Monthly Portfolio Review [Jun.26]
mr.ilkevich
A great... okay, not that great, but a very noticeable rotation is underway! Capital has started flowing out of overheated mega-caps into cyclicals, financials and…

A great... okay, not that great, but a very noticeable rotation is underway! Capital has started flowing out of overheated mega-caps into cyclicals, financials and…

September 2026: +2.25% for the month against −0.5% for the S&P 500, even though the Fed raised rates. The portfolio stays above $100,000. Memory for AI, a new position in Quantinuum, the Meta sale and sold puts.
mr.ilkevichRead
August 2026: the portfolio is back above $100,000, +3.86% for the month against +2.6% for the S&P 500. Memory and energy for AI, two new positions, sold puts and one closed experiment with earnings options.
mr.ilkevichRead
The best August since 2021 for the Nasdaq, then the long end of the curve and inflation risks took part of the record back. Trades, the month's result and what the September 16 Fed meeting means for stocks.
Alexander GrRead