P2 PORTFOLIO UPDATE: Dow 30 Maverick Investors
Re-started April 27, 2026
1. Portfolio Summary
The P2 Dow 30 Maverick Investors portfolio was re-started yesterday, April 27, 2026, with a starting value of $100,519, reflecting the +0.519% gain realized between the program’s January 1, 2026 launch and its February 4, 2026 closure. The portfolio is currently 53.6% invested in equities and 46.4% in cash.
The portfolio has been deliberately reduced from eight positions to six. As an educational vehicle for new students of the market, the smaller line-up makes selection criteria — corporate fundamentals via Ziggma relative scores and technical performance via INSTAT fact-based scores — easier to demonstrate, follow, and discuss week to week.
Five of the six current names (JNJ, JPM, MSFT, NVDA, V) were also held in the original portfolio. Three previous holdings (AMGN, AMZN, MRK) have been dropped. Procter & Gamble (PG) is the new addition. Five other Dow 30 names cleared the Ziggma 80+ quality threshold but were excluded because their INSTAT scores were negative — they are quality businesses that do not currently pass the technical filter.
FULL REPORT
