
AGI
- Tech
- Semis
- Cloud
- Software
- Hardware
get rich when we get the big guy
Performance
Growth of $1,000 · 6 months
$1,660.07+$660.07 (+66.01%)
S&P 500: 1,188.22
| Date | Portfolio | S&P 500 |
|---|---|---|
| Mar 26, 2026 | $1,000.00 | Not 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
| 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 |





