SEPTEMBER 2026 · YOUR MONTHLY BRIEF
Your monthly portfolio update
Adding $1,000? Start with the practical model’s new-money allocation below, with no buy below $50. To build or maintain the complete model, use its full saved allocation. Then explore up to ten leading disclosed purchases as research ideas.
The latest disclosures include purchases across 5 companies. Bloom Energy (BE) led the list, with 40.0% of estimated purchases. These purchases are research context, not a list of orders to place.
REPORTED BUYS 100.0K$ 5 disclosed purchases | REPORTED SALES 10.0K$ 1 disclosed sales | MODEL VALUE 10.0K$ 5 stock positions | PERFORMANCE Not shown Illustrative example |
NEW MONEY · PRACTICAL MODEL WEIGHTS
How would you invest your next $1,000?
| Rank | Company | From fresh $1,000 |
|---|---|---|
| 1 | BUY Bloom Energy (BE) | $360.00 |
| 2 | BUY Microsoft (MSFT) | $225.00 |
| 3 | BUY NVIDIA (NVDA) | $135.00 |
| 4 | BUY Apple (AAPL) | $108.00 |
| 5 | BUY Alphabet (GOOGL) | $72.00 |
| 6 | Cash to keep aside | $100.00 |
Based on the model allocation saved on 2026-09-30. Only buys of at least $50 are shown; at most 20 buys fit within $1,000. Smaller allocations stay as cash rather than being redistributed. The amounts total $1,000 before fees and share rounding.
This is a way to allocate a fresh contribution, not a rebalance of your existing holdings. It omits small model positions, so it does not replicate the complete portfolio or its charted performance. Use the complete allocation below when maintaining an existing model portfolio.
Build or maintain the practical portfolio
To follow the practical model, use the portfolio below. It shows what your holdings should look like after rebalancing.
Starting today? Build this allocation. Already invested? Compare it with what you own and buy or sell the difference. Include any new money in your total first.
A quick example: your target is $100 in a stock. If you own $80, add $20. If you own $130, reduce it by $30. Keep the cash allocation aside.
YOUR PORTFOLIO TO MATCH
What your portfolio should look like after rebalancing
| Rank | Holding | Share | Per $1,000 |
|---|---|---|---|
| 1 | Bloom Energy (BE) | 36.0% | $360.00 |
| 2 | Microsoft (MSFT) | 22.5% | $225.00 |
| 3 | NVIDIA (NVDA) | 13.5% | $135.00 |
| 4 | Apple (AAPL) | 10.8% | $108.00 |
| 5 | Alphabet (GOOGL) | 7.2% | $72.00 |
| 6 | Cash to keep aside | 10.0% | $100.00 |
Allocation as of 2026-09-30. This is a summary of 5 stock positions and cash. Subscriber editions include every holding in the attached allocation. A holding you’ve assigned to this model that is absent from the complete allocation has a zero model weight. Allow for fees, current prices and share rounding.
What changed this month?
The biggest recorded changes in the model were:
- Reduced Apple (AAPL) by $60.00 per $1,000 of model value at the time.
- Added to Bloom Energy (BE) by $60.00 per $1,000 of model value at the time.
These explain the model’s past activity. They are not extra orders to place after matching the allocation above.
THIS MONTH’S CONGRESS BUYS
Top 5 disclosed buys · research ideas
| Rank | Company | Estimated disclosed buys |
|---|---|---|
| 1 | BUY Bloom Energy (BE) | $40,000.00 |
| 2 | BUY Microsoft (MSFT) | $25,000.00 |
| 3 | BUY NVIDIA (NVDA) | $15,000.00 |
| 4 | BUY Apple (AAPL) | $12,000.00 |
| 5 | BUY Alphabet (GOOGL) | $8,000.00 |
These are the largest disclosed purchases, not a list of recommended orders. Research individual companies before deciding whether they fit your portfolio.
Based on the saved filing-date edition. Disclosures can arrive weeks after a trade; purchase amounts use reported range midpoints.
Worth a closer look
Bloom Energy (BE)
It accounts for 40.00% of disclosed purchases this month. The filings do not tell us why the purchases happened.
Microsoft (MSFT)
It accounts for 25.00% of disclosed purchases this month. The filings do not tell us why the purchases happened.
Our screens: at least $100,000 of estimated monthly purchases in a company with a recent USD market cap below $2 billion, or at least 25% of the month’s disclosed purchases. Market-cap data must be no more than 30 days old. These are research prompts, not proof of unusual timing or future returns.
Follow the practical portfolio, month by month.
Get three buy ideas free, or subscribe for the practical portfolio allocation, recorded changes and research files.