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.
- Technology
- #6 / 24
Performance
Growth of $1,000 · 1 year
$1,286.27+$286.27 (+28.63%)
S&P 500: 1,211.52
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 11, 2025 | $1,000.00 | Not available |
| Aug 11, 2025 | $1,000.00 | $1,000.00 |
| Aug 12, 2025 | $1,016.25 | $1,010.65 |
| Aug 13, 2025 | $1,048.14 | $1,011.65 |
| Aug 14, 2025 | $1,040.35 | $1,013.57 |
| Aug 15, 2025 | $1,047.73 | $1,011.83 |
| Aug 18, 2025 | $1,042.97 | $1,011.15 |
| Aug 19, 2025 | $1,032.20 | $1,008.48 |
| Aug 20, 2025 | $1,001.02 | $1,003.44 |
| Aug 21, 2025 | $992.08 | $1,000.46 |
| Aug 22, 2025 | $998.04 | $1,016.09 |
| Aug 25, 2025 | $1,032.91 | $1,010.30 |
| Aug 26, 2025 | $1,029.73 | $1,009.88 |
| Aug 27, 2025 | $1,026.48 | $1,017.77 |
| Aug 28, 2025 | $1,051.60 | $1,017.87 |
| Aug 29, 2025 | $1,061.23 | $1,013.33 |
| Sep 2, 2025 | $1,030.46 | $1,006.81 |
| Sep 3, 2025 | $1,042.43 | $1,009.22 |
| Sep 4, 2025 | $1,045.23 | $1,016.35 |
| Sep 5, 2025 | $1,049.87 | $1,014.80 |
| Sep 8, 2025 | $1,045.62 | $1,020.30 |
| Sep 9, 2025 | $1,063.14 | $1,022.28 |
| Sep 10, 2025 | $1,060.88 | $1,025.62 |
| Sep 11, 2025 | $1,047.93 | $1,034.14 |
| Sep 12, 2025 | $1,054.19 | $1,034.92 |
| Sep 15, 2025 | $1,083.23 | $1,039.35 |
| Sep 16, 2025 | $1,080.93 | $1,040.39 |
| Sep 17, 2025 | $1,082.61 | $1,036.58 |
| Sep 18, 2025 | $1,083.02 | $1,042.26 |
| Sep 19, 2025 | $1,108.06 | $1,039.64 |
| Sep 22, 2025 | $1,099.11 | $1,048.62 |
| Sep 23, 2025 | $1,064.00 | $1,042.91 |
| Sep 24, 2025 | $1,051.77 | $1,039.03 |
| Sep 25, 2025 | $1,015.43 | $1,036.36 |
| Sep 26, 2025 | $1,018.58 | $1,040.31 |
| Sep 29, 2025 | $1,042.50 | $1,043.71 |
| Sep 30, 2025 | $1,015.63 | $1,042.69 |
| Oct 1, 2025 | $1,016.94 | $1,048.84 |
| Oct 2, 2025 | $1,047.57 | $1,051.77 |
| Oct 3, 2025 | $1,052.29 | $1,052.35 |
| Oct 6, 2025 | $1,116.21 | $1,054.48 |
| Oct 7, 2025 | $1,102.71 | $1,057.40 |
| Oct 8, 2025 | $1,099.81 | $1,056.55 |
| Oct 9, 2025 | $1,137.20 | $1,056.98 |
| Oct 10, 2025 | $1,100.19 | $1,036.33 |
| Oct 13, 2025 | $1,077.09 | $1,042.39 |
| Oct 14, 2025 | $1,067.04 | $1,043.14 |
| Oct 15, 2025 | $1,078.38 | $1,052.07 |
| Oct 16, 2025 | $1,088.53 | $1,036.79 |
| Oct 17, 2025 | $1,054.62 | $1,035.98 |
| Oct 20, 2025 | $1,090.16 | $1,055.64 |
| Oct 21, 2025 | $1,099.38 | $1,054.51 |
| Oct 22, 2025 | $1,080.00 | $1,052.92 |
| Oct 23, 2025 | $1,079.98 | $1,052.98 |
| Oct 24, 2025 | $1,106.64 | $1,066.46 |
| Oct 27, 2025 | $1,151.34 | $1,077.56 |
| Oct 28, 2025 | $1,143.03 | $1,078.92 |
| Oct 29, 2025 | $1,126.24 | $1,083.19 |
| Oct 30, 2025 | $1,096.04 | $1,073.86 |
| Oct 31, 2025 | $1,116.47 | $1,075.88 |
| Nov 3, 2025 | $1,111.14 | $1,074.57 |
