EB Weekly Portfolio Report - Sunday, January 25, 2026

Upcoming Earnings Reports

According to Zacks.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, January 26: SOFI

Tuesday, January 27: AXP, APH

Wednesday, January 28: MSFT, LRCX, GD, TER, VIAV

Thursday, January 29: CAT

Friday, January 30: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

IMPORTANT NOTE: For the benefit of members who continue to hold or trade our stock portfolios, we will continue to track them and report on them below the same as we have in the past. We simply will no longer have our stated performance on our website impacted by day-to-day changes.....for now. We will leave open the possibility of either buying back into the existing portfolios or possibly even re-drafting at a later date. We will keep you updated on any changes on that front either via the Daily Market Report, special reports, or right here in the Weekly Portfolio Report.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, November 17th, and all were entered into as of the Wednesday, November 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close and assuming the stock portfolios were held all week):

• S&P 500: -0.35%
• Model Portfolio: -1.62%
• Aggressive Portfolio: -0.29%
• Income Portfolio: -1.88%
• Model ETF Portfolio: +1.42%

Portfolio Update

Model Portfolio:

The Model Portfolio dropped 1.62% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio (based upon exiting stock portfolios as of December 1st closing prices):

Here are how the Model Portfolio component stocks performed last week (if you've continued to hold):

Aggressive Portfolio:

The Aggressive Portfolio fell 0.29% last week, slightly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio (based upon exiting stock portfolios as of December 1st closing prices):

Here are how the Aggressive Portfolio component stocks performed last week (if you've continued to hold):

Income Portfolio:

The Income Portfolio lost 1.88% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio (based upon exiting stock portfolios as of December 1st closing prices):

Here are how the Income Portfolio component stocks performed last week (if you've continued to hold):

Model ETF Portfolio

Our Model ETF Portfolio gained 1.42% last week, easily outperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."