
Cigar Butts
- Tech
Like picking up a discarded cigar for one last puff. This portfolio tracks tech mid caps that have been beaten up from their highs.  NOTE: This does not reflect my personal holdings, that would be **_Younan-capital_**. This is just for tracking some interesting mid caps and comparing returns.
Performance
Growth of $1,000 · Today
$995.79-$4.21 (-0.42%)
S&P 500: 1,000.61
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 7, 2026 | $1,000.00 | $1,000.00 |
| Aug 10, 2026 | $995.79 | $1,000.61 |
PortfolioS&P 500
- Time-weighted return
- -0.42%
- Modified Dietz return
- -0.42%
- Normalized wealth
- 995.79
- Holdings
- 10
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
AMDAdvanced Micro Devices | +38.00% | 132.02 | $63,052.05 | $48,051.79 |
AFRMAffirm Holdings, Inc. Class A Common Stock | +14.10% | 308.05 | $23,396.63 | $5,390.93 |
MTCHMatch Group, Inc | +9.99% | 450.25 | $16,582.62 | $1,580.37 |
UUnity Software Inc. | +9.47% | 371.93 | $15,713.92 | $5,712.80 |
COINCoinbase Global, Inc. Class A Common Stock | +7.99% | 88.48 | $13,259.60 | -$1,740.40 |
TWLOTwilio Inc. | +6.38% | 42.11 | $10,592.19 | $5,592.15 |
TOSTToast, Inc. | +5.57% | 260.46 | $9,241.27 | -$757.95 |
SNOWSnowflake Inc. | +5.55% | 27.44 | $9,213.42 | $4,213.29 |
SNAPSnap Inc. | +1.51% | 467.73 | $2,516.37 | -$2,483.63 |
UDMYUdemy, Inc. Common Stock | +1.43% | 515.46 | $2,381.44 | -$2,618.56 |
Version history
- Merged#99 Add COIN@marvin · Created Apr 3, 2025, 7:00 AM- Down ~50% from high - US crypto monopoly - Crypto as an asset class has been highly resilient and I expect it continues to do soVerification: Unverified
- Merged#68 Improve Affirm cost basis@marvin · Created Mar 7, 2025, 9:12 PM Verification: Unverified
- Merged#47 chore: add gifs@marvin · Created Feb 23, 2025, 8:24 PMVerification: Verified
- Merged#42 Add some DD@marvin · Created Feb 23, 2025, 12:25 AM Verification: Verified
- Merged#28 Initial change@marvin · Created Feb 20, 2025, 3:04 AMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified









