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Strong Week, led by Gap, AEO

 

Keeping it short today as I'm heading out to do some field research at the malls for Black Friday.

Strong week for the Portfolio+. Gap tacked on to post...

The Jeff Macke Portfolio
Video
macke portfolio
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Jeff's Retail Portfolio
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Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 29th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, two HUGE new buys ahead of next week and more in my...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$WMT
$GPS
$TGT
$ESLOY
$AEO
Members Only
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Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 22nd, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes in the portfolio and more in the the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$WMT
$GPS
$TGT
Members Only