This week, we did 6 new trades: 3 buys and 3 sells.
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Hey everyone, apologies for the slight delay; I had something unavoidable to attend to yesterday. Let’s dive into this week’s portfolio update. Our market continues a positive trend, as the S&P 500 has been above the 200-day moving average for 22 days now, giving us the green light for new buys. Currently, our cash position is at 2.3%, indicating we’re almost fully invested.
Portfolio Moves: This week, we’ve added several stocks to capitalize on momentum. We initiated new positions in KEYS, a supplier of equipment used in semiconductor manufacturing, LITE, which offers optical and photonic products, and MTZ, known for infrastructure services across electric power, renewable energy, and telecommunications. On the sell side, we let go of AA, ALB, and TER. TER was sold after experiencing a drop of over 15% last week, recovering somewhat, but the rules require us to exit.
Quick Summary: Technology stands out as the top sector in our portfolio this week, showcasing its pivotal role in providing growth and diversification. Some notable names within technology are KEYS, LITE, and ATI. Currently, KEYS, ATI, and FIX hold top spots in our portfolio. Among this week’s performance highlights, DOCN led with a rise of 54.4%, followed by STX at 29.4%, and WDC at 16.1%. On the downside, WLK fell by 5.8%, VAL dropped 4.7%, and MRNA decreased by 4.1%. Our portfolio returned 8.35% this week, notably outperforming the SPY’s 2.46% return. The model’s top-ranked, yet unheld stocks include A, AA, AAL, AAON, and AAPL.
I’m delighted to share that April was quite favorable for us, with a 17% gain, and the year 2026 has also been boding well so far, with our portfolio up 40%. I’d love to hear your thoughts or insights in the comments—feel free to share!
This week’s transactions:
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Sold:
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Bought:
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Rebalanced / added:
- No positions were added to in this week!
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Rebalanced / reduced:
- No positions were reduced in this week!
Index Distribution:
Most of our holdings are from the S&P 500 index right now.
Current portfolio allocation:
At the moment, the largest slice of our portfolio is coming from the Technology sector.
Weekly sector distribution:
Current portfolio (@finviz):
| Symbol | Name | Index | Sector | MC | Dist to 52w High | pct |
|---|---|---|---|---|---|---|
| KEYS | Keysight Technologies Inc | S&P 500 | Technology | 62.75B | 2.05% | 0.067 |
| ATI | ATI Inc | S&P 400 | Industrials | 22.41B | -2.32% | 0.063 |
| FIX | Comfort Systems USA Inc | S&P 500 | Consumer Cyclical | 70.23B | -0.43% | 0.061 |
| MTZ | Mastec Inc | S&P 400 | Industrials | 33.75B | -2.58% | 0.059 |
| MTSI | MACOM Technology Solutions Holdings Inc | S&P 400 | Technology | 23.24B | 1.59% | 0.057 |
| CIEN | CIENA Corp | S&P 500 | Utilities | 81.29B | 2.30% | 0.057 |
| ROIV | Roivant Sciences Ltd | S&P 400 | Healthcare | 20.50B | -5.56% | 0.056 |
| WDC | Western Digital Corp | S&P 500 | Technology | 164.51B | -0.59% | 0.048 |
| STX | Seagate Technology Holdings Plc | S&P 500 | Technology | 175.39B | -1.24% | 0.048 |
| DAR | Darling Ingredients Inc | S&P 400 | Consumer Defensive | 9.98B | -4.74% | 0.047 |
| AMAT | Applied Materials Inc | S&P 500 | Technology | 339.12B | 1.62% | 0.047 |
| APA | APA Corp | S&P 500 | Energy | 13.56B | -15.97% | 0.044 |
| DOW | Dow Inc | S&P 500 | Basic Materials | 27.72B | -10.00% | 0.042 |
| TTMI | TTM Technologies Inc | S&P 400 | Technology | 17.16B | -8.18% | 0.042 |
| VAL | Valaris Ltd | S&P 400 | Energy | 6.41B | -12.07% | 0.04 |
| MKSI | MKS Inc | S&P 400 | Technology | 19.46B | -3.01% | 0.036 |
| GLW | Corning Inc | S&P 500 | Technology | 157.90B | 2.45% | 0.034 |
| DOCN | DigitalOcean Holdings Inc | S&P 400 | Technology | 16.28B | 3.63% | 0.029 |
| LRCX | Lam Research Corp | S&P 500 | Technology | 371.31B | 6.04% | 0.026 |
| cash | Cash | Cash | Cash | – | - | 0.023 |
| WLK | Westlake Corp | S&P 400 | Basic Materials | 12.93B | -18.73% | 0.021 |
| LYB | LyondellBasell Industries NV | S&P 500 | Basic Materials | 23.64B | -12.74% | 0.019 |
| COHR | Coherent Corp | S&P 500 | Healthcare | 67.94B | -4.63% | 0.014 |
| LITE | Lumentum Holdings Inc | S&P 500 | Utilities | 67.08B | -7.99% | 0.01 |
| MRNA | Moderna Inc | S&P 500 | Healthcare | 19.42B | -17.81% | 0.01 |
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)
- 2. Momentum Ranking Week 18: New Buys in APA, VAL (18 / 2026)
- 1. Week 17 Portfolio Highlights: DOCN Acquired, LYB Position Reduced (17 / 2026)