AGI

agi@jeffPublic
  • Tech
  • Semis
  • Cloud
  • Software
  • Hardware

get rich when we get the big guy

Semiconductors
#2 / 8
Hardware
#2 / 12
Cloud
#3 / 11
Software
#5 / 17
Technology
#6 / 24
Rankings
#10

Performance

Growth of $1,000 · This week

$1,045.31+$45.31 (+4.53%)

S&P 500: 1,021.71

Portfolio performance over This week
DatePortfolioS&P 500
Aug 3, 2026$1,000.00Not available
Aug 3, 2026$1,000.00$1,000.00
Aug 3, 2026$1,000.81$1,000.00
Aug 3, 2026$1,001.11$1,000.92
Aug 3, 2026$1,000.93$1,001.63
Aug 3, 2026$999.60$1,001.62
Aug 3, 2026$1,000.00$1,001.62
Aug 3, 2026$998.46$1,002.00
Aug 3, 2026$994.48$1,002.01
Aug 4, 2026$1,016.07$1,004.59
Aug 4, 2026$1,018.27$1,006.67
Aug 4, 2026$1,019.98$1,010.13
Aug 4, 2026$1,020.41$1,010.13
Aug 4, 2026$1,022.16$1,011.11
Aug 4, 2026$1,019.85$1,014.50
Aug 4, 2026$1,021.28$1,015.46
Aug 4, 2026$1,021.20$1,016.42
Aug 4, 2026$1,025.60$1,017.70
Aug 4, 2026$1,025.71$1,017.70
Aug 4, 2026$1,027.89$1,019.04
Aug 4, 2026$1,028.26$1,019.04
Aug 4, 2026$1,027.99$1,019.92
Aug 4, 2026$1,028.91$1,020.26
Aug 4, 2026$1,029.02$1,020.08
Aug 4, 2026$1,029.52$1,020.08
Aug 4, 2026$1,028.65$1,021.18
Aug 4, 2026$1,027.68$1,019.75
Aug 5, 2026$1,036.41$1,024.36
Aug 5, 2026$1,040.10$1,024.36
Aug 5, 2026$1,034.86$1,024.84
Aug 5, 2026$1,033.63$1,024.99
Aug 5, 2026$1,028.59$1,021.53
Aug 5, 2026$1,028.78$1,020.49
Aug 5, 2026$1,030.31$1,020.49
Aug 5, 2026$1,014.86$1,019.10
Aug 5, 2026$1,019.21$1,018.83
Aug 5, 2026$1,022.10$1,019.40
Aug 5, 2026$1,019.20$1,019.30
Aug 5, 2026$1,018.63$1,019.30
Aug 5, 2026$1,019.81$1,019.69
Aug 5, 2026$1,020.98$1,019.88
Aug 5, 2026$1,019.75$1,019.88
Aug 5, 2026$1,021.12$1,019.81
Aug 5, 2026$1,021.37$1,019.81
Aug 5, 2026$1,019.51$1,019.84
Aug 6, 2026$1,026.65$1,017.58
Aug 6, 2026$1,037.56$1,019.21
Aug 6, 2026$1,038.50$1,019.21
Aug 6, 2026$1,035.38$1,019.52
Aug 6, 2026$1,036.85$1,017.34
Aug 6, 2026$1,031.85$1,016.95
Aug 6, 2026$1,034.65$1,016.27
Aug 6, 2026$1,031.73$1,014.73
Aug 6, 2026$1,033.59$1,014.89
Aug 6, 2026$1,034.16$1,015.07
Aug 6, 2026$1,033.27$1,014.87
Aug 6, 2026$1,033.16$1,015.32
Aug 6, 2026$1,034.11$1,015.32
Aug 6, 2026$1,033.18$1,016.77
Aug 6, 2026$1,032.40$1,016.77
Aug 6, 2026$1,033.44$1,015.88
Aug 6, 2026$1,032.95$1,016.32
Aug 6, 2026$1,030.22$1,015.32
Aug 7, 2026$1,051.27$1,018.80
Aug 7, 2026$1,049.42$1,018.80
Aug 7, 2026$1,047.60$1,018.82
Aug 7, 2026$1,047.39$1,018.82
Aug 7, 2026$1,045.96$1,021.66
Aug 7, 2026$1,048.28$1,021.25
Aug 7, 2026$1,055.67$1,022.27
Aug 7, 2026$1,058.38$1,021.45
Aug 7, 2026$1,059.27$1,021.45
Aug 7, 2026$1,055.48$1,019.73
Aug 7, 2026$1,054.90$1,019.73
Aug 7, 2026$1,052.88$1,020.05
Aug 7, 2026$1,053.48$1,020.05
Aug 7, 2026$1,053.09$1,020.21
Aug 7, 2026$1,052.63$1,020.21
Aug 7, 2026$1,054.21$1,020.32
Aug 7, 2026$1,053.14$1,019.40
Aug 7, 2026$1,054.99$1,019.71
Aug 7, 2026$1,059.34$1,021.51
Aug 7, 2026$1,057.78$1,021.51
Aug 10, 2026$1,067.54$1,021.26
Aug 10, 2026$1,055.03$1,021.26
Aug 10, 2026$1,056.97$1,022.34
Aug 10, 2026$1,054.67$1,023.44
Aug 10, 2026$1,049.66$1,022.35
Aug 10, 2026$1,049.71$1,022.35
Aug 10, 2026$1,051.22$1,022.20
Aug 10, 2026$1,050.25$1,023.23
Aug 10, 2026$1,047.88$1,023.23
Aug 10, 2026$1,043.67$1,020.68
Aug 10, 2026$1,045.31$1,021.71
PortfolioS&P 500
Time-weighted return
+4.53%
Modified Dietz return
+4.53%
Normalized wealth
1,045.31
Holdings
6

Holdings

InstrumentWeightQuantityValueUnrealized 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

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