Poor Man's Commentary-9-16-26

Portfolio Performance and Outlook Summary (July 2025 - June 2026)

Our $100,000 portfolio, spread evenly across some of today’s biggest companies, grew about 15% over the past year. This growth shows the strength of a mix of tech, consumer, and materials stocks, even with some bumps along the way.

 

 

 

Top Winners:

• Google (GOOGL) was the star performer, more than doubling in value and adding the most to Our portfolio.
• Barrick Mining (B) also did very well with an 80% gain, helping balance out the tech-heavy parts of Our portfolio.
• Apple (AAPL) and NVIDIA (NVDA) contributed solid gains thanks to their ongoing innovation.
• Tesla (TSLA) bounced back nicely, despite some recent news challenges.

Stocks That Struggled:

• Adobe (ADBE) and Salesforce (CRM) saw declines, impacted by shifts in tech spending.
• Coinbase (COIN) dropped significantly due to ongoing crypto market uncertainty.
• Oracle (ORCL) also faced headwinds amid competition concerns.

Sector Highlights:

• Consumer-focused companies like Amazon and AutoZone helped lead gains.
• Financials and industrial stocks added steady returns.
• Tech stocks had mixed results, with some bright spots and some challenges.

Looking Ahead: The next few months will be interesting as companies work through new AI technologies and regulatory changes. Keep an eye on Tesla and Coinbase, which may face more ups and downs.

 

Overall, Our portfolio’s mix of growth and value sectors helped you navigate a changing market. Staying invested in innovation while watching risks will help you keep moving forward.