AGI
- Tech
- Semis
- Cloud
- Software
- Hardware
get rich when we get the big guy
Performance
Growth of $1,000 · 1 month
$1,009.39+$9.39 (+0.94%)
S&P 500: 1,027.27
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jul 13, 2026 | $1,000.00 | Not available |
| Jul 13, 2026 | $1,000.00 | $1,000.00 |
| Jul 13, 2026 | $987.68 | $996.23 |
| Jul 13, 2026 | $983.66 | $995.82 |
| Jul 14, 2026 | $995.56 | $998.70 |
| Jul 14, 2026 | $999.29 | $998.82 |
| Jul 14, 2026 | $1,000.30 | $999.31 |
| Jul 15, 2026 | $1,009.78 | $1,001.04 |
| Jul 15, 2026 | $997.63 | $999.98 |
| Jul 15, 2026 | $1,002.39 | $1,000.65 |
| Jul 16, 2026 | $988.57 | $1,001.95 |
| Jul 16, 2026 | $982.34 | $1,000.21 |
| Jul 16, 2026 | $972.46 | $996.71 |
| Jul 17, 2026 | $948.62 | $989.79 |
| Jul 17, 2026 | $958.99 | $991.50 |
| Jul 17, 2026 | $948.30 | $989.04 |
| Jul 20, 2026 | $952.57 | $988.58 |
| Jul 20, 2026 | $956.86 | $989.76 |
| Jul 20, 2026 | $951.96 | $986.74 |
| Jul 21, 2026 | $975.81 | $992.08 |
| Jul 21, 2026 | $976.41 | $994.68 |
| Jul 21, 2026 | $978.80 | $994.23 |
| Jul 22, 2026 | $972.45 | $994.79 |
| Jul 22, 2026 | $978.47 | $996.09 |
| Jul 22, 2026 | $976.35 | $994.44 |
| Jul 23, 2026 | $931.12 | $982.56 |
| Jul 23, 2026 | $936.17 | $980.26 |
| Jul 23, 2026 | $928.01 | $979.39 |
| Jul 24, 2026 | $918.44 | $983.91 |
| Jul 24, 2026 | $918.09 | $985.05 |
| Jul 24, 2026 | $907.03 | $980.97 |
| Jul 27, 2026 | $896.86 | $982.71 |
| Jul 27, 2026 | $887.95 | $979.21 |
| Jul 27, 2026 | $893.33 | $981.87 |
| Jul 28, 2026 | $878.22 | $981.33 |
| Jul 28, 2026 | $888.98 | $986.58 |
| Jul 28, 2026 | $887.04 | $985.09 |
| Jul 29, 2026 | $866.97 | $976.24 |
| Jul 29, 2026 | $866.99 | $976.31 |
| Jul 29, 2026 | $888.52 | $985.71 |
| Jul 30, 2026 | $904.67 | $978.11 |
| Jul 30, 2026 | $910.16 | $981.77 |
| Jul 30, 2026 | $910.08 | $984.15 |
| Jul 31, 2026 | $930.86 | $986.51 |
| Jul 31, 2026 | $932.73 | $989.31 |
| Jul 31, 2026 | $933.76 | $991.30 |
| Aug 3, 2026 | $962.82 | $1,003.51 |
| Aug 3, 2026 | $962.02 | $1,004.63 |
| Aug 3, 2026 | $965.63 | $1,006.96 |
| Aug 4, 2026 | $985.67 | $1,018.06 |
| Aug 4, 2026 | $988.30 | $1,023.33 |
| Aug 4, 2026 | $994.14 | $1,025.73 |
| Aug 5, 2026 | $993.24 | $1,027.61 |
| Aug 5, 2026 | $986.87 | $1,025.44 |
| Aug 5, 2026 | $983.56 | $1,024.83 |
| Aug 6, 2026 | $1,001.96 | $1,024.27 |
| Aug 6, 2026 | $1,000.68 | $1,021.61 |
| Aug 6, 2026 | $996.48 | $1,021.59 |
| Aug 7, 2026 | $1,012.25 | $1,026.72 |
| Aug 7, 2026 | $1,017.65 | $1,025.66 |
| Aug 7, 2026 | $1,018.74 | $1,025.01 |
| Aug 10, 2026 | $1,010.43 | $1,027.71 |
| Aug 10, 2026 | $1,009.39 | $1,027.27 |
PortfolioS&P 500
- Time-weighted return
- +0.94%
- Modified Dietz return
- +0.94%
- Normalized wealth
- 1,009.39
- Holdings
- 6
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 NVDANvidia Corp | +26.60% | 143.27 | $31,340.88 | $11,341.46 |
 TSMTaiwan Semiconductor Manufacturing Company Ltd. | +21.54% | 60.11 | $25,383.16 | $13,383.16 |
 GOOGLAlphabet Inc. Class A Common Stock | +19.64% | 65.24 | $23,139.71 | $11,139.92 |
 WOLFWolfspeed, Inc. | +13.89% | 542.96 | $16,370.30 | $12,368.67 |
 MSFTMicrosoft Corp | +10.31% | 23.93 | $12,152.39 | $2,152.31 |
 ASMLASML Holding NV | +8.02% | 5.39 | $9,449.80 | $5,449.83 |