Becky

becky@mithoriumPublic
  • Ecommerce
  • Discretionaries
  • Retail
  • Cosmetics
  • Apparel

women spend all the money in the economy

Cosmetics
#1 / 1
Apparel
#1 / 1
Retail stores
#4 / 7
Ecommerce
#6 / 7
Consumer discretionary goods
#7 / 12

Performance

Growth of $1,000 · 3 months

$1,053.10+$53.10 (+5.31%)

S&P 500: 1,046.27

Portfolio performance over 3 months
DatePortfolioS&P 500
Jun 25, 2026$1,000.00Not available
Jun 25, 2026$1,000.00$1,000.00
Jun 26, 2026$1,042.60$995.10
Jun 29, 2026$1,025.79$1,011.49
Jun 30, 2026$1,010.06$1,019.37
Jul 1, 2026$983.29$1,017.99
Jul 2, 2026$989.55$1,016.65
Jul 6, 2026$992.83$1,025.52
Jul 7, 2026$992.58$1,020.65
Jul 8, 2026$980.17$1,017.50
Jul 9, 2026$982.06$1,026.11
Jul 10, 2026$998.27$1,030.53
Jul 13, 2026$1,007.73$1,022.64
Jul 14, 2026$1,021.84$1,026.27
Jul 15, 2026$1,039.81$1,030.01
Jul 16, 2026$1,037.43$1,024.76
Jul 17, 2026$1,027.87$1,014.62
Jul 20, 2026$1,063.72$1,012.98
Jul 21, 2026$1,059.89$1,021.43
Jul 22, 2026$1,056.42$1,020.51
Jul 23, 2026$1,024.65$1,007.64
Jul 24, 2026$1,036.68$1,008.67
Jul 27, 2026$1,055.15$1,008.88
Jul 28, 2026$1,087.91$1,011.30
Jul 29, 2026$1,087.31$995.74
Jul 30, 2026$1,083.52$1,012.47
Jul 31, 2026$1,076.16$1,019.72
Aug 3, 2026$1,083.22$1,034.25
Aug 4, 2026$1,089.62$1,052.89
Aug 5, 2026$1,092.24$1,050.79
Aug 6, 2026$1,116.16$1,049.11
Aug 7, 2026$1,149.11$1,055.53
Aug 10, 2026$1,152.58$1,055.21
Aug 11, 2026$1,114.99$1,051.84
Aug 12, 2026$1,101.64$1,054.48
Aug 13, 2026$1,090.34$1,061.83
Aug 14, 2026$1,077.80$1,059.73
Aug 17, 2026$1,040.70$1,054.72
Aug 18, 2026$1,049.90$1,047.60
Aug 19, 2026$1,082.65$1,049.79
Aug 20, 2026$1,065.92$1,040.60
Aug 21, 2026$1,063.07$1,045.23
Aug 24, 2026$1,083.79$1,042.16
Aug 25, 2026$1,083.63$1,045.49
Aug 26, 2026$1,104.10$1,045.73
Aug 27, 2026$1,094.61$1,052.58
Aug 28, 2026$1,085.39$1,050.19
Aug 31, 2026$1,071.98$1,047.05
Sep 1, 2026$1,064.52$1,039.86
Sep 2, 2026$1,073.23$1,044.47
Sep 3, 2026$1,009.53$1,055.40
Sep 4, 2026$1,006.25$1,051.34
Sep 8, 2026$1,018.18$1,045.56
Sep 9, 2026$997.50$1,040.70
Sep 10, 2026$984.98$1,034.55
Sep 11, 2026$1,004.97$1,043.38
Sep 14, 2026$1,001.96$1,038.63
Sep 15, 2026$987.83$1,033.86
Sep 16, 2026$990.73$1,029.30
Sep 17, 2026$1,016.57$1,040.98
Sep 18, 2026$1,016.91$1,039.73
Sep 21, 2026$1,045.67$1,055.85
Sep 22, 2026$1,055.76$1,055.81
Sep 23, 2026$1,049.19$1,048.09
Sep 24, 2026$1,053.10$1,046.27
PortfolioS&P 500
Time-weighted return
+5.31%
Modified Dietz return
+5.31%
Normalized wealth
1,053.1
Holdings
8

Holdings

InstrumentWeightQuantityValueUnrealized P&L
VSXYVictorias Secret & Co.+50.91%1,750$146,230.00$113,312.50
AAPLApple Inc.+11.70%100$33,594.00$12,145.00
ULTAUlta Beauty, Inc. Common Stock+9.56%50$27,469.50$8,009.50
VVISA Inc.+9.22%72.03$26,487.80$1,925.32
MAMastercard Incorporated+8.67%44.14$24,888.13$1,037.32
LULUlululemon athletica inc.+5.31%150$15,237.00-$17,581.50
SGOViShares 0-3 Month Treasury Bond ETF+3.50%100$10,063.00$35.00
SNAPSnap Inc.+1.13%600$3,246.00-$1,446.00

Version history

6 merged · 0 open
  1. Merged#218 start position in snap@mithorium · Created Dec 22, 2025, 5:05 PMVerification: Unverified
  2. Merged#217 Update@mithorium · Created Dec 19, 2025, 3:02 PMtaking some profit on vsco add to lulu, looking better here raise cash, nothing looking particularly cheap hereVerification: Unverified
  3. Merged#197 lock etsy profit@mithorium · Created Oct 7, 2025, 2:01 PMVerification: Unverified
  4. Merged#189 add etsy@mithorium · Created Sep 4, 2025, 3:42 PMVerification: Unverified
  5. Merged#183 rebalance@mithorium · Created Aug 28, 2025, 1:39 PMVerification: Unverified
  6. Merged#137 Initial change@mithorium · Created Apr 29, 2025, 7:19 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified