Beevis on my week:
Here's the week in one paragraph 📊
It was a mixed but defensively resilient week for your portfolio as of Friday's close. The S&P 500 slipped -0.56% week-to-date and the Nasdaq 100 dropped -1.97%,
but your income-focused names largely held their own or outperformed: standout gainers included $OWL (+10.36%), $DOW (+6.41%), $MO (+5.01%), $BTI (+3.43%), $MRK (+2.93%), $MDLZ (+1.79%), $SCHD (+1.45%), and $KO (+1.48%), while $OHI (+1.62%), $OKE (+1.29%), and $PFE (+1.63%) also added positively.
On the other side, the tech-heavy covered-call names took the hit: $HHIS dropped -6.01% and $HHIS-U -6.04%, $GPIQ fell -1.67%, $QQQI -1.77%, and $KMB was the weakest individual stock at -2.01%, with $PFF (-1.04%) and $RIO (-1.83%) also modestly negative — overall though, your defensive income core did exactly what it's supposed to do in a down week for equities. 💪
