Swami Weekly: Wrap July 28, 2025 [Inverse of last week]

Hi Swami Subs, 

SHOP (Shopify Inc) and TDG (Transdigm Group) and XLY (SPDR Consumer Discretionary Sector ETF) are the lone holdovers from last week's top signal portfolio (Swami All-Equity). Our portfolio performed slightly worse than SPY last week, as Swami All-Equity advanced 1.4% vs SPY's 1.5%. However, our 17.9% YTD (year-to-date) performance number remains significantly ahead of our SPY benchmark which is sitting at 9.4% total return YTD.