Your portfolio performed well in Q2 2026, with a return of +3.2% net of fees, outpacing the +2.8% benchmark return. Year-to-date, the portfolio has returned +7.1%, exceeding the benchmark's +6.4% return. We remain on track to meet your 2032 retirement goal and discussed a potential 529 top-up.
The portfolio is currently allocated with 10% in cash, 24% in ACME, 30% in GLOBX, and 36% in INIT.
The portfolio's performance was driven by the returns of its individual holdings, including ACME, GLOBX, and INIT. We rebalanced the portfolio in May and received dividends of $2,140. The advisory fee for the period was $1,875.
There was a $30k contribution to the portfolio in April. We also rebalanced the portfolio in May.
We will continue to monitor the portfolio's progress towards your 2032 retirement goal. Please coordinate with your CPA to discuss any tax implications and with your attorney for any legal considerations.
| Period | Portfolio Return | Benchmark Return |
|---|---|---|
| Q2 2026 | +3.2% | +2.8% |
| YTD 2026 | +7.1% | +6.4% |