AGI
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- Semis
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- Software
- Hardware
get rich when we get the big guy
Performance
Growth of $1,000 · 1 year
$1,446.29+$446.29 (+44.63%)
S&P 500: 1,215.92
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 11, 2025 | $1,000.00 | Not available |
| Sep 29, 2025 | $1,072.20 | $1,043.71 |
| Sep 30, 2025 | $1,120.58 | $1,042.69 |
| Oct 1, 2025 | $1,126.16 | $1,048.84 |
| Oct 2, 2025 | $1,132.26 | $1,051.77 |
| Oct 3, 2025 | $1,127.22 | $1,052.35 |
| Oct 6, 2025 | $1,129.09 | $1,054.48 |
| Oct 7, 2025 | $1,151.63 | $1,057.40 |
| Oct 8, 2025 | $1,146.21 | $1,056.55 |
| Oct 9, 2025 | $1,199.48 | $1,056.98 |
| Oct 10, 2025 | $1,194.70 | $1,036.33 |
| Oct 13, 2025 | $1,166.98 | $1,042.39 |
| Oct 14, 2025 | $1,160.05 | $1,043.14 |
| Oct 15, 2025 | $1,183.57 | $1,052.07 |
| Oct 16, 2025 | $1,182.96 | $1,036.79 |
| Oct 17, 2025 | $1,171.30 | $1,035.98 |
| Oct 20, 2025 | $1,162.35 | $1,055.64 |
| Oct 21, 2025 | $1,163.68 | $1,054.51 |
| Oct 22, 2025 | $1,155.15 | $1,052.92 |
| Oct 23, 2025 | $1,145.79 | $1,052.98 |
| Oct 24, 2025 | $1,162.77 | $1,066.46 |
| Oct 27, 2025 | $1,199.68 | $1,077.56 |
| Oct 28, 2025 | $1,207.65 | $1,078.92 |
| Oct 29, 2025 | $1,235.20 | $1,083.19 |
| Oct 30, 2025 | $1,207.99 | $1,073.86 |
| Oct 31, 2025 | $1,212.92 | $1,075.88 |
| Nov 3, 2025 | $1,192.05 | $1,074.57 |
| Nov 4, 2025 | $1,162.18 | $1,065.59 |
| Nov 5, 2025 | $1,148.33 | $1,064.96 |
| Nov 6, 2025 | $1,138.22 | $1,055.83 |
| Nov 7, 2025 | $1,090.15 | $1,042.51 |
| Nov 10, 2025 | $1,132.45 | $1,071.58 |
| Nov 11, 2025 | $1,123.23 | $1,068.33 |
| Nov 12, 2025 | $1,120.22 | $1,074.63 |
| Nov 13, 2025 | $1,115.73 | $1,066.88 |
| Nov 14, 2025 | $1,066.64 | $1,057.57 |
| Nov 17, 2025 | $1,097.67 | $1,046.78 |
| Nov 18, 2025 | $1,086.53 | $1,036.38 |
| Nov 19, 2025 | $1,083.70 | $1,042.00 |
| Nov 20, 2025 | $1,134.52 | $1,061.63 |
| Nov 21, 2025 | $1,073.78 | $1,039.03 |
| Nov 24, 2025 | $1,107.26 | $1,051.59 |
| Nov 25, 2025 | $1,099.50 | $1,052.73 |
| Nov 26, 2025 | $1,131.32 | $1,071.12 |
| Nov 28, 2025 | $1,128.57 | $1,074.65 |
| Dec 1, 2025 | $1,139.07 | $1,069.74 |
| Dec 2, 2025 | $1,149.45 | $1,071.72 |
| Dec 3, 2025 | $1,130.36 | $1,075.50 |
| Dec 4, 2025 | $1,150.88 | $1,073.76 |
| Dec 5, 2025 | $1,159.54 | $1,078.69 |
| Dec 8, 2025 | $1,167.17 | $1,075.03 |
| Dec 9, 2025 | $1,163.33 | $1,074.10 |
| Dec 10, 2025 | $1,166.43 | $1,075.36 |
| Dec 11, 2025 | $1,147.00 | $1,073.54 |
| Dec 12, 2025 | $1,136.44 | $1,072.08 |
| Dec 15, 2025 | $1,096.11 | $1,070.46 |
| Dec 16, 2025 | $1,090.93 | $1,067.38 |
| Dec 17, 2025 | $1,097.36 | $1,057.65 |
| Dec 18, 2025 | $1,080.75 | $1,063.77 |
| Dec 19, 2025 | $1,094.68 | $1,068.24 |
| Dec 22, 2025 | $1,119.49 | $1,076.91 |
| Dec 23, 2025 | $1,117.63 | $1,079.47 |
| Dec 24, 2025 | $1,134.52 | $1,085.64 |
| Dec 26, 2025 | $1,140.41 | $1,085.53 |
| Dec 29, 2025 | $1,130.15 | $1,081.66 |
| Dec 30, 2025 | $1,131.42 | $1,080.34 |
| Dec 31, 2025 | $1,132.81 | $1,072.34 |
| Jan 2, 2026 | $1,159.23 | $1,074.30 |
| Jan 5, 2026 | $1,158.91 | $1,081.46 |
| Jan 6, 2026 | $1,170.43 | $1,083.76 |
| Jan 7, 2026 | $1,173.06 | $1,089.77 |
| Jan 8, 2026 | $1,184.83 | $1,083.36 |
| Jan 9, 2026 | $1,171.59 | $1,087.36 |
| Jan 12, 2026 | $1,180.18 | $1,093.16 |
| Jan 13, 2026 | $1,192.86 | $1,092.77 |
| Jan 14, 2026 | $1,179.80 | $1,080.13 |
| Jan 15, 2026 | $1,205.16 | $1,088.56 |
| Jan 16, 2026 | $1,212.62 | $1,087.65 |
| Jan 20, 2026 | $1,167.07 | $1,065.51 |
| Jan 21, 2026 | $1,173.15 | $1,069.34 |
| Jan 22, 2026 | $1,187.85 | $1,083.52 |
| Jan 23, 2026 | $1,190.77 | $1,084.42 |
| Jan 26, 2026 | $1,184.57 | $1,089.34 |
| Jan 27, 2026 | $1,196.74 | $1,094.15 |
| Jan 28, 2026 | $1,214.59 | $1,094.00 |
| Jan 29, 2026 | $1,198.08 | $1,086.72 |
| Jan 30, 2026 | $1,186.08 | $1,088.14 |
| Feb 2, 2026 | $1,180.70 | $1,093.55 |
| Feb 3, 2026 | $1,177.23 | $1,084.30 |
| Feb 4, 2026 | $1,158.77 | $1,073.59 |
| Feb 5, 2026 | $1,093.17 | $1,064.18 |
| Feb 6, 2026 | $1,128.21 | $1,081.18 |
| Feb 9, 2026 | $1,168.25 | $1,091.25 |
| Feb 10, 2026 | $1,178.64 | $1,088.38 |
| Feb 11, 2026 | $1,188.31 | $1,086.50 |
| Feb 12, 2026 | $1,199.58 | $1,078.06 |
| Feb 13, 2026 | $1,168.26 | $1,076.96 |
| Feb 17, 2026 | $1,170.70 | $1,073.80 |
| Feb 18, 2026 | $1,178.28 | $1,079.21 |
| Feb 19, 2026 | $1,176.02 | $1,076.36 |
| Feb 20, 2026 | $1,172.85 | $1,083.63 |
| Feb 23, 2026 | $1,190.70 | $1,073.08 |
| Feb 24, 2026 | $1,217.34 | $1,081.15 |
| Feb 25, 2026 | $1,234.86 | $1,090.04 |
| Feb 26, 2026 | $1,195.85 | $1,083.94 |
| Feb 27, 2026 | $1,177.52 | $1,078.74 |
| Mar 2, 2026 | $1,188.36 | $1,079.35 |
