Week 19 Recap & Week 20 Outlook
Week 19 delivered one of the most remarkable stretches for global equities in 2026. The S&P 500 and Nasdaq Composite both closed at record highs for the sixth consecutive week, powered by blowout ...
Portfolio Dashboard
Real-time portfolio tracking with transparent performance metrics
Project Inception: March 27, 2026
Welcome to Nobel Select. Our official model portfolio tracking and market analysis begin on this date. All initial portfolio positions are established using official end-of-day market closing prices. Stay tuned for our inaugural deep-dives and weekly recaps.
📅 Latest Weekly Recap
Week 19 Recap & Week 20 Outlook
Week 19 delivered one of the most remarkable stretches for global equities in 2026. The S&P 500 and Nasdaq Composite both closed at record highs for the sixth consecutive week, powered by blowout ...
$123,307.79
Total Value
$1,944.29
Total Gain/Loss
+1.60%
Return %
8
Holdings
Current Holdings
Last updated: May 14, 2026 05:30| Symbol | Company | Sector | Shares | Avg Cost | Current | Total Value | Gain/Loss | Weight |
|---|---|---|---|---|---|---|---|---|
| IBM | International Business Machines Corporation (IBM) | Technology | 100 | 242.50 USD | 214.64 USD | $21,464.00 |
-$2,786.00
-11.49% |
17.4% |
| 9880.HK | Ubtech Robotics Corp Ltd | Technology | 1,500 | 89.20 HKD | 108.00 HKD | $20,687.40 |
$3,293.40
+18.93% |
16.8% |
| ALO.PA | Alstom SA | Rail Transport Manufacturing | 800 | 16.00 EUR | 17.17 EUR | $16,093.10 |
$989.10
+6.55% |
13.1% |
| ALC | Alcon Inc. | Medical Technology | 250 | 62.22 USD | 63.44 USD | $15,860.00 |
$305.00
+1.96% |
12.9% |
| 0700.HK | Tencent Holdings Ltd | Technology | 250 | 484.60 HKD | 465.00 HKD | $14,845.13 |
-$904.88
-5.75% |
12.0% |
| RHM.DE | Rheinmetall AG | Defense | 10 | 1,177.60 EUR | 1,121.60 EUR | $13,140.67 |
-$755.03
-5.43% |
10.7% |
| IAUP.L | iShares Gold Producers UCITS ETF USD (Acc) | Gold Producer Stocks ETF | 250 | 41.33 USD | 44.24 USD | $11,060.00 |
$727.50
+7.04% |
9.0% |
| LLY | Eli Lilly and Company (LLY) | Pharma | 10 | 908.23 USD | 1,015.75 USD | $10,157.50 |
$1,075.20
+11.84% |
8.2% |
Public Watchlist
Companies we are currently researching| Symbol | Company | Current Price | Target Buy Price | Status | Thesis |
|---|---|---|---|---|---|
| 0QQI.L | CENTIEL N | 4.10 CHF | 3.20 CHF | 28.1% above target | stock analysis 2026/4/19 |
| ALC | Alcon Inc. | 63.44 USD | 50.00 USD | 26.9% above target | We'll add a 2nd position at this price. |
| IBM | International Business Machines Corporation (IBM) | 214.64 USD | 200.00 USD | 7.3% above target | Consider buying more around this level when fundamentals are still intact. Re-Evaluation at $200-ish. |
| LLY | Eli Lilly And Co | 1,015.75 USD | 850.00 USD | 19.5% above target | Currently on the sidelines because of general market insecurity. May buy even at a higher price. Very good long term perspective. |
| RHM.DE | Rheinmetall AG | 1,121.60 EUR | 900.00 EUR | 24.6% above target | We buy here a 2nd time if stock pulls back more. |
Latest Analysis
View All
WeeklyRecap
StockPick
Alcon Inc. (ALC) — Stock Analysis
We are initiating a position in Alcon Inc. (NYSE: ALC) at current levels near $62.56. This decision is grounded in the company's dominant market position in eye care, the multi-year catalyst from the