Portfolio Performance
January 2026
Emit Capital Asset Management
North American Portfolio — February 2026 Factsheet
Monthly portfolio report covering performance, risk, positioning and attribution. Designed as an institutional entry point before downloading the full report.
Base currency: AUD | Performance measure: TWR | Period: Feb 2, 2026 – Feb 27, 2026
Investor-ready | Interactive
Performance Snapshot
February Return (Cumulative)
-5.22%
Feb 2–27, 2026
Ending NAV
Ending NAV (AUD)
Max Drawdown
9.97%
Peak-to-valley in period
Sharpe (Monthly)
-2.36
Std dev: 1.81%
Note: February reflects a volatile regime. When volatility spikes, return dispersion widens and option carry becomes more “expensive insurance” — which is precisely why we keep the process disciplined and sizing conservative when regimes change.
Growth of $100,000 (Since Inception)
Replace the placeholder series below with your full inception-to-date table (Date, SMA AUD, SMA USD, Benchmark AUD, Benchmark USD). The chart will auto-update.
Benchmark Comparison (Feb)
Default benchmark in your report includes SPXTR, EFA, VT; adjust labels if your public factsheet uses S&P 500 (TR) only.
Top Holdings
Update weights/values if you prefer showing “% NAV” rather than AUD value.
| Ticker | Description | Sector | Weight (%) |
|---|---|---|---|
| NVDA | NVIDIA | Technology | 6.52 |
| GOOG | Alphabet | Telecomm | 5.73 |
| VRT | Vertiv | Industrial | 5.72 |
| PRIM | Primoris Services | Industrial | 5.55 |
| MRVL | Marvell | Technology | 5.26 |
Asset Allocation (End of Feb)
Equities ~79.88%, Cash ~20.12% (from report).
Sector Exposure
Technology and Cash dominate positioning; industrial exposure provides “real economy” ballast in a growth-led portfolio.
Monthly Commentary (Insert)
Placeholder: Paste your February commentary here (macro drivers, what worked, what didn’t, risk posture, and March positioning). Keep it short: 120–180 words reads best on mobile.
Suggested structure:
1) Regime (vol, rates, USD, geopolitics)
2) Portfolio outcome (drivers + detractors)
3) Risk posture (hedges, cash, concentration)
4) Forward view (what needs to happen to add risk)
1) Regime (vol, rates, USD, geopolitics)
2) Portfolio outcome (drivers + detractors)
3) Risk posture (hedges, cash, concentration)
4) Forward view (what needs to happen to add risk)
Disclosure: This landing page is a summary entry point. The full PortfolioAnalyst report contains underlying calculations, holdings, and detailed performance/risk tables. Always refer to the PDF for complete detail.