AGI

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

get rich when we get the big guy

Rankings
#3
Cloud
#3 / 11
Technology
#3 / 24
Semiconductors
#3 / 8
Software
#3 / 17
Hardware
#3 / 12

Performance

Growth of $1,000 · 1 year

$1,696.90+$696.90 (+69.69%)

S&P 500: 1,160.07

Portfolio performance over 1 year
DatePortfolioS&P 500
Sep 24, 2025$1,000.00Not available
Sep 29, 2025$995.38$1,004.50
Sep 30, 2025$1,040.30$1,003.52
Oct 1, 2025$1,045.48$1,009.44
Oct 2, 2025$1,051.14$1,012.26
Oct 3, 2025$1,046.47$1,012.82
Oct 6, 2025$1,048.20$1,014.87
Oct 7, 2025$1,069.13$1,017.67
Oct 8, 2025$1,064.09$1,016.86
Oct 9, 2025$1,113.55$1,017.27
Oct 10, 2025$1,109.11$997.40
Oct 13, 2025$1,083.38$1,003.23
Oct 14, 2025$1,076.95$1,003.96
Oct 15, 2025$1,098.78$1,012.55
Oct 16, 2025$1,098.22$997.84
Oct 17, 2025$1,087.39$997.06
Oct 20, 2025$1,079.08$1,015.98
Oct 21, 2025$1,080.31$1,014.90
Oct 22, 2025$1,072.39$1,013.37
Oct 23, 2025$1,063.70$1,013.42
Oct 24, 2025$1,079.47$1,026.40
Oct 27, 2025$1,113.73$1,037.08
Oct 28, 2025$1,121.13$1,038.39
Oct 29, 2025$1,146.71$1,042.50
Oct 30, 2025$1,121.45$1,033.52
Oct 31, 2025$1,126.03$1,035.46
Nov 3, 2025$1,106.65$1,034.20
Nov 4, 2025$1,078.92$1,025.56
Nov 5, 2025$1,066.07$1,024.95
Nov 6, 2025$1,056.68$1,016.17
Nov 7, 2025$1,012.06$1,003.35
Nov 10, 2025$1,051.32$1,031.33
Nov 11, 2025$1,042.76$1,028.20
Nov 12, 2025$1,039.97$1,034.26
Nov 13, 2025$1,035.80$1,026.80
Nov 14, 2025$990.23$1,017.84
Nov 17, 2025$1,019.03$1,007.46
Nov 18, 2025$1,008.69$997.45
Nov 19, 2025$1,006.06$1,002.86
Nov 20, 2025$1,053.24$1,021.75
Nov 21, 2025$996.86$1,000.00
Nov 24, 2025$1,027.94$1,012.09
Nov 25, 2025$1,020.73$1,013.19
Nov 26, 2025$1,050.27$1,030.88
Nov 28, 2025$1,047.72$1,034.28
Dec 1, 2025$1,057.46$1,029.55
Dec 2, 2025$1,067.10$1,031.46
Dec 3, 2025$1,049.38$1,035.10
Dec 4, 2025$1,068.44$1,033.42
Dec 5, 2025$1,076.47$1,038.17
Dec 8, 2025$1,083.56$1,034.64
Dec 9, 2025$1,079.99$1,033.75
Dec 10, 2025$1,082.86$1,034.96
Dec 11, 2025$1,064.82$1,033.21
Dec 12, 2025$1,055.03$1,031.81
Dec 15, 2025$1,017.59$1,030.25
Dec 16, 2025$1,012.78$1,027.28
Dec 17, 2025$1,018.74$1,017.91
Dec 18, 2025$1,003.32$1,023.80
Dec 19, 2025$1,016.25$1,028.11
Dec 22, 2025$1,039.29$1,036.46
Dec 23, 2025$1,037.56$1,038.92
Dec 24, 2025$1,053.24$1,044.86
Dec 26, 2025$1,058.71$1,044.75
Dec 29, 2025$1,049.19$1,041.03
Dec 30, 2025$1,050.37$1,039.76
Dec 31, 2025$1,051.66$1,032.05
Jan 2, 2026$1,076.18$1,033.94
Jan 5, 2026$1,075.89$1,040.83
Jan 6, 2026$1,086.58$1,043.04
Jan 7, 2026$1,089.02$1,048.83
Jan 8, 2026$1,099.95$1,042.66
Jan 9, 2026$1,087.66$1,046.51
Jan 12, 2026$1,095.63$1,052.09
Jan 13, 2026$1,107.41$1,051.72
Jan 14, 2026$1,095.28$1,039.55
Jan 15, 2026$1,118.82$1,047.67
Jan 16, 2026$1,125.75$1,046.79
