The best August since 2021 for the Nasdaq, then the long end of the curve and inflation risks took part of the record back. Trades, the month's result and what the September 16 Fed meeting means for stocks.
August 2026: the portfolio is back above $100,000, +3.86% for the month against +2.6% for the S&P 500. Memory and energy for AI, two new positions, sold puts and one closed experiment with earnings options.
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An interesting month, to say the least. If you look only at the S&P 500, everything seems calm: a drop of just −0.13%. And the…
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Many of our Invest Hub residents know that I have been running a public investment portfolio since 2020. From the very start I set one…
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