Performance Tracker

2026 Returns (By Month)

(Results are reflective of a $100,000 portfolio)

YTD Gains:  +4.27%

February '26

Starting value: $103,531

​

PFE +9.72% (2.5% position)(partially closed) +$126​

EQUITY DIVIDEND +$48​

CAG -5.10% (4% position) -$204​

SPXL -1.08% (2% position) -$22​

CAG +6.86% (13% position)(partially closed, 2025 carryover) +$627​

AAPB +13.42% (8% position)(partially closed, 2025 carryover) +$162​

​

+$737

Total gain: +0.71%

​

January '26

Starting value: $100,000

​

XOM +19.75% (10% position)(partially closed, 2024 carryover) +$1086​

VIXY +3.93% (1.5% position) +$59​

AAPB +6.05% (8% position)(partially closed, 2025 carryover) +$700​

EQUITY DIVIDEND +$590​

CL +6.04% (10% position) +$561​

UCO +2.00% (5% position) +$113​

UVXY +0.14% (1.5% position) +$2​

NVO +17.1% (10% position) (2025 carryover) +$684​

​

+$3531

Total gain: +3.53%

​