AGI

agi@jeffPublic
  • Tech
  • Semis
  • Cloud
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  • Hardware

get rich when we get the big guy

Cloud
#4 / 11
Semiconductors
#6 / 8
Software
#6 / 17
Hardware
#6 / 12
Technology
#8 / 24
Rankings
#10

Performance

Growth of $1,000 · 1 month

$1,274.75+$274.75 (+27.47%)

S&P 500: 1,002.34

Portfolio performance over 1 month
DatePortfolioS&P 500
Aug 25, 2026$1,000.00Not available
Aug 25, 2026$1,000.00$1,000.00
Aug 25, 2026$1,000.82$1,001.36
Aug 25, 2026$1,000.89$1,001.20
Aug 26, 2026$1,004.45$1,001.48
Aug 26, 2026$1,002.25$1,000.00
Aug 26, 2026$1,005.62$1,002.34
Aug 27, 2026$1,029.80$1,007.42
Aug 27, 2026$1,036.05$1,009.51
Aug 27, 2026$1,028.50$1,006.45
Aug 28, 2026$1,034.56$1,013.33
Aug 28, 2026$1,018.24$1,006.57
Aug 28, 2026$1,013.84$1,005.18
Aug 31, 2026$1,013.97$1,001.57
Aug 31, 2026$1,014.61$1,001.50
Aug 31, 2026$1,015.28$1,001.26
Sep 1, 2026$1,005.51$998.45
Sep 1, 2026$1,006.65$996.82
Sep 1, 2026$1,001.27$994.79
Sep 2, 2026$1,008.90$1,000.74
Sep 2, 2026$1,013.26$1,000.26
Sep 2, 2026$1,014.00$1,000.10
Sep 3, 2026$1,017.48$1,005.95
Sep 3, 2026$1,023.27$1,010.69
Sep 3, 2026$1,029.36$1,011.69
Sep 4, 2026$1,036.43$1,006.15
Sep 4, 2026$1,040.14$1,008.08
Sep 4, 2026$1,040.59$1,007.23
Sep 8, 2026$1,043.71$1,003.82
Sep 8, 2026$1,044.02$1,002.89
Sep 8, 2026$1,043.92$1,002.70
Sep 9, 2026$1,034.26$998.76
Sep 9, 2026$1,030.50$997.21
Sep 9, 2026$1,026.16$997.80
Sep 10, 2026$1,012.59$993.02
Sep 10, 2026$1,011.67$992.77
Sep 10, 2026$1,008.86$990.94
Sep 11, 2026$1,259.05$999.06
Sep 11, 2026$1,258.97$1,001.19
Sep 11, 2026$1,256.94$1,000.35
Sep 14, 2026$1,230.50$991.93
Sep 14, 2026$1,236.92$997.50
Sep 14, 2026$1,237.19$996.62
Sep 15, 2026$1,224.25$989.18
Sep 15, 2026$1,224.15$990.83
Sep 15, 2026$1,226.60$990.51
Sep 16, 2026$1,237.48$994.07
Sep 16, 2026$1,235.53$993.54
Sep 16, 2026$1,225.24$985.87
Sep 17, 2026$1,244.29$994.82
Sep 17, 2026$1,244.38$997.03
Sep 17, 2026$1,245.55$997.04
Sep 18, 2026$1,253.46$993.73
Sep 18, 2026$1,254.69$993.02
Sep 18, 2026$1,255.75$995.40
Sep 21, 2026$1,283.31$1,005.87
Sep 21, 2026$1,286.58$1,009.94
Sep 21, 2026$1,290.30$1,012.54
Sep 22, 2026$1,295.66$1,011.36
Sep 22, 2026$1,294.90$1,011.61
Sep 22, 2026$1,295.17$1,011.81
Sep 23, 2026$1,285.60$1,007.22
Sep 23, 2026$1,277.29$1,003.53
Sep 23, 2026$1,279.79$1,004.52
Sep 24, 2026$1,263.91$999.70
Sep 24, 2026$1,276.91$1,004.74
Sep 24, 2026$1,274.73$1,004.23
Sep 24, 2026$1,274.75$1,002.34
PortfolioS&P 500
Time-weighted return
+27.47%
Modified Dietz return
+27.47%
Normalized wealth
1,274.75
Holdings
6

Holdings

InstrumentWeightQuantityValueUnrealized P&L
NVDANvidia Corp+27.45%143.27$32,085.90$12,086.48
TSMTaiwan Semiconductor Manufacturing Company Ltd.+23.18%60.11$27,086.11$15,086.11
GOOGLAlphabet Inc. Class A Common Stock+19.07%65.24$22,284.40$10,284.61
WOLFWolfspeed, Inc.+12.18%542.96$14,241.89$10,240.26
MSFTMicrosoft Corp+10.17%23.93$11,890.35$1,890.27
ASMLASML Holding NV+7.94%5.39$9,282.50$5,282.53

Version history

1 merged · 0 open
  1. Merged#30 Initial change@jeff · Created Feb 20, 2025, 6:09 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified