AGI

agi@jeffPublic
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get rich when we get the big guy

Semiconductors
#2 / 8
Hardware
#3 / 12
Cloud
#5 / 11
Software
#5 / 17

Performance

Growth of $1,000 · This week

$1,016.35+$16.35 (+1.63%)

S&P 500: 1,006.27

Portfolio performance over This week
DatePortfolioS&P 500
Sep 17, 2026$1,000.00Not available
Sep 18, 2026$1,000.00$997.36
Sep 18, 2026$1,001.40$997.36
Sep 18, 2026$1,001.25$997.77
Sep 18, 2026$999.46$996.86
Sep 18, 2026$999.40$996.86
Sep 18, 2026$999.43$997.09
Sep 18, 2026$999.70$997.09
Sep 18, 2026$999.59$996.60
Sep 18, 2026$999.20$996.60
Sep 18, 2026$1,000.43$995.93
Sep 18, 2026$1,000.36$996.89
Sep 18, 2026$1,000.13$996.89
Sep 18, 2026$1,000.27$997.05
Sep 18, 2026$999.94$997.05
Sep 18, 2026$1,000.05$997.46
Sep 18, 2026$1,000.50$997.46
Sep 18, 2026$1,001.18$998.11
Sep 18, 2026$1,001.73$998.11
Sep 18, 2026$1,002.69$999.44
Sep 18, 2026$1,002.90$999.12
Sep 18, 2026$1,006.82$999.68
Sep 21, 2026$1,016.05$1,006.18
Sep 21, 2026$1,018.60$1,006.96
Sep 21, 2026$1,021.79$1,009.69
Sep 21, 2026$1,022.31$1,009.69
Sep 21, 2026$1,025.56$1,010.07
Sep 21, 2026$1,024.59$1,010.07
Sep 21, 2026$1,024.13$1,010.66
Sep 21, 2026$1,025.06$1,011.68
Sep 21, 2026$1,026.14$1,013.42
Sep 21, 2026$1,025.52$1,013.42
Sep 21, 2026$1,026.22$1,013.77
Sep 21, 2026$1,027.15$1,014.32
Sep 21, 2026$1,027.20$1,014.71
Sep 21, 2026$1,027.64$1,015.66
Sep 21, 2026$1,028.67$1,015.66
Sep 21, 2026$1,028.95$1,015.66
Sep 21, 2026$1,029.55$1,016.45
Sep 21, 2026$1,029.19$1,015.91
Sep 22, 2026$1,027.88$1,016.31
Sep 22, 2026$1,031.68$1,016.37
Sep 22, 2026$1,033.18$1,015.96
Sep 22, 2026$1,034.92$1,015.55
Sep 22, 2026$1,034.21$1,015.55
Sep 22, 2026$1,033.36$1,015.43
Sep 22, 2026$1,033.15$1,015.59
Sep 22, 2026$1,031.09$1,015.57
Sep 22, 2026$1,032.23$1,014.42
Sep 22, 2026$1,030.62$1,014.50
Sep 22, 2026$1,032.42$1,015.50
Sep 22, 2026$1,033.15$1,015.50
Sep 22, 2026$1,030.90$1,014.99
Sep 22, 2026$1,030.99$1,014.99
Sep 22, 2026$1,032.38$1,016.23
Sep 22, 2026$1,032.26$1,016.23
Sep 22, 2026$1,032.41$1,016.48
Sep 22, 2026$1,032.91$1,016.29
Sep 22, 2026$1,033.21$1,016.30
Sep 22, 2026$1,033.52$1,016.30
Sep 22, 2026$1,033.59$1,016.82
Sep 23, 2026$1,030.51$1,014.33
Sep 23, 2026$1,028.98$1,014.33
Sep 23, 2026$1,020.89$1,011.40
Sep 23, 2026$1,021.20$1,010.30
Sep 23, 2026$1,022.90$1,010.49
Sep 23, 2026$1,023.31$1,010.49
Sep 23, 2026$1,020.75$1,009.61
Sep 23, 2026$1,019.28$1,008.75
Sep 23, 2026$1,018.72$1,008.79
Sep 23, 2026$1,017.73$1,006.80
Sep 23, 2026$1,017.23$1,006.80
Sep 23, 2026$1,020.76$1,007.33
Sep 23, 2026$1,020.63$1,007.33
Sep 23, 2026$1,020.95$1,008.47
Sep 23, 2026$1,020.16$1,008.40
Sep 23, 2026$1,020.37$1,008.45
Sep 23, 2026$1,018.66$1,007.74
Sep 23, 2026$1,019.19$1,007.64
Sep 24, 2026$1,009.45$1,003.57
Sep 24, 2026$1,007.66$1,003.57
Sep 24, 2026$1,009.30$1,004.48
Sep 24, 2026$1,008.16$1,004.48
Sep 24, 2026$1,008.09$1,005.53
Sep 24, 2026$1,008.50$1,005.53
Sep 24, 2026$1,006.18$1,004.36
Sep 24, 2026$1,008.18$1,002.51
Sep 24, 2026$1,009.25$1,002.51
Sep 24, 2026$1,014.05$1,006.89
Sep 24, 2026$1,018.07$1,008.14
Sep 24, 2026$1,018.10$1,008.14
Sep 24, 2026$1,015.53$1,006.47
Sep 24, 2026$1,014.58$1,005.66
Sep 24, 2026$1,015.07$1,005.66
Sep 24, 2026$1,016.14$1,007.09
Sep 24, 2026$1,016.22$1,007.09
Sep 24, 2026$1,015.96$1,007.11
Sep 24, 2026$1,015.13$1,007.11
Sep 24, 2026$1,016.35$1,006.27
PortfolioS&P 500
Time-weighted return
+1.63%
Modified Dietz return
+1.63%
Normalized wealth
1,016.35
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