AGI

agi@jeffPublic
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  • Cloud
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get rich when we get the big guy

Cloud
#3 / 11
Semiconductors
#4 / 8
Hardware
#4 / 12
Software
#5 / 17
Technology
#6 / 24
Rankings
#7

Performance

Growth of $1,000 · 6 months

$1,660.07+$660.07 (+66.01%)

S&P 500: 1,188.22

Portfolio performance over 6 months
DatePortfolioS&P 500
Mar 26, 2026$1,000.00Not available
Mar 26, 2026$1,000.00$1,000.00
Mar 27, 2026$959.61$982.95
Mar 30, 2026$935.32$979.66
Mar 31, 2026$957.56$1,008.14
Apr 1, 2026$1,002.37$1,015.73
Apr 2, 2026$986.86$1,014.45
Apr 6, 2026$1,017.25$1,021.45
Apr 7, 2026$1,018.36$1,021.90
Apr 8, 2026$1,087.50$1,046.80
Apr 9, 2026$1,094.76$1,053.98
Apr 10, 2026$1,106.56$1,053.28
Apr 13, 2026$1,121.08$1,063.57
Apr 14, 2026$1,127.39$1,076.53
Apr 15, 2026$1,149.39$1,085.03
Apr 16, 2026$1,166.25$1,086.71
Apr 17, 2026$1,168.56$1,103.99
Apr 20, 2026$1,171.34$1,098.64
Apr 21, 2026$1,163.76$1,099.69
Apr 22, 2026$1,183.58$1,098.37
Apr 23, 2026$1,192.26$1,099.82
Apr 24, 2026$1,216.57$1,105.00
Apr 27, 2026$1,248.95$1,108.64
Apr 28, 2026$1,202.57$1,102.76
Apr 29, 2026$1,205.42$1,100.58
Apr 30, 2026$1,244.86$1,103.53
May 1, 2026$1,279.21$1,117.95
May 4, 2026$1,273.68$1,113.04
May 5, 2026$1,286.22$1,121.02
May 6, 2026$1,332.54$1,134.04
May 7, 2026$1,378.94$1,138.46
May 8, 2026$1,391.11$1,141.84
May 11, 2026$1,409.60$1,146.04
May 12, 2026$1,419.80$1,140.46
May 13, 2026$1,482.10$1,143.92
May 14, 2026$1,548.21$1,159.83
May 15, 2026$1,519.07$1,149.52
May 18, 2026$1,466.09$1,145.03
May 19, 2026$1,452.42$1,135.17
May 20, 2026$1,454.15$1,144.06
May 21, 2026$1,534.80$1,144.79
May 22, 2026$1,537.55$1,158.31
May 26, 2026$1,552.16$1,163.54
May 27, 2026$1,488.09$1,162.95
May 28, 2026$1,507.89$1,169.15
May 29, 2026$1,475.04$1,174.88
Jun 1, 2026$1,461.77$1,175.87
Jun 2, 2026$1,511.67$1,174.20
Jun 3, 2026$1,496.97$1,176.05
Jun 4, 2026$1,527.55$1,165.42
Jun 5, 2026$1,438.50$1,166.67
Jun 8, 2026$1,431.19$1,145.92
Jun 9, 2026$1,385.55$1,143.58
Jun 10, 2026$1,338.87$1,136.34
Jun 11, 2026$1,354.11$1,124.81
Jun 12, 2026$1,345.42$1,144.48
Jun 15, 2026$1,419.95$1,170.12
Jun 16, 2026$1,373.05$1,163.14
Jun 17, 2026$1,387.92$1,148.61
Jun 18, 2026$1,476.56$1,157.57
Jun 22, 2026$1,434.11$1,153.93
Jun 23, 2026$1,365.94$1,137.17
Jun 24, 2026$1,344.78$1,136.65
Jun 25, 2026$1,347.00$1,135.63
Jun 26, 2026$1,328.27$1,130.06
Jun 29, 2026$1,352.41$1,148.68
Jun 30, 2026$1,410.32$1,157.62
Jul 1, 2026$1,358.74$1,156.06
Jul 2, 2026$1,316.10$1,154.54
Jul 6, 2026$1,333.06$1,164.61
Jul 7, 2026$1,297.90$1,159.08
Jul 8, 2026$1,307.59$1,155.50
Jul 9, 2026$1,313.70$1,165.28
Jul 10, 2026$1,311.58$1,170.30
Jul 13, 2026$1,275.77$1,161.34
Jul 14, 2026$1,298.86$1,165.47
Jul 15, 2026$1,317.02$1,169.70
Jul 16, 2026$1,266.89$1,163.74
Jul 17, 2026$1,234.18$1,152.23
Jul 20, 2026$1,240.27$1,150.37
Jul 21, 2026$1,274.49$1,159.96
Jul 22, 2026$1,259.87$1,158.92
Jul 23, 2026$1,211.00$1,144.31
Jul 24, 2026$1,181.39$1,145.47
Jul 27, 2026$1,167.00$1,145.72
Jul 28, 2026$1,154.05$1,148.46
Jul 29, 2026$1,119.92$1,130.79
Jul 30, 2026$1,189.16$1,149.79
Jul 31, 2026$1,216.14$1,158.02
Aug 3, 2026$1,250.43$1,174.52
Aug 4, 2026$1,291.58$1,195.69
Aug 5, 2026$1,274.70$1,193.31
Aug 6, 2026$1,292.63$1,191.40
Aug 7, 2026$1,333.63$1,198.69
Aug 10, 2026$1,304.47$1,198.33
Aug 11, 2026$1,305.19$1,194.50
Aug 12, 2026$1,327.30$1,197.49
Aug 13, 2026$1,334.38$1,205.85
Aug 14, 2026$1,332.16$1,203.46
Aug 17, 2026$1,350.99$1,197.77
Aug 18, 2026$1,305.44$1,189.68
Aug 19, 2026$1,285.05$1,192.17
Aug 20, 2026$1,266.45$1,181.74
Aug 21, 2026$1,310.36$1,187.00
Aug 24, 2026$1,290.80$1,183.51
Aug 25, 2026$1,306.69$1,187.29
Aug 26, 2026$1,309.10$1,187.56
Aug 27, 2026$1,345.55$1,195.34
Aug 28, 2026$1,319.78$1,192.62
Aug 31, 2026$1,326.00$1,189.06
Sep 1, 2026$1,306.80$1,180.89
Sep 2, 2026$1,322.07$1,186.13
Sep 3, 2026$1,335.94$1,198.55
Sep 4, 2026$1,354.03$1,193.93
Sep 8, 2026$1,360.84$1,187.37
Sep 9, 2026$1,337.37$1,181.85
Sep 10, 2026$1,311.19$1,174.86
Sep 11, 2026$1,633.03$1,184.89
Sep 14, 2026$1,602.59$1,179.49
Sep 15, 2026$1,597.67$1,174.08
Sep 16, 2026$1,599.19$1,168.91
Sep 17, 2026$1,622.99$1,182.16
Sep 18, 2026$1,644.50$1,180.75
Sep 21, 2026$1,681.12$1,199.06
Sep 22, 2026$1,688.27$1,199.01
Sep 23, 2026$1,665.01$1,190.24
Sep 24, 2026$1,660.07$1,188.22
PortfolioS&P 500
Time-weighted return
+66.01%
Modified Dietz return
+66.01%
Normalized wealth
1,660.07
Holdings
6

Holdings

InstrumentWeightQuantityValueUnrealized 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

Version history

1 merged · 0 open
  1. Merged#30 Initial change@jeff · Created Feb 20, 2025, 6:09 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified