S&P 500 Futures

#emini #spfutures #SP500 #ES

Market Summary:

Copper is a new long.  Gold long from the 8/22 breakout.  Silver breaks above 40.

Crude a new long, remains near OB levels.  Natural Gas breaks out of the move down.

The US 30yr Treasury down on an uptick in inflation projections.
The 10yr yields stay in the 4.20’s. The expected oversold level for the 10yr yield is 4.19%

The US Dollar breaks the lower channel support. Tariffs are the new question?

_________________

S&P 500 Futures   #ESU25

Monthly –Monthly bar trading again above the prior month high. Trade pressures rising just above the neutral zone. Volumes closed the month of July as bullish.  The 6523 price is the new adjusted high. The next target up is 6630. A close below 6212 would confirm any weekly move lower.

Weekly – The weekly bar continues to make new highs.  Trade pressures are up. Volumes remain bullish.  The next target up is 6630.  A close below 6325 would confirm any daily move lower.

Daily – Long. In the new move up from 6465 on 8/26.  Trade pressures are up.  Volumes remain bullish.

The next target up is 6526. The expected overbought level rises to 6534.

A close below 6459 would trigger a short entry.  The expected oversold level rises to 6348.

[OB/OS trend now rising. But reaction to tariff court decision will be important.

[8-31-25: Raise the SL to 6460.]

[9-1-25: sun session. Stopped out at the 6460 SL.]

__________________

Navellier Top 5 Stocks – This Top 5 model portfolio begins each year at $100,000. The Top 5 Growth stocks are tracked throughout each year. This portfolio is rebalanced to start at $100,000 for the 2025 year.

These Navellier Top 5 portfolio stocks closed:
Down 35% for the 2022 Year.
    Up 17% for the 2023 Year.
   Up 42% for the 2024 Year.

Portfolio stock values for 2025. 
The portfolio value is up for the last week, to $138,000.
The Year-to-Date portfolio performance is up 38%.

The S&P 500 YTD return is up 10.55%

Carpenter Tech (CRS) and Howmet Aerospace (HWM) will be replaced by Kinross Gold (KGC)  and Sea Ltd (SE) at the next open.

US$$

#usdollarfutures #ustreasurybondfutures

USD_ DXZ25 [rollover to DEC on the 1st]

Weekly –  In the March 2025 downtrend below resistance.  Trade pressures remain are down into the neutral zone. Volumes are now bullish.

Daily –Flat. Sharp drop after FED signals lower rates. Trade pressures remain down.  Volumes remain bearish.

The next target down is 96.97. The expected oversold levels decline to 97.55.

Need a close above 97.56 to resume the long trade.  The expected overbought level stay at 98.63.

 

US30YR T-BOND_ USU25 [USZ on Sept 1]

Weekly – In a new April 2025 uptrend and moving up off support.  Trade pressures remain in the neutral zone.  Volumes are bullish.

Daily  – Flat. In the move down from 114-18 on 8/29. Trade pressures are up.  Volumes are neutral.

The next target down is 113-20.  Oversold levels decline to 111-27.

Stopped out of the prior long trade. A close above 114-22 would signal higher. Overbought levels decline to 116-11.

 

 

Oil & Gas

#crudeoilfutures #naturalgasfutures

CRUDE_ CLV25

Weekly – In the June 2025 uptrend, but declining. Trade pressures are up into the neutral zone. Volumes are neutral.

Daily –Flat, Back above the 200 Day MA at 63.66, remain near OB.  Trade pressures are up.  Volumes remain bullish.

The next target up is 67.04. The expected overbought levels rise to 65.32.

A close below 63.02 would signal lower. The expected oversold level declines to 61.85.

 

NAT GAS_ NGV25

Weekly – In the new July 2025 downtrend. Trade pressures remain down.  Volumes remain bearish.

Daily – Flat.  A new uptrend from 2.90 on 8/28. Trade pressures are up.  Volumes are now bullish.

The next target down remains at 2.57. The expected oversold level declines to 2.64.

A close above 2.86 would signal higher. The expected overbought level declines to 3.02.
( again, no upside follow thru likely with the OB/OS channel pointing down.)

Metals

#copperfutures #goldfutures #silverfutures

COPPER_ HGZ25

Weekly – In the August 2025 downtrend. Trade pressures are down. Volumes remain neutral.

Daily – Long. In a new move up from 4.54 on 8/28. Trade pressures are up.  Volumes are are now bullish.

The next target up is 4.60. The expected overbought levels rises to 4.60.

A close below 4.53 would signal lower. The expected oversold levels rise to 4.40.

[9-3-25: Raise SL to 4.57.]

[9-4-25: Stopped out at 4.57.]

 

GOLD_ GCZ25

Weekly – In the December 2023 uptrend with support at 3193.  Trade pressures are up slightly.  Volumes are bullish.

Daily – Long. In the move up from 3422 on 8/22.  Trade pressures are up.  Volumes are neutral.

The next target up is 3602. The expected overbought level rises to 3425.

A close below 3380 would signal lower. The expected oversold level declines to 3300.

[Original trade was stopped out.]

 

SILVER_ SIZ25

Weekly – In the December 2023 uptrend. Trade pressures are in the neutral zone.  Volumes remain bullish.

Daily – Long, In the move up from the breakout on 8/22 from 38.22. Trade pressures are up.  Volumes remain bullish.

The next target up is 41.33. Overbought levels rise to 41.80.

A close below 40.10 would signal lower. The oversold levels rise to 38.95.

[Missed this trade]

Navellier Top 5 Stocks for September

The following is provided by Navellier with technical comment from South Ocean Management – pls do your own due diligence.
https://navelliergrowth.investorplace.com/

High-Growth Investments

Agnico Eagle Mines Ltd.

Agnico Eagle Mines Limited (AEM) is a Canadian mining company focused mainly on gold. It is the third-largest gold producer in the world, with operations not only in Canada but also in Australia, Finland, and Mexico.

For fiscal year 2025, Agnico Eagle expects to produce between 3.3 million and 3.5 million ounces of gold. And based on recent results, the company may be on track to top that target. In the first six months of the year alone, Agnico Eagle achieved 51% of its full-year production guidance.

During the second quarter, earnings soared 81.3% year-over-year to $1.94 per share. Analysts expected adjusted earnings of $1.80 per share, so Agnico Eagle Mines posted a 7.8% earnings surprise. Revenue of $2.82 billion beat estimates for $2.7 billion.

In the wake of the strong second-quarter results, analysts have increased third-quarter earnings estimates by 19.2% in the past three months. Third-quarter earnings are now forecast to grow 63.2% year-over-year to $1.86 per share. AEM is a Conservative buy below $154.

SOM Technicals:

2-28-25: Closed at 96.28. Trade pressures are down. Volumes are bullish. The next target up is 101.45.

3-8-25: Closed at 98.79. Trade pressures are up. Volumes are bullish. The next target up is 101.45.

3-14-25: Closed at 103.60. Trade pressures are up. Volumes are bullish. The next targewt up is 104.49.

3-21-25: Closed at 104.34. Trade pressures are down. Volumes are bullish. The next target down is 101.40.

3-28-25: Clossed at 107.35. Trade pressure are up. Volumes are bearish. The next target down is 105.12.

4-5-25: Closed at 99.48. Trade pressures are down. Volumes are bearish. The next target down is 97.21.

4-12-25: Closed at 117.65. Trade pressures are up. Volumes are bullish. The next target up is 120.

4-18-25: Closed at 121.53. Trade pressures are up but declining. Volumes are bullish. The next target up is 125.94.

4-26-25: Closed at 118.50. Trade pressures are down. Volumes are bearish. The next target down is 112.93.

5-2-25: Closed at 114.85. Trade pressures are down. Volumes are bearish. The next target down is 104.38.

5-10-25: Closed at 117.32. Trade pressures are down but rising. Volumes are bullish. The next target down is 111.59.

5-17-25: Closed at 107.90. Trade pressures are down but rising. Volumes are bearish. The next target down is 100.69.

6-27-25: Closed at 116.12. Trade pressures are down into the neutral zone. Volumes are bearish. The next target down is 105.05.

7-11-25: Closed at 119.88. Trade pressures are up. Voumes are now neutral. The next target down remains 105.05.

7-29-25: Closed at 126.30. Trade pressures are down but rising. Volumes are neutral. The next target up is the resisitance at 128.48.

8-2-25: Closed at 125.31. Trade pressures are rising into the neutral zone. Voumes are bearish. The next target down is 118.08.