Jan 20, 2026$1,083.46$1,025.48
Jan 21, 2026$1,089.11$1,029.17
Jan 22, 2026$1,102.75$1,042.81
Jan 23, 2026$1,105.46$1,043.68
Jan 26, 2026$1,099.71$1,048.41
Jan 27, 2026$1,111.01$1,053.05
Jan 28, 2026$1,127.58$1,052.90
Jan 29, 2026$1,112.25$1,045.89
Jan 30, 2026$1,101.11$1,047.26
Feb 2, 2026$1,096.11$1,052.47
Feb 3, 2026$1,092.89$1,043.57
Feb 4, 2026$1,075.75$1,033.26
Feb 5, 2026$1,014.86$1,024.20
Feb 6, 2026$1,047.39$1,040.57
Feb 9, 2026$1,084.55$1,050.26
Feb 10, 2026$1,094.20$1,047.49
Feb 11, 2026$1,103.18$1,045.68
Feb 12, 2026$1,113.64$1,037.56
Feb 13, 2026$1,084.56$1,036.50
Feb 17, 2026$1,086.83$1,033.46
Feb 18, 2026$1,093.87$1,038.67
Feb 19, 2026$1,091.77$1,035.93
Feb 20, 2026$1,088.82$1,042.92
Feb 23, 2026$1,105.40$1,032.76
Feb 24, 2026$1,130.13$1,040.53
Feb 25, 2026$1,146.40$1,049.09
Feb 26, 2026$1,110.18$1,043.22
Feb 27, 2026$1,093.16$1,038.21
Mar 2, 2026$1,103.23$1,038.80
Mar 3, 2026$1,081.67$1,029.65
Mar 4, 2026$1,090.21$1,036.91
Mar 5, 2026$1,076.06$1,031.13
Mar 6, 2026$1,035.55$1,017.61
Mar 9, 2026$1,067.37$1,026.53
Mar 10, 2026$1,063.56$1,024.88
Mar 11, 2026$1,079.97$1,023.59
Mar 12, 2026$1,063.57$1,008.05
Mar 13, 2026$1,061.10$1,002.34
Mar 16, 2026$1,064.78$1,012.54
Mar 17, 2026$1,066.75$1,015.21
Mar 18, 2026$1,060.63$1,001.04
Mar 19, 2026$1,034.64$998.57
Mar 20, 2026$1,037.76$981.58
Mar 23, 2026$1,033.69$991.88
Mar 24, 2026$1,026.92$988.56
Mar 25, 2026$1,045.40$994.06
Mar 26, 2026$1,022.19$976.31
Mar 27, 2026$980.90$959.66
Mar 30, 2026$956.08$956.46
Mar 31, 2026$978.81$984.26
Apr 1, 2026$1,024.62$991.67
Apr 2, 2026$1,008.76$990.42
Apr 6, 2026$1,039.82$997.26
Apr 7, 2026$1,040.96$997.70
Apr 8, 2026$1,111.64$1,022.01
Apr 9, 2026$1,119.05$1,029.01
Apr 10, 2026$1,131.11$1,028.33
Apr 13, 2026$1,145.96$1,038.38
Apr 14, 2026$1,152.41$1,051.03
Apr 15, 2026$1,174.90$1,059.32
Apr 16, 2026$1,192.13$1,060.97
Apr 17, 2026$1,194.49$1,077.84
Apr 20, 2026$1,197.33$1,072.61
Apr 21, 2026$1,189.59$1,073.64
Apr 22, 2026$1,209.85$1,072.36
Apr 23, 2026$1,218.71$1,073.77
Apr 24, 2026$1,243.56$1,078.82
Apr 27, 2026$1,276.66$1,082.37
Apr 28, 2026$1,229.26$1,076.63
Apr 29, 2026$1,232.16$1,074.51
Apr 30, 2026$1,272.48$1,077.39
May 1, 2026$1,307.59$1,091.47
May 4, 2026$1,301.94$1,086.67
May 5, 2026$1,314.76$1,094.47
May 6, 2026$1,362.10$1,107.18
May 7, 2026$1,409.54$1,111.49
May 8, 2026$1,421.98$1,114.79
May 11, 2026$1,440.88$1,118.89
May 12, 2026$1,451.30$1,113.45
May 13, 2026$1,514.98$1,116.82
May 14, 2026$1,582.57$1,132.36
May 15, 2026$1,552.78$1,122.29
May 18, 2026$1,498.62$1,117.91
May 19, 2026$1,484.65$1,108.28
May 20, 2026$1,486.42$1,116.96
May 21, 2026$1,568.86$1,117.68
May 22, 2026$1,571.67$1,130.87
May 26, 2026$1,586.60$1,135.98
May 27, 2026$1,521.11$1,135.40
