Running Tracker
Updated alongside each monthly entry. Starting value: $100,000 (July 2026).
| Month | Portfolio Value | Portfolio Return | S&P 500 Return | Delta |
|---|---|---|---|---|
| Jul 2026 | $100,000 | 0.0% | 0.0% | 0.0% |
| Aug 2026 | pending | pending | pending | pending |
| Sep 2026 | pending | pending | pending | pending |
July is the opening snapshot — day one, all eight positions bought at once, so return is flat by definition. "Pending" rows fill in on the first of each following month. Once there are 3+ real data points, this table can be swapped for a simple line chart (portfolio vs. benchmark) using the same numbers — the row structure above is already shaped for that.