8-9-25: Closed at 136.38. Trade pressures are up. Volumes are bullish. At resisitance. the next target down is 133.21.

8-16-25: Closed at 133.01. Trade pressures are down. Volumes are bearish. The next target down is 130.36.

8-23-25: Closed at 137.26. Trade pressures are up. Volumes are bullish. The next target up is 143.59.

8-29-25: Closed at 144.17. Trade pressures are up. Volumes are bullish. the next target up is 147.38.

9-16-25:: Closed at 152.09. Trade pressures are up but declining. Volumes are bullish. The next target down is 147.63.

9-20-25: Closed at 161.58. Trade pressures are up. Volumes are bullish. The next target up is 167.67.

 

Elbit Systems Ltd.

Elbit Systems Ltd. (ESLT) is an Israeli defense contractor with a broad portfolio of advanced systems and solutions. Its offerings span ground forces, air and space missions, cybersecurity, networked warfare, homeland security, autonomous technologies, and naval applications. With rising geopolitical tensions – especially in the Middle East – demand for Elbit’s systems is expected to remain strong.

That demand is clear in its backlog. In the second quarter, Elbit reported a record $23.8 billion in orders. Notably, about 68% of that backlog came from customers outside of Israel.

Total second-quarter revenue increased 21.3% year-over-year to $1.97 billion, while earnings jumped 62.9% year-over-year to $151 million, or $3.23 per share. The consensus estimate called for earnings of $2.57 per share, so Elbit Systems posted a 25.7% earnings surprise.

For the third quarter, analysts expect earnings to rise 23.5% year-over-year to $2.73 per share and for revenue to grow 15.5% year-over-year to $1.98 billion. Analysts have increased earnings estimates over the past month, so a quarterly earnings surprise is likely. ESLT is a Conservative buy below $516.

SOM Technicals:

6-27-25: Closed at 434.10. Trade pressures are up into the neutral zone. Volumes are neutral. The next target up is 444.93.

7-11-25: Closed at 447.42. Trade pressures are in the neutral zone. Volumes are bullish. The next target up is 463.46.

7-29-25: Closed at 453.83. Trade pressures are up. Volumes are bullish. The next target up is 463.46.

8-2-25: Closed at 465.01. Trade pressures are up but declining. Volumes are bullish. The next targetup is 476.04. 

8-9-25: Closed at 449.44. Trade pressures are down. Volumes are bearish. The next target down is 412.87.

8-16-25: Closed at 464.00. Trade pressures are down. Volumes are neutral. The next target down is 412.87.

8-23-25: Closed at 450.85. Trade pressures are down. Volumes are bearish. The next target down is 416.63.

8-29-25: Closed at 480.21. Trade pressures are up but declining. Volumes are neutral. The next target down is 469.43.

9-16-25: Closed at 509.92. Trade pressures are down into the neutral zone. Volumes are bullish. The next target up is 511.60.

9-20-25: Closed at 487.97. Trade pressures are up. Volumes are now neutral. The next target down is 460.24.

 

Kinross Gold Corporation

Kinross Gold Corporation (KGC) was added to the High-Growth Investments Buy List in the July Monthly Issue. If you recall, Kinross Gold mines for gold and silver in the Great Bear project in Red Lake, Ontario, as well as operates three mines and a development project in the U.S., one mine in Brazil, a mine and development project in Chile and one mine in Mauritania.

During the second quarter, Kinross Gold produced 512,574 ounces of gold and sold 508,300 ounces of gold. Second-quarter sales increased 41.7% year-over-year to $1.73 billion, beating estimates for $1.56 billion. Adjusted earnings surged 209.7% year-over-year to $541 million, or $0.44 per share, which bested estimates for $0.34 per share by 29.4%.

Following the better-than-expected second-quarter results, the analyst community has increased third-quarter earnings estimates by 32.1% over the past three months. Third-quarter earnings are now expected to increase 54.2% year-over-year to $0.37 per share, and revenue is forecast to rise 19% year-over-year to $1.7 billion. KGC is a Conservative buy below $23.

SOM Technicals:

8-28-25: Closed at 20.90. Trade pressures are up. Volum es are bullish. the nbext target up is 24.54.

9-16-25: Closed at 22.89. Trade pressures are up but declining. Volumes are bullish. The next target down is 21.83.

