Portfolio

The “What To Do” Part

DEC 31, 2025

SECTOR PORTFOLIO RETURN YEAR TO DATE

= +31.9%

SP500 INDEX (“THE MARKET”) RETURN YEAR TO DATE

= +16.4%

This means that $100,000 invested JAN 2, 2025 in “sectors” would end the year at $131,900 vs in the SP500, only $116,400 and in 10 years, $404,500 more profit in “sectors” than in the SP500.

April 30, 2026

SECTOR PORTFOLIO RETURN YEAR TO DATE

= +12.4%

SP500 INDEX (“THE MARKET”) RETURN YEAR TO DATE

= 5.4%