AGI
- Tech
- Semis
- Cloud
- Software
- Hardware
get rich when we get the big guy
Performance
Growth of $1,000 · 3 months
$1,232.42+$232.42 (+23.24%)
S&P 500: 1,046.31
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jun 25, 2026 | $1,000.00 | Not available |
| Jun 25, 2026 | $1,000.00 | $1,000.00 |
| Jun 26, 2026 | $986.10 | $995.10 |
| Jun 29, 2026 | $1,004.02 | $1,011.49 |
| Jun 30, 2026 | $1,047.01 | $1,019.37 |
| Jul 1, 2026 | $1,008.71 | $1,017.99 |
| Jul 2, 2026 | $977.06 | $1,016.65 |
| Jul 6, 2026 | $989.65 | $1,025.52 |
| Jul 7, 2026 | $963.54 | $1,020.65 |
| Jul 8, 2026 | $970.74 | $1,017.50 |
| Jul 9, 2026 | $975.27 | $1,026.11 |
| Jul 10, 2026 | $973.71 | $1,030.53 |
| Jul 13, 2026 | $947.12 | $1,022.64 |
| Jul 14, 2026 | $964.26 | $1,026.27 |
| Jul 15, 2026 | $977.74 | $1,030.01 |
| Jul 16, 2026 | $940.53 | $1,024.76 |
| Jul 17, 2026 | $916.24 | $1,014.62 |
| Jul 20, 2026 | $920.77 | $1,012.98 |
| Jul 21, 2026 | $946.17 | $1,021.43 |
| Jul 22, 2026 | $935.31 | $1,020.51 |
| Jul 23, 2026 | $899.03 | $1,007.64 |
| Jul 24, 2026 | $877.05 | $1,008.67 |
| Jul 27, 2026 | $866.37 | $1,008.88 |
| Jul 28, 2026 | $856.75 | $1,011.30 |
| Jul 29, 2026 | $831.42 | $995.74 |
| Jul 30, 2026 | $882.82 | $1,012.47 |
| Jul 31, 2026 | $902.85 | $1,019.72 |
| Aug 3, 2026 | $928.31 | $1,034.25 |
| Aug 4, 2026 | $958.85 | $1,052.89 |
| Aug 5, 2026 | $946.32 | $1,050.79 |
| Aug 6, 2026 | $959.64 | $1,049.11 |
| Aug 7, 2026 | $990.07 | $1,055.53 |
| Aug 10, 2026 | $968.42 | $1,055.21 |
| Aug 11, 2026 | $968.96 | $1,051.84 |
| Aug 12, 2026 | $985.37 | $1,054.48 |
| Aug 13, 2026 | $990.63 | $1,061.83 |
| Aug 14, 2026 | $988.98 | $1,059.73 |
| Aug 17, 2026 | $1,002.96 | $1,054.72 |
| Aug 18, 2026 | $969.14 | $1,047.60 |
| Aug 19, 2026 | $954.01 | $1,049.79 |
| Aug 20, 2026 | $940.20 | $1,040.60 |
| Aug 21, 2026 | $972.80 | $1,045.23 |
| Aug 24, 2026 | $958.28 | $1,042.16 |
| Aug 25, 2026 | $970.08 | $1,045.49 |
| Aug 26, 2026 | $971.86 | $1,045.73 |
| Aug 27, 2026 | $998.92 | $1,052.58 |
| Aug 28, 2026 | $979.79 | $1,050.19 |
| Aug 31, 2026 | $984.41 | $1,047.05 |
| Sep 1, 2026 | $970.15 | $1,039.86 |
| Sep 2, 2026 | $981.49 | $1,044.47 |
| Sep 3, 2026 | $991.79 | $1,055.40 |
| Sep 4, 2026 | $1,005.22 | $1,051.34 |
| Sep 8, 2026 | $1,010.28 | $1,045.56 |
| Sep 9, 2026 | $992.85 | $1,040.70 |
| Sep 10, 2026 | $973.41 | $1,034.55 |
| Sep 11, 2026 | $1,212.35 | $1,043.38 |
| Sep 14, 2026 | $1,189.75 | $1,038.63 |
| Sep 15, 2026 | $1,186.09 | $1,033.86 |
| Sep 16, 2026 | $1,187.22 | $1,029.30 |
| Sep 17, 2026 | $1,204.89 | $1,040.98 |
| Sep 18, 2026 | $1,220.86 | $1,039.73 |
| Sep 21, 2026 | $1,248.04 | $1,055.85 |
| Sep 22, 2026 | $1,253.35 | $1,055.81 |
| Sep 23, 2026 | $1,236.08 | $1,048.09 |
| Sep 24, 2026 | $1,232.42 | $1,046.31 |
PortfolioS&P 500
- Time-weighted return
- +23.24%
- Modified Dietz return
- +23.24%
- Normalized wealth
- 1,232.42
- 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 |