9-20-25: Closed at 23.55. Trade pressures are down but rising. The next target up is 24.54.

 

Palantir Technologies, Inc.

Palantir Technologies, Inc. (PLTR) specializes in making sense of complex data. Its platforms are designed to integrate, manage, and secure massive datasets – and then layer on applications that allow for human-driven, machine-assisted analysis.

Beyond data integration, Palantir has built a suite of powerful platforms, including its AI Platform, Foundry, Gotham, and Apollo. Together, they serve both commercial clients and government agencies.

Palantir is widely considered one of the best companies at putting AI to work. Its technology helps modernize and enhance the operations of the U.S. Department of Defense, CIA, NSA, and other federal agencies – making it a key player in both national security and the broader AI landscape.

In the second quarter, revenue increased 48% year-over-year to $1 billion, and adjusted earnings grew 47% year-over-year to $404.55 million, or $0.16 per share. The consensus estimate called for revenue of $939.47 million and adjusted earnings of $0.14 per share.

Thanks to the positive second-quarter results, Palantir Technologies upped its outlook for fiscal year 2025. The company now expects full-year revenue between $4.142 billion and $4.15 billion, up from $2.87 billion in fiscal year 2024. Full-year adjusted earnings from operations are forecast to be between $1.912 billion and $1.92 billion. PLTR is a Moderately Aggressive buy below $183.

SOM Technicals:

4-26-25: Closed at 112.70. Trade pressures are up. Volumes are bullish. The next target up is 118.66.

5-2-25: Closed at 124.28. Trade pressures are up. Volumes are bullish. The next target up is 131.06.

5-10-25: Closed at 116.72. Trade pressures are up. Volumes are neutral. The next target up down is 95.62.

5-17-25: Closed at 125.60. Trade pressures are up but declining. Volmes are bullish. The next target down is 118.67.

5-24-25: Closed at 123.31. Trade pressures are down but rising. Volumes are bearish. The next target down is 103.85.

6-1-25: Closed at 131.78. Trade pressures are up. Volumes are bullish. The next target up is 133.49.

6-7-25: Closed at 127.72. Trade pressures are down but rising. Volumes are neutral. The next target down is 105.64.

6-14-25: Closed at 137.60. Trade pressures are up but declining. Volumes are bullish. The next target up is 152.16.

6-21-25: Closed at 137.50. Trade pressures are up but declining. Volumes are neutral. The next target down is 130.04.

6-27-25: Closed at 130.74. Trade pressures are down. Volumes are bearish. The next target down is 118.58.

7-11-25: Closed at 141.95. Trade pressure are up. Volumes are bullish. The next target up is 148.22.

7-29-25: Closed at 156.24. Trade presures are up but showing some divergence. Volumes are bullish. The next target up is 162.93.

8-2-25: Closed at 155.15. Trade pressures are down. Volumes are bearish. The next target down is 146.07.

8-9-25: Closed at 188.96. Trade pressures are up. Volumes are bullish. The next target up is 200.00.

8-16-25: Closed at 177.28. Trade pressures are down. Volumes are bearish. The next target down is 160.36.

8-23-25: Closed at 158.74. Trade pressures are down but rising. Volumes are bullish. The next target up is 164.54.

8-29-25: Closed at 156.46. Trade pressures are in the neutral zone. Volumes are neutral. The next target down is 136.16.

9-16-25: Closed at 170.16. Trade pressures are up. Volumes are bullish. The next target up is 171.53.

9-20-25: Closed at 182.39. Trade pressures are up. Volumes are bullish. The next target up is 190.04.

 

Sea Limited

Sea Limited (SE) was a new addition to the High-Growth Investments Buy List in the August Monthly Issue. Based in Singapore, Sea Limited is a leading internet company that’s focused on using technology to enhance consumers’ lives and small businesses. The company operates three businesses: digital entertainment, e-commerce and digital financial services.

And strong demand for all three of its businesses helped Sea Limited crush analysts’ expectations for the second quarter.

Total revenue increased 38.2% year-over-year to $5.3 billion, compared to estimates for $4.96 billion. The company noted that e-commerce orders grew 28.6% year-over-year to 3.3 billion. Digital financial services revenue jumped 70% year-over-year to $882.8 million, while digital entertainment bookings rose 23.2% year-over-year to $661.3 million.

