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Report archive

What happened in the portfolio

A plain-English account after every US market close, plus a fuller weekly review each Friday. Every figure comes from the reconciled simulated portfolio ledger and stored market data.

Showing 13 of 3 reports

daily report

Daily portfolio update: modest decline, with no trading activity

The simulated US equity portfolio finished the session at $1,000,994.36, down $624.96 (-0.06%).

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daily report

Simulated portfolio records a modest gain in the session

Both portfolio buckets finished higher, with positive breadth across the holdings and no trading activity.

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daily report

Simulated portfolio finishes the session modestly higher

The combined portfolio gained $516.60 (+0.05%), closing at $1,000,516.60, with both underlying portfolios higher.

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These are simulated portfolio reports for research and information only, not investment advice. Returns are hypothetical gross performance and do not deduct transaction costs, fees, spreads, slippage, taxes or management charges.