# Market & Portfolio Research — 2026-08-10

*Educational analysis of free Yahoo data. Not investment advice.*

## Market Overview & Trends

The S&P 500 sits at **7,757.64**, up **+2.8%** over the past month, **+5.7%** over
three months, and **+22.3%** over the trailing year — a steady, broad-based uptrend
across every window measured. The VIX is **15.46**, below the ~20 line that marks
elevated stress, so the tape is calm: the market is rising and volatility is muted
rather than fearful. Nothing here signals stress; a calm VIX also means the market
is pricing in little near-term surprise, which is context, not a forecast.

## Market Breadth & Leadership

Breadth was measured on a **20-name sample** of the S&P 500 (kept small to avoid
Yahoo rate-limiting — treat it as a spot check, not the full index). Across that
sample the **mean composite is 32.0**, and **0%** of names cleared the bullish band
(composite ≥ 60). Read that carefully: the four lenses score against demanding,
hand-tuned value/quality/momentum bands, so a low composite in a richly-valued,
rising market is expected — it reflects that the lenses find few *cheap* names now,
not that the market is weak.

Average composite by sector, best to worst:

| Sector | Avg composite |
|---|---|
| Energy | 40.2 |
| Financial Services | 36.1 |
| Communication Services | 33.9 |
| Healthcare | 33.7 |
| Technology | 31.5 |
| Consumer Defensive | 26.2 |
| Consumer Cyclical | 22.8 |

**Top 5 (of sample):** CVX 47.4 · BRK-B 41.6 · T 39.9 · UNH 38.0 · PFE 37.0.
**Bottom 5:** PEP 27.1 · JNJ 26.1 · KO 24.2 · WMT 23.9 · HD 18.2.

The leaders skew toward Energy, financials and out-of-favour healthcare — where the
lenses still see value — while defensive staples and consumer names score lowest,
consistent with their stretched valuations after the year's run.

## Portfolio Review

Total value **$9,227.05** across five holdings.

| Ticker | Shares | Price | Value | Weight % | Buffett | Burry | Roaring Kitty | Simons | Composite |
|---|---:|---:|---:|---:|---:|---:|---:|---:|---:|
| AAPL | 10 | $313.33 | $3,133.30 | 34.0% | 58.1 | 7.1 | 4.4 | 61.6 | 32.8 |
| MSFT | 5 | $499.99 | $2,499.95 | 27.1% | 67.0 | 6.3 | 20.5 | 26.9 | 30.2 |
| BRK-B | 3 | $521.80 | $1,565.40 | 17.0% | 56.0 | 68.1 | 28.3 | 14.2 | 41.6 |
| KO | 20 | $87.05 | $1,741.00 | 18.9% | 53.8 | 7.4 | 9.9 | 25.6 | 24.2 |
| GME | 15 | $19.16 | $287.40 | 3.1% | 53.9 | 47.9 | 50.1 | 55.7 | 51.9 |

**Value-weighted lens scores:** Buffett **59.2** · Burry **18.6** · Roaring Kitty
**15.3** · Simons **37.2** · **Composite 32.6**, essentially in line with the
sample market mean of **32.0**.

Where the lenses agree and disagree on these holdings:
- **Buffett (59.2) is the clear high mark** — the portfolio is built from
  quality/moat names (MSFT 67.0, AAPL 58.1), which is exactly what that lens rewards.
- **Burry (18.6) and Roaring Kitty (15.3) are low**, and they disagree with Buffett:
  there is little deep-value margin-of-safety or momentum/retail-energy here. The two
  exceptions are BRK-B (Burry 68.1, its highest single lens score in the book) and
  GME (balanced across all four at 51.9) — but GME is only **3.1%** of value, so it
  barely moves the weighted numbers.
- **Simons (37.2)** is middling and pulled up mostly by AAPL (61.6).

**Concentration flags — the most notable risk here:**
- Largest position **AAPL at 34.0%** of the book.
- **Top-3 holdings = 80.0%** of value.
- **Technology = 61.1%** of value (AAPL + MSFT), vs Consumer Defensive 18.9%,
  Financial Services 17.0%, Consumer Cyclical 3.1%.

This is a concentrated, quality-tilted, tech-heavy book that currently scores about
average on the composite and well above average on the Buffett lens but poorly on
value and momentum. The single number that would most change the picture is the
**valuation signal on AAPL and MSFT** (the driver of the weak Burry scores): because
those two names are 61% of the portfolio, a shift in their valuation or growth
metrics would move the weighted read far more than anything else. Watch that, and
watch whether the Technology weight keeps drifting up with price.

## Caveats

Free Yahoo fundamentals can be stale or missing, and a missing metric is *excluded*
from a lens average, not scored as bad. Breadth here is a 20-name spot check, not the
full S&P 500. Scores are 0–100 relative to hand-tuned metric bands, not buy signals.
Verify every figure before acting. Educational only — **not investment advice.**