| Mar 3, 2026 | $1,165.15 | $1,069.84 |
| Mar 4, 2026 | $1,174.34 | $1,077.38 |
| Mar 5, 2026 | $1,159.09 | $1,071.38 |
| Mar 6, 2026 | $1,115.46 | $1,057.33 |
| Mar 9, 2026 | $1,149.73 | $1,066.60 |
| Mar 10, 2026 | $1,145.63 | $1,064.88 |
| Mar 11, 2026 | $1,163.31 | $1,063.55 |
| Mar 12, 2026 | $1,145.65 | $1,047.40 |
| Mar 13, 2026 | $1,142.98 | $1,041.47 |
| Mar 16, 2026 | $1,146.95 | $1,052.07 |
| Mar 17, 2026 | $1,149.07 | $1,054.83 |
| Mar 18, 2026 | $1,142.47 | $1,040.12 |
| Mar 19, 2026 | $1,114.48 | $1,037.55 |
| Mar 20, 2026 | $1,117.84 | $1,019.89 |
| Mar 23, 2026 | $1,113.46 | $1,030.60 |
| Mar 24, 2026 | $1,106.17 | $1,027.14 |
| Mar 25, 2026 | $1,126.07 | $1,032.87 |
| Mar 26, 2026 | $1,101.07 | $1,014.42 |
| Mar 27, 2026 | $1,056.60 | $997.12 |
| Mar 30, 2026 | $1,029.86 | $993.79 |
| Mar 31, 2026 | $1,054.34 | $1,022.68 |
| Apr 1, 2026 | $1,103.68 | $1,030.38 |
| Apr 2, 2026 | $1,086.60 | $1,029.08 |
| Apr 6, 2026 | $1,120.07 | $1,036.18 |
| Apr 7, 2026 | $1,121.29 | $1,036.64 |
| Apr 8, 2026 | $1,197.42 | $1,061.90 |
| Apr 9, 2026 | $1,205.41 | $1,069.18 |
| Apr 10, 2026 | $1,218.40 | $1,068.47 |
| Apr 13, 2026 | $1,234.39 | $1,078.91 |
| Apr 14, 2026 | $1,241.34 | $1,092.06 |
| Apr 15, 2026 | $1,265.56 | $1,100.67 |
| Apr 16, 2026 | $1,284.12 | $1,102.38 |
| Apr 17, 2026 | $1,286.67 | $1,119.91 |
| Apr 20, 2026 | $1,289.73 | $1,114.48 |
| Apr 21, 2026 | $1,281.39 | $1,115.54 |
| Apr 22, 2026 | $1,303.21 | $1,114.21 |
| Apr 23, 2026 | $1,312.76 | $1,115.68 |
| Apr 24, 2026 | $1,339.52 | $1,120.93 |
| Apr 27, 2026 | $1,375.18 | $1,124.62 |
| Apr 28, 2026 | $1,324.12 | $1,118.66 |
| Apr 29, 2026 | $1,327.25 | $1,116.45 |
| Apr 30, 2026 | $1,370.68 | $1,119.44 |
| May 1, 2026 | $1,408.50 | $1,134.07 |
| May 4, 2026 | $1,402.41 | $1,129.09 |
| May 5, 2026 | $1,416.21 | $1,137.19 |
| May 6, 2026 | $1,467.21 | $1,150.40 |
| May 7, 2026 | $1,518.31 | $1,154.87 |
| May 8, 2026 | $1,531.71 | $1,158.31 |
| May 11, 2026 | $1,552.07 | $1,162.57 |
| May 12, 2026 | $1,563.30 | $1,156.91 |
| May 13, 2026 | $1,631.89 | $1,160.41 |
| May 14, 2026 | $1,704.69 | $1,176.56 |
| May 15, 2026 | $1,672.60 | $1,166.09 |
| May 18, 2026 | $1,614.27 | $1,161.55 |
| May 19, 2026 | $1,599.21 | $1,151.54 |
| May 20, 2026 | $1,601.13 | $1,160.56 |
| May 21, 2026 | $1,689.93 | $1,161.30 |
| May 22, 2026 | $1,692.95 | $1,175.01 |
