Car
- Discretionaries
- Finance
- Autos
- Transport
- Industrial
Performance
Growth of $1,000 · 5 years
$1,430.74+$430.74 (+43.07%)
S&P 500: 1,530.29
| Date | Portfolio | S&P 500 |
|---|---|---|
| Mar 31, 2025 | $1,000.00 | Not available |
| Apr 6, 2025 | $933.52 | $1,000.00 |
| Apr 13, 2025 | $963.83 | $1,056.72 |
| Apr 20, 2025 | $1,000.16 | $1,041.82 |
| Apr 27, 2025 | $1,050.92 | $1,089.77 |
| May 4, 2025 | $1,057.35 | $1,121.68 |
| May 11, 2025 | $1,064.26 | $1,116.89 |
| May 18, 2025 | $1,074.59 | $1,175.98 |
| May 25, 2025 | $1,056.24 | $1,146.12 |
| Jun 1, 2025 | $1,082.82 | $1,166.46 |
| Jun 8, 2025 | $1,049.62 | $1,185.76 |
| Jun 15, 2025 | $1,050.03 | $1,181.52 |
| Jun 22, 2025 | $1,042.83 | $1,176.14 |
| Jun 29, 2025 | $1,065.94 | $1,216.97 |
| Jul 6, 2025 | $1,112.67 | $1,237.61 |
| Jul 13, 2025 | $1,112.00 | $1,234.21 |
| Jul 20, 2025 | $1,086.64 | $1,242.04 |
| Jul 27, 2025 | $1,152.32 | $1,260.89 |
| Aug 3, 2025 | $1,102.36 | $1,230.45 |
| Aug 10, 2025 | $1,144.37 | $1,261.04 |
| Aug 17, 2025 | $1,180.82 | $1,273.43 |
| Aug 24, 2025 | $1,221.60 | $1,277.13 |
| Aug 31, 2025 | $1,202.69 | $1,276.62 |
| Sep 7, 2025 | $1,216.98 | $1,280.95 |
| Sep 14, 2025 | $1,204.16 | $1,301.08 |
| Sep 21, 2025 | $1,207.55 | $1,313.53 |
| Sep 28, 2025 | $1,226.02 | $1,309.81 |
| Oct 5, 2025 | $1,225.95 | $1,324.43 |
| Oct 12, 2025 | $1,141.25 | $1,292.39 |
| Oct 19, 2025 | $1,197.23 | $1,314.89 |
| Oct 26, 2025 | $1,323.00 | $1,340.35 |
| Nov 2, 2025 | $1,290.98 | $1,349.87 |
| Nov 9, 2025 | $1,296.12 | $1,327.92 |
| Nov 16, 2025 | $1,299.77 | $1,329.82 |
| Nov 23, 2025 | $1,276.00 | $1,304.29 |
| Nov 30, 2025 | $1,316.60 | $1,352.50 |
| Dec 7, 2025 | $1,309.51 | $1,357.05 |
| Dec 14, 2025 | $1,384.02 | $1,349.27 |
| Dec 21, 2025 | $1,393.00 | $1,346.96 |
| Dec 28, 2025 | $1,385.90 | $1,366.19 |
| Jan 4, 2026 | $1,378.79 | $1,352.06 |
| Jan 11, 2026 | $1,422.09 | $1,373.63 |
| Jan 18, 2026 | $1,411.93 | $1,368.86 |
| Jan 25, 2026 | $1,393.57 | $1,364.06 |
| Feb 1, 2026 | $1,424.69 | $1,369.48 |
| Feb 8, 2026 | $1,471.63 | $1,366.81 |
| Feb 15, 2026 | $1,462.72 | $1,349.25 |
| Feb 22, 2026 | $1,445.19 | $1,350.19 |
| Mar 1, 2026 | $1,434.09 | $1,359.95 |
| Mar 8, 2026 | $1,385.97 | $1,354.02 |
| Mar 15, 2026 | $1,286.13 | $1,342.62 |
| Mar 22, 2026 | $1,221.80 | $1,324.62 |
| Mar 29, 2026 | $1,223.40 | $1,302.33 |
| Apr 5, 2026 | $1,245.11 | $1,250.73 |
| Apr 12, 2026 | $1,231.13 | $1,304.09 |
| Apr 19, 2026 | $1,259.68 | $1,345.90 |
| Apr 26, 2026 | $1,334.74 | $1,393.45 |
| May 3, 2026 | $1,263.34 | $1,415.39 |
| May 10, 2026 | $1,238.44 | $1,426.58 |
| May 17, 2026 | $1,257.23 | $1,463.15 |
| May 24, 2026 | $1,289.22 | $1,467.01 |
| May 31, 2026 | $1,445.96 | $1,485.49 |
| Jun 7, 2026 | $1,356.14 | $1,495.92 |
| Jun 14, 2026 | $1,345.83 | $1,474.36 |
| Jun 21, 2026 | $1,311.29 | $1,477.87 |
| Jun 28, 2026 | $1,308.48 | $1,442.74 |
| Jul 5, 2026 | $1,293.30 | $1,473.99 |
| Jul 12, 2026 | $1,321.10 | $1,494.12 |
| Jul 19, 2026 | $1,321.15 | $1,471.05 |
| Jul 26, 2026 | $1,359.51 | $1,462.42 |
| Aug 2, 2026 | $1,435.01 | $1,478.45 |
| Aug 9, 2026 | $1,427.93 | $1,530.36 |
| Aug 10, 2026 | $1,430.74 | $1,530.29 |
PortfolioS&P 500
- Time-weighted return
- +43.07%
- Modified Dietz return
- +43.07%
- Normalized wealth
- 1,430.74
- Holdings
- 4
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 GMGeneral Motors Company | +34.12% | 21.38 | $1,892.43 | $892.46 |
 FFord Motor Company | +25.45% | 100.65 | $1,412.18 | $411.68 |
| HMCHonda Motor Co., Ltd. American Depositary Share, each representing three (3) shares of Common Stock | +21.15% | 37.01 | $1,173.57 | $173.58 |
 TMToyota Motor Corporation American Depositary Shares (Each representing ten Ordinary Shares) | +19.28% | 5.67 | $1,069.44 | $69.40 |
Version history
- Open#95 Add more cars@dev · Created Apr 2, 2025, 7:23 AMAdded more car companies and re-weighed the portfolio by their market caps.Verification: Not applicable
- Merged#94 Initial change@UserNotFound · Created Mar 31, 2025, 2:50 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified