Cara Portfolio Assessment Report #6, February 9, 2026
Portfolio Focus: Aerospace & Defense Sector (Consolidated Portfolio)
Report Date: February 9, 2026
Data Date: February 9, 2026, 4:00 PM EST
Next Review: February 16, 2026
Executive Summary
This portfolio has gained +9.395% since January 1, 2026. Cash reserve is 21.7%.
Since Report #5 (February 5), INSTAT scores have shifted dramatically across the portfolio, fundamentally altering the exit decisions planned last week. The three positions marked for immediate sale (SARO, HEI, BWXT) based on INSTAT < -25 now show radically different technical profiles—requiring a complete reassessment of the consolidation strategy.
Current Portfolio Status:
Total Value: $109,395 (+$2,678 from Feb 4)
Holdings: 11 positions (still pre-restructuring)
Cash Position: $23,737 (21.7%)
Equity Value: $85,658 (78.3%)
Average Ziggma (Fundamentals): 61.5 (slightly down from 64.4)
Average INSTAT (Technical): 69.6 (massive improvement from 34.6 in Report #5)
1-Day Performance: -0.02% (-$26)
YTD Performance: +9.395%