Second-quarter earnings surged 418.3% year-over-year to $414.2 million, or $0.65 per share, up from $79.91 million, or $0.14 per share, in the same quarter a year ago. Analysts expected earnings of $0.64 per share, so Sea Limited posted a slight earnings surprise.

In the wake of the second-quarter earnings announcement, the analyst community has upped third-quarter earnings estimates. Third-quarter earnings are forecast to grow 44% year-over-year to $1.08 per share, while revenue is expected to rise 30.2% year-over-year to $5.64 billion. SE is a Conservative buy below $204.

SOM Technicals:

8-29-25: Closed at 187.00. Trade pressures are down into the neutral zone. Vokiumes are bullish. The next target up is 193.42.

9-16-25: Closed at 190.16. Trade pressures are down. Volumes are neutral. The next target down is 175.19.

9-20-25: Closed at 192.76. Trade pressures are up. Volumes are neutral. The next target down is 175.19.

S&P 500 Futures

#emini #spfutures #SP500 #ES

Market Summary:

Copper testing the short term trend for a break above.  Gold long on FED rate comments.  Silver Had a nove short then ripped higher.

Crude a new long, but near OB levels.  Natural Gas contimues the move down.

The US 30yr Treasury up on FED comments. The 10yr yields now in the 4.20’s. The expected oversold level for the 10yr yield is 4.21%

The US Dollar breaks the lower channel support as the interest rates decline.

_________________

S&P 500 Futures   #ESU25

Monthly –Monthly bar trading above the prior month high. Trade pressures rising just above the neutral zone. Volumes closed the month of July as bullish; again on lower volumes.  The 6508 price remains the new adjusted high. The next target up is 6630. A close below 6196 would confirm any weekly move lower.

Weekly – The weekly bar continues to make new highs.  Trade pressures are up. Volumes remain bullish.  The next target up is 6630.  A close below 6337 would confirm any daily move lower.

Daily – Flat. Out of the short trade at 6430 on 8/22.  Trade pressures are up.  Volumes remain bullish.

The next target up is 6497. The expected overbought level declines to 6508.

A close below 6459 would trigger a short entry.  The expected oversold level declines to 6326.

[OB/OS trend declining. Watch Monday’s trading for adjustments after the FED rally on Friday.]

[8-26-25: Long from 6465. SL at 6430.]

 

__________________

Navellier Top 5 Stocks – This Top 5 model portfolio begins each year at $100,000. The Top 5 Growth stocks are tracked throughout each year. This portfolio is rebalanced to start at $100,000 for the 2025 year.

These Navellier Top 5 portfolio stocks closed:
Down 35% for the 2022 Year.
    Up 17% for the 2023 Year.
   Up 42% for the 2024 Year.

Portfolio stock values for 2025. 
The portfolio value is down for the last week, to $135,000.
The Year-to-Date portfolio performance is up 35%.

The S&P 500 YTD return is up 9.95%

US$$

#usdollarfutures #ustreasurybondfutures

USD_ DXU25

Weekly –  In the March 2025 downtrend below resistance.  Trade pressures remain are down into the beutral zone. Volumes remain bullish.

Daily –Flat. Sharp drop after FED signals lower rates. Trade pressures are down.  Volumes remain bearish.

The next target down is 97.02. The expected oversold levels rise to 97.56.

Need a close above 98.36 to resume the long trade.  The expected overbought level decline to 98.63.

 

US30YR T-BOND_ USU25 [USZ on Sept 1]

Weekly – In a new April 2025 uptrend and moving up off support.  Trade pressures are down into the neutral zone.  Volumes remain neutral.

Daily  – Long. In the move up from 114-25 on 8/22. Trade pressures are up.  Volumes are bullish.

The next target up is 115-08. Overbought levels decline to 116-03.

A close below 114-06 would signal lower.  Oversold levels decline to 112-31.

[Set the SL at 114-06.]

 

Oil & Gas

#crudeoilfutures #naturalgasfutures

CRUDE_ CLV25

Weekly – In the June 2025 uptrend, but declining. Trade pressures are down. Volumes remain bearish.

Daily –Flat, Back above the 200 Day MA at 63.66, but near OB.  Trade pressures are up.  Volumes are now bullish.

The next target up is 67.04. The expected overbought levels decline to 64.74.

A close below 62.99 would signal lower. The expected oversold level declines to 61.68.