May 28, 2026$1,541.35$1,141.46
May 29, 2026$1,507.77$1,147.05
Jun 1, 2026$1,494.20$1,148.01
Jun 2, 2026$1,545.21$1,146.38
Jun 3, 2026$1,530.19$1,148.19
Jun 4, 2026$1,561.45$1,137.82
Jun 5, 2026$1,470.42$1,139.03
Jun 8, 2026$1,462.95$1,118.77
Jun 9, 2026$1,416.29$1,116.49
Jun 10, 2026$1,368.58$1,109.42
Jun 11, 2026$1,384.15$1,098.17
Jun 12, 2026$1,375.27$1,117.37
Jun 15, 2026$1,451.45$1,142.40
Jun 16, 2026$1,403.52$1,135.59
Jun 17, 2026$1,418.72$1,121.41
Jun 18, 2026$1,509.33$1,130.15
Jun 22, 2026$1,465.93$1,126.60
Jun 23, 2026$1,396.25$1,110.24
Jun 24, 2026$1,374.62$1,109.72
Jun 25, 2026$1,376.89$1,108.73
Jun 26, 2026$1,357.75$1,103.29
Jun 29, 2026$1,382.42$1,121.47
Jun 30, 2026$1,441.62$1,130.20
Jul 1, 2026$1,388.89$1,128.67
Jul 2, 2026$1,345.31$1,127.19
Jul 6, 2026$1,362.64$1,137.02
Jul 7, 2026$1,326.70$1,131.62
Jul 8, 2026$1,336.61$1,128.13
Jul 9, 2026$1,342.85$1,137.68
Jul 10, 2026$1,340.69$1,142.58
Jul 13, 2026$1,304.08$1,133.83
Jul 14, 2026$1,327.68$1,137.86
Jul 15, 2026$1,346.24$1,141.99
Jul 16, 2026$1,295.01$1,136.18
Jul 17, 2026$1,261.56$1,124.93
Jul 20, 2026$1,267.80$1,123.12
Jul 21, 2026$1,302.77$1,132.48
Jul 22, 2026$1,287.83$1,131.47
Jul 23, 2026$1,237.87$1,117.20
Jul 24, 2026$1,207.60$1,118.33
Jul 27, 2026$1,192.90$1,118.58
Jul 28, 2026$1,179.65$1,121.25
Jul 29, 2026$1,144.78$1,104.00
Jul 30, 2026$1,215.55$1,122.55
Jul 31, 2026$1,243.12$1,130.59
Aug 3, 2026$1,278.18$1,146.70
Aug 4, 2026$1,320.24$1,167.37
Aug 5, 2026$1,302.98$1,165.04
Aug 6, 2026$1,321.32$1,163.18
Aug 7, 2026$1,363.22$1,170.29
Aug 10, 2026$1,333.41$1,169.94
Aug 11, 2026$1,334.15$1,166.20
Aug 12, 2026$1,356.75$1,169.13
Aug 13, 2026$1,363.99$1,177.28
Aug 14, 2026$1,361.72$1,174.95
Aug 17, 2026$1,380.97$1,169.40
Aug 18, 2026$1,334.41$1,161.50
Aug 19, 2026$1,313.57$1,163.93
Aug 20, 2026$1,294.55$1,153.75
Aug 21, 2026$1,339.44$1,158.88
Aug 24, 2026$1,319.44$1,155.47
Aug 25, 2026$1,335.69$1,159.17
Aug 26, 2026$1,338.15$1,159.42
Aug 27, 2026$1,375.41$1,167.02
Aug 28, 2026$1,349.06$1,164.37
Aug 31, 2026$1,355.43$1,160.89
Sep 1, 2026$1,335.80$1,152.92
Sep 2, 2026$1,351.41$1,158.03
Sep 3, 2026$1,365.59$1,170.15
Sep 4, 2026$1,384.07$1,165.64
Sep 8, 2026$1,391.04$1,159.24
Sep 9, 2026$1,367.04$1,153.85
Sep 10, 2026$1,340.29$1,147.03
Sep 11, 2026$1,669.27$1,156.82
Sep 14, 2026$1,638.16$1,151.55
Sep 15, 2026$1,633.12$1,146.27
Sep 16, 2026$1,634.67$1,141.22
Sep 17, 2026$1,659.01$1,154.16
Sep 18, 2026$1,680.99$1,152.78
Sep 21, 2026$1,718.42$1,170.65
Sep 22, 2026$1,725.73$1,170.60
Sep 23, 2026$1,701.95$1,162.04
Sep 24, 2026$1,696.90$1,160.07
PortfolioS&P 500
Time-weighted return
+69.69%
Modified Dietz return
+69.69%
Normalized wealth
1,696.9
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