
AGI
- Tech
- Semis
- Cloud
- Software
- Hardware
get rich when we get the big guy
Performance
Growth of $1,000 · 1 year
$1,696.90+$696.90 (+69.69%)
S&P 500: 1,160.07
| Date | Portfolio | S&P 500 |
|---|---|---|
| Sep 24, 2025 | $1,000.00 | Not 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
| Instrument | Weight | Quantity | Value | Unrealized 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 |





