When the banks win, he wins.

Update, May 15, 4:30 p.m. ET: Bad news for banks this week from the White House: President Obama chided credit card issuers for unfair practices and warned that he's seriously considering limits on executive compensation. Cramer's finance-friendly portfolio finished up the week unscathed, however, as JPMorgan Chase & Co. (JPM) and Wells Fargo (WFC) stocks still look strong. As for our portfolio, we got a nice bump from Target (TGT), which is up 15 percent since the inauguration. Analysts say that its customer traffic is on the rise for the first time in months. The discount retailer was also encouraged by a less-than-dazzling earnings report from its main competitor, Wal-Mart (WMT) on Thursday.

The Big Money: $12,865.04 (up 28.65 percent since the inauguration).

Cramer: $10,544.48 (up 5.44 percent since the inauguration).

Update, May 8, 4:30 p.m. ET: We weren't worried about the bank test results that came out this week, but Cramer's portfolio could have taken a hit. Lucky for him, most banks fared better than expected, so financial stocks have enjoyed a nice boost these past two days. JPMorgan Chase & Co. (JPM) shares rose at the encouraging news that the bank will not be asked to raise more capital, and even Wells Fargo (WFC), which got less-flattering test results, hasn't seen its stock value drop. Overall, the banks' shares are up 85 percent and 68 percent, respectively, since the inauguration. Our top-performing stock is still J.Crew (JCG), which has doubled in value since then.