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September was a very challenging month for bonds and did challenge stocks too, especially smaller ones. The S&P 500 slipped during the month, but it did gain during Q3, as I discuss below. It is not on track to return 20% or more this year, and this would break the three-year big-gains streak. The Market July was a rough month, but after a very strong August, large-cap stocks did retreat in September. The S&P 500 has returned 12.7% with dividends included, and the price is up

Q2 was a very good one for stocks. In fact, it was the best quarter since the big rally after the pandemic hit and plunged stocks in 2020. Stocks are up in 2026, though they are performing very differently than they have been over the past few years. During Q2, I closed my two cannabis-related businesses, and I have been a lot more focused on ETFs and stocks. I began to write about ETFs during 2025, and I launched an ETF model portfolio at the end of the year. This is the fir