AGI
- Tech
- Semis
- Cloud
- Software
- Hardware
get rich when we get the big guy
Performance
Growth of $1,000 · 5 years
$1,913.83+$913.83 (+91.38%)
S&P 500: 1,288.84
| 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 10, 2026 | $1,913.83 | $1,288.84 |
PortfolioS&P 500
- Time-weighted return
- +91.38%
- Modified Dietz return
- +91.38%
- Normalized wealth
- 1,913.83
- 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 |