Elite Maxima Portfolio: November 2026 Performance Update
How the portfolio is performing, which stocks are leading, and how it compares with the S&P 500.
The Elite Maxima Portfolio has completed its second month of live tracking.
Launched on September 8, 2026, with an initial investment of $10,000, the portfolio started with two stocks: SanDisk and Micron Technology.
Following monthly reviews, some positions have been sold and new stocks have been added based on the strategy’s rules.
The portfolio now holds four stocks:
- Dell Technologies (DELL)
- Moderna (MRNA)
- Micron Technology (MU)
- Valero Energy (VLO)
Let’s look at where things stand as of November 8, 2026.
1. Portfolio Performance: Where We Stand
The portfolio is currently valued at $9,339.40, including cash, against the initial investment of $10,000.
This represents a decline of approximately 6.61% since inception.
The portfolio is currently below its starting value. While this is not the result we hoped for, two months is too short a period to judge a long-term investment strategy.
Cash remains an important part of the portfolio. We invest only when stocks meet the strategy’s requirements.
2. How Are We Performing Against the S&P 500?
The S&P 500 serves as our benchmark.
Since September 8, the comparison looks like this:
- Elite Maxima Portfolio: -6.61%
- S&P 500: -4.28%
The portfolio is currently trailing the broader market by 2.33 percentage points.
September was positive for the portfolio, but October brought a decline. November has also started on a weak note.
This is an important part of the record. We should acknowledge underperformance rather than focus only on positive results.
The goal is to follow the strategy consistently and evaluate its performance over a longer period.
Get Maxima Investing’s stories in your inbox
Join Medium for free to get updates from this writer.
Note: November performance figures are through November 8 and reflect a partial month.
3. Current Holdings: Winners and Losers
The portfolio currently has four positions.
Their six-month stock performance is:
- Moderna (MRNA): +35%
- Valero Energy (VLO): -10%
- Dell Technologies (DELL): -22%
- Micron Technology (MU): -32%
Moderna is currently the strongest performer.
The other three stocks are below their respective cost bases. Micron has the largest unrealized loss in dollar terms.
Not every position will be profitable. What matters is how we manage each position.
Stocks will remain in the portfolio as long as they meet the strategy’s requirements. If an exit condition is triggered, we will follow the rules and sell.
4. Why Are We Holding So Much Cash?
Approximately 67% of the portfolio is currently held in cash.
The strategy allows a maximum of 12 stock positions. We currently hold just four.
There is no requirement to fill all 12 positions or remain fully invested.
New stocks will be added only when they qualify under the strategy.
Holding cash is also a position. It allows us to preserve capital and wait for better opportunities rather than invest simply for the sake of being invested.
5. What Comes Next?
The first two months have not been particularly strong.
The portfolio is down 6.61% and is trailing the S&P 500. That is the reality of the current performance record.
However, the strategy is still in its early stages.
My focus remains on three things:
- Following the predefined entry and exit rules.
- Managing risk and avoiding unnecessary positions.
- Measuring performance against the S&P 500 over time.
I will continue publishing monthly updates covering portfolio value, returns, individual holdings, and benchmark performance.
The objective is simple: follow the process, report the results, and let the numbers tell the story.
Follow the Elite Maxima Portfolio
You can explore current holdings, transactions, returns, dividends, and benchmark comparisons through the Elite Maxima Live Portfolio Dashboard.
For a broader overview, read the November 2026 Monthly Review.
If you are new to Maxima Investing, start with the Start Here guide.
The portfolio is still in its early stages. I will continue to share monthly reviews, portfolio updates, performance reports, and practical investing insights as the journey unfolds.
Disclaimer: This post is for informational and educational purposes only and reflects my personal portfolio journey. It is not financial, investment, tax, or legal advice, nor is it a recommendation to buy or sell any security. Investing in stocks involves risk, including the potential loss of principal. Past performance does not guarantee future results, and the performance of the Elite Maxima Portfolio may differ from that of the S&P 500 or other benchmarks. All investment decisions should be based on your own research, financial goals, and risk tolerance. Consider consulting a qualified financial advisor before making investment decisions.
