Monthly Portfolio Summary

February 2026

Sunrise over a field — representing growth and new beginnings

February 2026 · Portfolio Report

Your portfolio is
growing ahead of the market.

A strong month for your automated portfolio. Here's a full breakdown of your performance, allocation, and what we recommend next.

Performance Snapshot

Your Portfolio

+3.2%

February Return

S&P 500

+1.8%

Benchmark Return

Outperformed

+1.4%

vs. Benchmark

🏆

Top Performer · February

Technology Sector ETF (QQQ)

Returned +7.4% this month, driven by strong AI and semiconductor earnings.

Asset Allocation

Your Current Portfolio Mix

Equities (Stocks)

65%

Broad market index funds, sector ETFs, international equities

Fixed Income (Bonds)

25%

US Treasury bonds, investment-grade corporate bonds

Alternatives

10%

REITs, commodities, inflation-linked securities

✓

Auto-Rebalancing Executed

On February 28, 2026, your portfolio was automatically rebalanced to maintain your target allocation. No action was required on your part.

Smart Recommendation

Boost Your Long-Term Growth

💡 Increase Your Monthly Contribution

Based on your current trajectory and market conditions, our algorithm suggests increasing your monthly auto-investment by just $50. Here's what that means for you:

$600

Additional per year

+$4,200

Projected 5-yr growth*

7.2%

Avg. annual return

*Projection based on your portfolio's historical average return. Past performance does not guarantee future results.

Ready to see the full picture?

Your complete February report includes detailed transaction history, tax-loss harvesting activity, dividend reinvestments, and projected annual returns.

View Full February Report →

Or log in at nordvestinvest.com/dashboard

Sarah Lindqvist

Lead Portfolio Strategist, NordVest Invest

"February showed resilience across diversified portfolios. We're optimistic about Q2 2026 as rate stabilization continues."

Investment Disclaimer: NordVest Invest is a registered investment advisor. All investment strategies involve risk, including the possible loss of principal. The information in this email is for informational purposes only and does not constitute personalized financial advice. Past performance is not indicative of future results. Please review your full risk disclosure agreement at nordvestinvest.com/disclosures.

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Your portfolio isgrowing ahead of the market.

Your Current Portfolio Mix

Boost Your Long-Term Growth

Ready to see the full picture?

Your portfolio is
growing ahead of the market.