.71% Up -1.29% Down 7.88% View Portfolio
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EMAIL SENT WEEK 27

Portfolio Week 27- Jun 29 to Jul 05
=====================================
Last Week we Exit at limit:

LEN...... at $93 on 24/Jun/2026

On Monday Jun 22, We will Set Limit Orders for:
===============================================

QLD........Limit Buy Order At $82
SSO......... Limit Buy Order At $63

Our Next week View:
=====================================

U.S. jobs report (Thursday): This is likely the week's biggest market-moving event. A stronger-than-expected labor market could reinforce economic strength but also increase concerns that the Federal Reserve may keep interest rates higher for longer.

Companies now need to keep delivering strong growth to justify current prices. Even good earnings can disappoint investors if they fall short of elevated expectations.

Tradingvesting.com Team

www.Tradingvesting.com

     
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Tradingvesting.com   In a Nutshell | We Did... USA Explain... Performance Today's Week
         
   
  Portfolio Model Week 27 | From Jun 29 to Jul 05, 2026
   
                         
  1. What We Enter       2. What We Exit      
                               
    Instrument Initial Qty Enter Date   Instrument Initial Qty Exit Date  
       
    1.             1.            
                               
                               
                               
                               
                               
                               
                               
                               
                               
                               
                               
    3. End-Week Allocation       4. End-Week Review      
                               
    Instrument Allo% Qty Total     Period - Week TraInv S&P 500      
    Stocks ... ... ...     Week 26 $1,219.638        
    ETF ... ... ...     Week 27 $1,240.777        
    Cash $341,994 ... ...     W/W% 27 1.70% 1.24%      
    Total $1,240,777 ... ...     YTD % 24.10% 8.80%      
                               
    5. Description         6. End- Week Holdings      
                               
    On Monday Jun 29, we ...   Stocks: APA, BA, LEN, MSFT, NVDA, RKLB, SPCX  
    We Exit ...   ETF: IWM, QQQ, SPY, VGIT, VOO  
    The week Ended ....   Cash: $341,994  
                               
       
 
         
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Tradingvesting.com   Portfolio Model | 2026 USA End-Week Holdings | Week 27 Performance Today's Week
  Portfolio Model Holdings | Week 27 Started (As of June 19, 2026)
  Type Ticker Description Since Days Paid End Wk Allo
  1 Stock Entered APA APA Corporation (APA) 01/Jun/2026 21 $37.43 ... ...
  2 Stock Entered BA The Boeing Company (BA) 08/Jun/2026 14 $215.25 .. ...
  3 Stock Entered MSFT Microsoft Inc (MSFT) 08/Jun/2026 14 $411.90 ... ...
  4 Stock Entered NVDA NVIDIA Corporation (NVDA) 08/Jun/2026 14 $206.50 .. ...
  5 Stock Entered RKLB Rocket Lab Corporation (RKLB) 01/Jun/2026 21 $132.38 ... ...
  6 Stock Entered SPCX Space Exploration Technologies Corp. (SPCX) 17/Jun/2026 7 $200.00 .. ...
  1 ETF Entered IWM iShares Russell 2000 ETF (IWM) 08/Jun/2026 21 $284.25 ... ...
  2 ETF Entered QQQ Invesco QQQ Trust (QQQ) 08/Jun/2026 21 $713.91 ... ...
  3 ETF Entered SPY State Street SPDR S&P 500 ETF Trust (SPY) 01/Jun/2026 14 $755.36 ... ...
  4 ETF Entered VGIT Vanguard Intermediate-Term Treasury (VGIT) 08/Jun/2026 21 $58.00 ... ...
  5 ETF Entered VOO Vanguard S&P 500 ETF (VOO) 08/Jun/2026 21 $681.50 ... ...
  1 Cash Entered Cash Liquidity Cash ... ...   ... ...
  12 → Charts          
   
 
     
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Week 27 - 2026 | From Jun 29 to Jul 05, 2026
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