| May 26, 2026 | $1,709.04 | $1,180.32 |
| May 27, 2026 | $1,638.49 | $1,179.72 |
| May 28, 2026 | $1,660.29 | $1,186.01 |
| May 29, 2026 | $1,624.12 | $1,191.82 |
| Jun 1, 2026 | $1,609.51 | $1,192.82 |
| Jun 2, 2026 | $1,664.45 | $1,191.13 |
| Jun 3, 2026 | $1,648.27 | $1,193.01 |
| Jun 4, 2026 | $1,681.94 | $1,182.23 |
| Jun 5, 2026 | $1,583.89 | $1,183.49 |
| Jun 8, 2026 | $1,575.85 | $1,162.44 |
| Jun 9, 2026 | $1,525.58 | $1,160.08 |
| Jun 10, 2026 | $1,474.19 | $1,152.73 |
| Jun 11, 2026 | $1,490.97 | $1,141.03 |
| Jun 12, 2026 | $1,481.40 | $1,160.98 |
| Jun 15, 2026 | $1,563.46 | $1,186.99 |
| Jun 16, 2026 | $1,511.82 | $1,179.91 |
| Jun 17, 2026 | $1,528.19 | $1,165.18 |
| Jun 18, 2026 | $1,625.80 | $1,174.27 |
| Jun 22, 2026 | $1,579.06 | $1,170.57 |
| Jun 23, 2026 | $1,504.00 | $1,153.57 |
| Jun 24, 2026 | $1,480.70 | $1,153.04 |
| Jun 25, 2026 | $1,483.14 | $1,152.00 |
| Jun 26, 2026 | $1,462.52 | $1,146.35 |
| Jun 29, 2026 | $1,489.10 | $1,165.24 |
| Jun 30, 2026 | $1,552.87 | $1,174.31 |
| Jul 1, 2026 | $1,496.06 | $1,172.73 |
| Jul 2, 2026 | $1,449.12 | $1,171.19 |
| Jul 6, 2026 | $1,467.79 | $1,181.41 |
| Jul 7, 2026 | $1,429.07 | $1,175.79 |
| Jul 8, 2026 | $1,439.75 | $1,172.16 |
| Jul 9, 2026 | $1,446.47 | $1,182.08 |
| Jul 10, 2026 | $1,444.15 | $1,187.18 |
| Jul 13, 2026 | $1,404.72 | $1,178.09 |
| Jul 14, 2026 | $1,430.13 | $1,182.27 |
| Jul 15, 2026 | $1,450.13 | $1,186.57 |
| Jul 16, 2026 | $1,394.94 | $1,180.53 |
| Jul 17, 2026 | $1,358.92 | $1,168.84 |
| Jul 20, 2026 | $1,365.63 | $1,166.95 |
| Jul 21, 2026 | $1,403.30 | $1,176.69 |
| Jul 22, 2026 | $1,387.20 | $1,175.64 |
| Jul 23, 2026 | $1,333.40 | $1,160.81 |
| Jul 24, 2026 | $1,300.79 | $1,161.99 |
| Jul 27, 2026 | $1,284.95 | $1,162.24 |
| Jul 28, 2026 | $1,270.68 | $1,165.02 |
| Jul 29, 2026 | $1,233.12 | $1,147.09 |
| Jul 30, 2026 | $1,309.35 | $1,166.37 |
| Jul 31, 2026 | $1,339.05 | $1,174.72 |
| Aug 3, 2026 | $1,376.81 | $1,191.45 |
| Aug 4, 2026 | $1,422.12 | $1,212.94 |
| Aug 5, 2026 | $1,403.53 | $1,210.51 |
| Aug 6, 2026 | $1,423.28 | $1,208.58 |
| Aug 7, 2026 | $1,468.42 | $1,215.97 |
| Aug 10, 2026 | $1,446.29 | $1,215.92 |
PortfolioS&P 500
- Time-weighted return
- +44.63%
- Modified Dietz return
- +44.63%
- Normalized wealth
- 1,446.29
- 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 |