Weekly memo

Prices, calls, filings and earnings

This is the memo for an example portfolio of real stocks and funds with made-up share counts. Sign in and add your holdings to get one on yours every week.

Week of Nov 9

ExampleIn progress

Nov 9 to Nov 13, through Wednesday's close · updated today

Up so far, 2.3 points behind the S&P 500

Invesco QQQ Trust's 5.2% rise since Friday's close added 1 point, more than any other holding.

Example portfolio+1.1%S&P 500+3.3%

Vanguard S&P 500 ETF isn't in this week's line: we have no prices for it after Monday.

Who moved it

Points each added to or took off the week

QQQ+1.0pts+5.2% so far this week
AAPL+0.7pts+3.9% so far this week
JPM+0.3pts+2.7% so far this week
MSFT−0.3pts−1.8% so far this week
NVDA−1.0pts−6.9% so far this week

What could hurt

55%in Technology, against 37% of the S&P 500
Example55%
S&P 50037%

Worth a look

Tell me 3 days before NVDA reports

TuesdayNVIDIA reports after the close
$14.85from Apple, ex-dividend today
ThenMSFTNov 19COSTNov 24

Day	Example portfolio	S&P 500
Nov 6	0.0%	0.0%
Nov 9	+1.2%	+2.4%
Nov 10	−0.1%	+2.0%
Nov 11	+1.1%	+3.3%

Day	Example portfolio	S&P 500
Nov 6	0.0%	0.0%
Nov 9	+1.2%	+2.4%
Nov 10	−0.1%	+2.0%
Nov 11	+1.1%	+3.3%