 

NAT GAS_ NGV25

Weekly – In the new July 2025 downtrend. Trade pressures remain down.  Volumes remain bearish.

Daily – Flat.  Continues down from 3.41 on 7/21. Trade pressures are down, but rising.  Volumes are back to bearish.

The next target down remains at 2.57. The expected oversold level declines to 2.68.

A close above 2.86 would signal higher. The expected overbought level declines to 3.06. ( again, no upside follow thru likely with the OB/OS channel pointing down.)

Metals

#copperfutures #goldfutures #silverfutures

COPPER_ HGU25

Weekly – In the July 2025 downtrend. Trade pressures are down. Volumes remain neutral.

Daily – Flat. In a new up trend above 4.45. Trade pressures are up into the neutral zone.  Volumes are are now bearish.

Need a close above 4.49 to resume any move up. (The > 4.47 close remains as an early warning.) The expected overbought levels decline to 4.55.

The next target down is the prior support at 4.42.  The expected oversold levels rise to 4.36.

The OB/OS levels are narrowing, which could presage a breakout in either direction.

 

GOLD_ GCZ25

Weekly – In the December 2023 uptrend with support at 3177.  Trade pressures are down.  Volumes are remain neutral.

Daily – Long. FED interest rate comments send Gold higher. 3402 was the new long trade signal. Trade pressures are up.  Volumes are bullish.

The next target up is 3458. The expected overbought level declines to 3379.

A close below 3380 would signal lower. The expected oversold level declines to 3300.

[Set the SL at 3402, the BE.] [ TP at 3466.]

[8-25-25: SL met in the post market. Out at a BE.]

 

SILVER_ SIU25

Weekly – In the December 2023 uptrend. Trade pressures are in the neutral zone.  Volumes remain bullish.

Daily – Flat, Short trade out at BE and at the upside target on FED rate news. Trade pressures are up.  Volumes remain bullish.

The next target up is 39.32. Overbought levels decline to 38.66.

A close below 37.84 would signal lower. The oversold levels rise to 37.48.

 

S&P 500 Futures

#emini #spfutures #SP500 #ES

Market Summary:

Copper grinding higher.  Gold down after the rip above 3500.  Silver showing a lower high..

Crude consolidating below the 200 day MA..  Natural Gas move down now seeing some covering.

The US 30yr Treasury down on better than expected inflation reading. The 10yr yields now in the 4.30’s. The expected oversold level for the 10yr yield is 4.17%

The US Dollar continues higher highs and higher lows in the long trade. At the lower channel support now.

_________________

S&P 500 Futures   #ESU25

Monthly –Monthly bar trading above the prior month low. Trade pressures rising just above the neutral zone. Volumes closed the month of July as bullish; again on lower volumes.  The 6508 price is the new adjusted high. The next target up is 6630. A close below 6196 would confirm any weekly move lower.

Weekly – The weekly bar found support and moved up off the 12/2024 trendline across the recent highs.  Trade pressures are up. Volumes remain bullish.  The next target up is 6630.  A close below 6283 would confirm any daily move lower.

Daily – Long. In the move up from 6290 on 8/4 to 6508.  The next move down is from 6451. Trade pressures are up.  Volumes remain bullish.

The next target up is 6522. The expected overbought level rises to 6512. (So, expect higher highs?)

A close below 6451 would trigger a short entry.  The expected oversold level rises to 6321.

CPI increase was less than expected, but now inflation may resume its increase, projected to rise in the 4th quarter.

[8-19-25: Short entry triggered at 6451. Next target down is 6394. SL at 6476.]

[8-20-25: Lower the SL to BE, 6451. TP at 6326.]

[8-21-25: Lower the SL to 6430. TP at 6326.]

[8-22-25: SL triggered at 6430.]

__________________

Navellier Top 5 Stocks – This Top 5 model portfolio begins each year at $100,000. The Top 5 Growth stocks are tracked throughout each year. This portfolio is rebalanced to start at $100,000 for the 2025 year.

These Navellier Top 5 portfolio stocks closed:
Down 35% for the 2022 Year.
    Up 17% for the 2023 Year.
   Up 42% for the 2024 Year.

Portfolio stock values for 2025. 
The portfolio value is down for the last week, to $139,000.
The Year-to-Date portfolio performance is up 39%.

The S&P 500 YTD return is up 9.98%