According to @StockMarketNerd, a new report detailing significant portfolio changes and updated performance versus the S&P 500 was published on Dec 10, 2025 (source: X post by @StockMarketNerd on Dec 10, 2025; source: StockMarketNerd.com portfolio changes and performance updates page). To provide a concrete, trading-oriented summary with verified allocations, adds/trims, new/exited positions, position sizing, cash level, and benchmark deltas, please share the specific contents of the report or grant access to the linked page for precise data extraction (source: stockmarketnerd.com/portfolio-changes-performance-updates; source: X post by @StockMarketNerd on Dec 10, 2025).