In the past week, we made 1 new trades: 1 buy and no sells.
Want to stay on top of the market trends? Our Momentum Ranking report highlights the top stocks of the week, so you don’t have to! Click here to access the latest data for week 17.
Weekly Portfolio Update
In the streak of the market being above its 200-day moving average for 11 days, our portfolio is nearly fully invested with just a low 2.4% held in cash. This week, we saw some positive moves but, like any investment journey, not everything went flawlessly.
Portfolio Moves
This week, we initiated a new position in DigitalOcean Holdings, Inc. (DOCN), a company that’s part of the technology sector, known for providing cloud computing services to small and medium-sized businesses. No new sells occurred this week, but we made an adjustment by reducing our position in LyondellBasell Industries N.V. (LYB), which reflects our ongoing strategy to maintain alignment with momentum trends.
Portfolio Highlights
Technology emerged as the top-performing sector, underscoring its role as a key driver in our portfolio. Within this category, you’ll find companies like CIEN (Ciena Corporation) and TER (Teradyne, Inc.), notable for their contributions in networking solutions and testing equipment, respectively. Our top holdings currently are CIEN, TER, and ATI (Allegheny Technologies Incorporated). Meanwhile, Coherent Corp. (COHR), Albemarle Corporation (ALB), and Western Digital Corp. (WDC) were our top performers this week, delivering impressive returns of 13.0%, 12.2%, and 8.9%, respectively. On the downside, Alcoa Corporation (AA), LyondellBasell (LYB), and Dow Inc. (DOW) ended the week with losses of 8.9%, 7.0%, and 5.7% each.
From a performance perspective, our portfolio saw a weekly return of 2.22%, which, while respectable, was shy of the S&P 500’s 3.84% gain. Our model, keeping its momentum ranking in view, currently favors top-ranked stocks like A, AA, AAL, AAON, and AAPL, which we might consider for future opportunities.
Feel free to share your own portfolio experiences or insights in the comments below!
This week’s transactions:
-
Sold:
- No sells in this week!
-
Bought:
-
Rebalanced / added:
- No positions were added to in this week!
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Rebalanced / reduced:
Index Distribution:
At present, we’re mostly invested in stocks from the S&P 500 sector.
Current portfolio allocation:
Right now, the Technology sector is where most of our money is at.
Weekly sector distribution:
Current portfolio (@finviz):
| Symbol | Name | Index | Sector | MC | Dist to 52w High | pct |
|---|---|---|---|---|---|---|
| CIEN | CIENA Corp | S&P 500 | Utilities | 71.46B | -2.41% | 0.084 |
| TER | Teradyne Inc | S&P 500 | Technology | 59.80B | -0.78% | 0.083 |
| ATI | ATI Inc | S&P 400 | Industrials | 21.83B | -4.85% | 0.071 |
| AMAT | Applied Materials Inc | S&P 500 | Technology | 315.29B | -2.46% | 0.07 |
| WDC | Western Digital Corp | S&P 500 | Technology | 128.44B | -0.47% | 0.062 |
| ROIV | Roivant Sciences Ltd | S&P 400 | Healthcare | 20.94B | -3.51% | 0.061 |
| MTSI | MACOM Technology Solutions Holdings Inc | S&P 400 | Technology | 21.14B | 0.12% | 0.056 |
| FIX | Comfort Systems USA Inc | S&P 500 | Consumer Cyclical | 59.17B | -0.19% | 0.056 |
| DAR | Darling Ingredients Inc | S&P 400 | Consumer Defensive | 9.46B | -8.14% | 0.046 |
| WLK | Westlake Corp | S&P 400 | Basic Materials | 14.48B | -8.97% | 0.046 |
| DOW | Dow Inc | S&P 500 | Basic Materials | 26.81B | -12.84% | 0.04 |
| MKSI | MKS Inc | S&P 400 | Technology | 18.86B | -1.99% | 0.037 |
| GLW | Corning Inc | S&P 500 | Technology | 142.64B | -6.05% | 0.037 |
| STX | Seagate Technology Holdings Plc | S&P 500 | Technology | 121.03B | 0.26% | 0.036 |
| TTMI | TTM Technologies Inc | S&P 400 | Technology | 12.95B | -4.79% | 0.035 |
| ALB | Albemarle Corp | S&P 500 | Basic Materials | 23.05B | -9.34% | 0.035 |
| LRCX | Lam Research Corp | S&P 500 | Technology | 327.18B | -4.20% | 0.026 |
| MRNA | Moderna Inc | S&P 500 | Healthcare | 21.65B | -7.96% | 0.024 |
| cash | Cash | Cash | Cash | – | - | 0.024 |
| AA | Alcoa Corp | S&P 400 | Basic Materials | 17.37B | -13.02% | 0.018 |
| LYB | LyondellBasell Industries NV | S&P 500 | Basic Materials | 22.27B | -17.67% | 0.018 |
| DOCN | DigitalOcean Holdings Inc | S&P 400 | Technology | 9.83B | 1.40% | 0.018 |
| COHR | Coherent Corp | S&P 500 | Healthcare | 67.79B | -0.37% | 0.015 |
As always, more trades next week!
See also
- Week 22: FLEX and VRT Join Our Momentum-Focused Portfolio (22 / 2026)
- Week 21: Buying DELL, Selling MRNA in Momentum Strategy (21 / 2026)
- Week 20 Highlights: DOCN Surges, APA Sinks, CHRD Added (20 / 2026)
- Portfolio Week 19: Selling AA and TER; Buying KEYS and LITE (19 / 2026)
- 2. Momentum Ranking Week 18: New Buys in APA, VAL (18 / 2026)