AGI
- Tech
- Semis
- Cloud
- Software
- Hardware
get rich when we get the big guy
Performance
Growth of $1,000 · 3 months
$931.85-$68.15 (-6.82%)
S&P 500: 1,045.89
| Date | Portfolio | S&P 500 |
|---|---|---|
| May 11, 2026 | $1,000.00 | Not available |
| May 11, 2026 | $1,000.00 | $1,000.00 |
| May 12, 2026 | $1,007.23 | $995.13 |
| May 13, 2026 | $1,051.43 | $998.15 |
| May 14, 2026 | $1,098.33 | $1,012.03 |
| May 15, 2026 | $1,077.66 | $1,003.03 |
| May 18, 2026 | $1,040.07 | $999.12 |
| May 19, 2026 | $1,030.37 | $990.51 |
| May 20, 2026 | $1,031.61 | $998.27 |
| May 21, 2026 | $1,088.82 | $998.91 |
| May 22, 2026 | $1,090.77 | $1,010.70 |
| May 26, 2026 | $1,101.13 | $1,015.27 |
| May 27, 2026 | $1,055.68 | $1,014.76 |
| May 28, 2026 | $1,069.73 | $1,020.17 |
| May 29, 2026 | $1,046.42 | $1,025.16 |
| Jun 1, 2026 | $1,037.01 | $1,026.02 |
| Jun 2, 2026 | $1,072.41 | $1,024.57 |
| Jun 3, 2026 | $1,061.98 | $1,026.19 |
| Jun 4, 2026 | $1,083.67 | $1,016.91 |
| Jun 5, 2026 | $1,020.50 | $1,018.00 |
| Jun 8, 2026 | $1,015.32 | $999.89 |
| Jun 9, 2026 | $982.93 | $997.86 |
| Jun 10, 2026 | $949.82 | $991.54 |
| Jun 11, 2026 | $960.63 | $981.47 |
| Jun 12, 2026 | $954.47 | $998.64 |
| Jun 15, 2026 | $1,007.34 | $1,021.01 |
| Jun 16, 2026 | $974.07 | $1,014.92 |
| Jun 17, 2026 | $984.62 | $1,002.25 |
| Jun 18, 2026 | $1,047.50 | $1,010.06 |
| Jun 22, 2026 | $1,017.39 | $1,006.88 |
| Jun 23, 2026 | $969.02 | $992.26 |
| Jun 24, 2026 | $954.02 | $991.80 |
| Jun 25, 2026 | $955.59 | $990.91 |
| Jun 26, 2026 | $942.30 | $986.05 |
| Jun 29, 2026 | $959.43 | $1,002.30 |
| Jun 30, 2026 | $1,000.51 | $1,010.10 |
| Jul 1, 2026 | $963.91 | $1,008.74 |
| Jul 2, 2026 | $933.67 | $1,007.41 |
| Jul 6, 2026 | $945.70 | $1,016.20 |
| Jul 7, 2026 | $920.75 | $1,011.38 |
| Jul 8, 2026 | $927.63 | $1,008.25 |
| Jul 9, 2026 | $931.96 | $1,016.79 |
| Jul 10, 2026 | $930.46 | $1,021.17 |
| Jul 13, 2026 | $905.06 | $1,013.35 |
| Jul 14, 2026 | $921.43 | $1,016.95 |
| Jul 15, 2026 | $934.32 | $1,020.65 |
| Jul 16, 2026 | $898.76 | $1,015.45 |
| Jul 17, 2026 | $875.55 | $1,005.40 |
| Jul 20, 2026 | $879.88 | $1,003.77 |
| Jul 21, 2026 | $904.15 | $1,012.15 |
| Jul 22, 2026 | $893.78 | $1,011.24 |
| Jul 23, 2026 | $859.11 | $998.49 |
| Jul 24, 2026 | $838.10 | $999.50 |
| Jul 27, 2026 | $827.89 | $999.72 |
| Jul 28, 2026 | $818.70 | $1,002.11 |
| Jul 29, 2026 | $794.50 | $986.69 |
| Jul 30, 2026 | $843.61 | $1,003.27 |
| Jul 31, 2026 | $862.75 | $1,010.46 |
| Aug 3, 2026 | $887.08 | $1,024.85 |
| Aug 4, 2026 | $916.27 | $1,043.32 |
| Aug 5, 2026 | $904.30 | $1,041.24 |
| Aug 6, 2026 | $917.02 | $1,039.58 |
| Aug 7, 2026 | $946.10 | $1,045.94 |
| Aug 10, 2026 | $931.85 | $1,045.89 |
PortfolioS&P 500
- Time-weighted return
- -6.82%
- Modified Dietz return
- -6.82%
- Normalized wealth
- 931.85
- 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 |