Year to Date

S&P 500

-1.10%

Pioneer Portfolio

+1.82%

Alpha

+2.89%

Month to Date

S&P 500

+3.90

Pioneer Portfolio

+3.70

Alpha

-0.08%

Updated: April 8, 2026

Please Read Disclosure at the Bottom

Portfolio Performance

Hypothetical Growth - $10,000 over 10 years (Based on alpha against the S&P 500)

SP500 Final
$25,937
2% Alpha
$31,058
4% Alpha
$37,072
6% Alpha
$44,114
8% Alpha
$52,338
April 10, 2026

Weekly Asset Allocation Update

See the Changes in Our Portfolio
We had a solid week. We closed the week +3.02%.
View Update
April 3, 2026

Weekly Asset Allocation Update

See the Changes in Our Portfolio.
We closed the week +3.99% against the S&P's +3.36. Our risk adjusted alpha for the week is +0.59%.
View Update
March 27, 2026

Weekly Asset Allocation Update

See the Changes in Our Portfolio
We closed the week -1.35% against the S&P 500 which closed the week -2.12%, a BEAT of +0.77%.
View Update

Pioneer Financial | Hypothetical Performance & Risk Disclosure

IMPORTANT: PLEASE READ CAREFULLY

Hypothetical Performance Disclosure:
The performance results presented in the "$10,000 Growth Comparison" chart are hypothetical and simulated. These results are derived by applying percentage alpha outperformance metrics retrospectively over a 10-year period. Hypothetical performance has inherent limitations and does not represent actual trading by any investor. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Percentages are updated on a weekly basis.

Past Performance is Not Indicative of Future Results:
The current and historical outperformance of Pioneer Financial’s strategies, including the "Inner Circle" and "Gold Tier" alerts, is not a guarantee, prediction, or assurance of future performance. Market conditions change over time, and strategies that have been successful in the past—including during the "Normalization Era" of 2025-2026—may not be successful in the future.

Investment Risk Warning:
All investments involve a high degree of risk, including the complete loss of principal. The stock market is volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments, such as the current 2026 geopolitical tensions and interest rate fluctuations discussed in our research.

Not Financial Advice:
Pioneer Financial, LLC is an educational and research-based publishing company. We are not registered investment advisors (RIA) or broker-dealers. The information provided on this website, including trade alerts and asset allocation tools, is for informational purposes only and does not constitute personalized investment advice. You should consult with a qualified financial professional before making any investment decisions.

Index Comparison:
The S&P 500 Index ($SPY) is an unmanaged, market-capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation. It is shown for comparative purposes only. Investors cannot invest directly in an index. All alpha related calculations are done on a risk adjusted basis to account for portfolio beta.

> By using this site and accessing our "Inner Circle" data, you acknowledge that you are investing at your own risk and that Pioneer Financial, LLC shall not be held liable for any investment losses incurred.