Portfolio & Performance Update Table of Contents * a. Portfolio & Performance Updates * b. Today's Changes * c. Portfolio Management Strategy * d. Updated Holdings A detailed Netflix earnings review will be published tonight. a. Portfolio & Performance
News of the Week (January 12 - 16, 2026) Table of Contents * 1. Big Bank Earnings * a. JP Morgan * b. Bank of America * c. More Commentary from Around the Sector * 2. Software Selloff & AI Disruption Risks * 3. Alphabet (GOOGL) – Siri * 4.
