
AGI
- Tech
- Semis
- Cloud
- Software
- Hardware
get rich when we get the big guy
Performance
Growth of $1,000 · 5 years
$2,418.73+$1,418.73 (+141.87%)
S&P 500: 1,277.64
| Date | Portfolio | S&P 500 |
|---|---|---|
| Feb 20, 2025 | $1,000.00 | Not available |
| Oct 5, 2025 | $1,482.52 | $1,115.46 |
| Oct 12, 2025 | $1,499.92 | $1,088.48 |
| Oct 19, 2025 | $1,535.86 | $1,107.43 |
| Oct 26, 2025 | $1,545.43 | $1,128.86 |
| Nov 2, 2025 | $1,578.98 | $1,136.88 |
| Nov 9, 2025 | $1,448.15 | $1,118.40 |
| Nov 16, 2025 | $1,448.81 | $1,120.00 |
| Nov 23, 2025 | $1,417.24 | $1,098.49 |
| Nov 30, 2025 | $1,493.39 | $1,139.10 |
| Dec 7, 2025 | $1,525.87 | $1,142.93 |
| Dec 14, 2025 | $1,460.78 | $1,136.38 |
| Dec 21, 2025 | $1,468.40 | $1,134.43 |
| Dec 28, 2025 | $1,509.07 | $1,150.63 |
| Jan 4, 2026 | $1,533.97 | $1,138.73 |
| Jan 11, 2026 | $1,551.90 | $1,156.90 |
| Jan 18, 2026 | $1,589.96 | $1,152.88 |
| Jan 25, 2026 | $1,567.88 | $1,148.83 |
| Feb 1, 2026 | $1,551.68 | $1,153.40 |
| Feb 8, 2026 | $1,536.86 | $1,151.15 |
| Feb 15, 2026 | $1,538.63 | $1,136.36 |
| Feb 22, 2026 | $1,546.27 | $1,137.15 |
| Mar 1, 2026 | $1,591.05 | $1,145.38 |
| Mar 8, 2026 | $1,549.22 | $1,140.38 |
| Mar 15, 2026 | $1,462.11 | $1,130.78 |
| Mar 22, 2026 | $1,511.01 | $1,115.62 |
| Mar 29, 2026 | $1,471.16 | $1,096.84 |
| Apr 5, 2026 | $1,399.99 | $1,053.39 |
| Apr 12, 2026 | $1,473.58 | $1,098.33 |
| Apr 19, 2026 | $1,607.84 | $1,133.54 |
| Apr 26, 2026 | $1,699.82 | $1,173.58 |
| May 3, 2026 | $1,830.04 | $1,192.07 |
| May 10, 2026 | $1,866.39 | $1,201.49 |
| May 17, 2026 | $2,033.91 | $1,232.29 |
| May 24, 2026 | $2,210.03 | $1,235.54 |
| May 31, 2026 | $2,145.07 | $1,251.11 |
| Jun 7, 2026 | $2,134.69 | $1,259.89 |
| Jun 14, 2026 | $2,105.97 | $1,241.73 |
| Jun 21, 2026 | $2,151.73 | $1,244.69 |
| Jun 28, 2026 | $1,934.82 | $1,215.10 |
| Jul 5, 2026 | $1,917.87 | $1,241.42 |
| Jul 12, 2026 | $1,911.33 | $1,258.38 |
| Jul 19, 2026 | $1,798.64 | $1,238.94 |
| Jul 26, 2026 | $1,720.99 | $1,231.67 |
| Aug 2, 2026 | $1,771.76 | $1,245.17 |
| Aug 9, 2026 | $1,943.14 | $1,288.90 |
| Aug 16, 2026 | $1,940.92 | $1,294.03 |
| Aug 23, 2026 | $1,909.51 | $1,276.33 |
| Aug 30, 2026 | $1,923.13 | $1,282.38 |
| Sep 6, 2026 | $1,973.63 | $1,283.78 |
| Sep 13, 2026 | $2,379.33 | $1,273.94 |
| Sep 20, 2026 | $2,397.41 | $1,269.61 |
| Sep 24, 2026 | $2,418.73 | $1,277.64 |
PortfolioS&P 500
- Time-weighted return
- +141.87%
- Modified Dietz return
- +141.87%
- Normalized wealth
- 2,418.73
- 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 |