| Nov 4, 2025 | $1,076.47 | $1,065.59 |
| Nov 5, 2025 | $1,099.34 | $1,064.96 |
| Nov 6, 2025 | $1,085.80 | $1,055.83 |
| Nov 7, 2025 | $1,061.56 | $1,042.51 |
| Nov 10, 2025 | $1,118.39 | $1,071.58 |
| Nov 11, 2025 | $1,107.49 | $1,068.33 |
| Nov 12, 2025 | $1,122.98 | $1,074.63 |
| Nov 13, 2025 | $1,081.55 | $1,066.88 |
| Nov 14, 2025 | $1,036.34 | $1,057.57 |
| Nov 17, 2025 | $1,017.57 | $1,046.78 |
| Nov 18, 2025 | $1,005.31 | $1,036.38 |
| Nov 19, 2025 | $1,002.50 | $1,042.00 |
| Nov 20, 2025 | $988.87 | $1,061.63 |
| Nov 21, 2025 | $964.54 | $1,039.03 |
| Nov 24, 2025 | $995.73 | $1,051.59 |
| Nov 25, 2025 | $989.64 | $1,052.73 |
| Nov 26, 2025 | $1,002.74 | $1,071.12 |
| Nov 28, 2025 | $1,030.17 | $1,074.65 |
| Dec 1, 2025 | $1,021.98 | $1,069.74 |
| Dec 2, 2025 | $1,030.05 | $1,071.72 |
| Dec 3, 2025 | $1,035.67 | $1,075.50 |
| Dec 4, 2025 | $1,029.25 | $1,073.76 |
| Dec 5, 2025 | $1,032.96 | $1,078.69 |
| Dec 8, 2025 | $1,046.98 | $1,075.03 |
| Dec 9, 2025 | $1,045.72 | $1,074.10 |
| Dec 10, 2025 | $1,053.60 | $1,075.36 |
| Dec 11, 2025 | $1,042.03 | $1,073.54 |
| Dec 12, 2025 | $1,028.59 | $1,072.08 |
| Dec 15, 2025 | $991.67 | $1,070.46 |
| Dec 16, 2025 | $1,011.22 | $1,067.38 |
| Dec 17, 2025 | $1,016.05 | $1,057.65 |
| Dec 18, 2025 | $1,025.04 | $1,063.77 |
| Dec 19, 2025 | $1,025.27 | $1,068.24 |
| Dec 22, 2025 | $1,046.78 | $1,076.91 |
| Dec 23, 2025 | $1,028.79 | $1,079.47 |
| Dec 24, 2025 | $1,029.99 | $1,085.64 |
| Dec 26, 2025 | $1,025.82 | $1,085.53 |
| Dec 29, 2025 | $1,022.78 | $1,081.66 |
| Dec 30, 2025 | $1,023.23 | $1,080.34 |
| Dec 31, 2025 | $1,013.97 | $1,072.34 |
| Jan 2, 2026 | $1,016.99 | $1,074.30 |
| Jan 5, 2026 | $1,052.83 | $1,081.46 |
| Jan 6, 2026 | $1,066.38 | $1,083.76 |
| Jan 7, 2026 | $1,056.58 | $1,089.77 |
| Jan 8, 2026 | $1,043.72 | $1,083.36 |
| Jan 9, 2026 | $1,029.14 | $1,087.36 |
| Jan 12, 2026 | $1,025.76 | $1,093.16 |
| Jan 13, 2026 | $1,037.91 | $1,092.77 |
| Jan 14, 2026 | $1,014.46 | $1,080.13 |
| Jan 15, 2026 | $1,023.26 | $1,088.56 |
| Jan 16, 2026 | $1,014.72 | $1,087.65 |
| Jan 20, 2026 | $986.35 | $1,065.51 |
| Jan 21, 2026 | $991.91 | $1,069.34 |
| Jan 22, 2026 | $1,019.61 | $1,083.52 |
| Jan 23, 2026 | $1,027.81 | $1,084.42 |
| Jan 26, 2026 | $1,007.22 | $1,089.34 |
| Jan 27, 2026 | $1,004.78 | $1,094.15 |
| Jan 28, 2026 | $999.41 | $1,094.00 |
| Jan 29, 2026 | $981.74 | $1,086.72 |
| Jan 30, 2026 | $933.59 | $1,088.14 |
| Feb 2, 2026 | $909.51 | $1,093.55 |
| Feb 3, 2026 | $892.83 | $1,084.30 |
| Feb 4, 2026 | $822.38 | $1,073.59 |
| Feb 5, 2026 | $805.57 | $1,064.18 |
| Feb 6, 2026 | $798.16 | $1,081.18 |
| Feb 9, 2026 | $838.83 | $1,091.25 |
| Feb 10, 2026 | $839.95 | $1,088.38 |
| Feb 11, 2026 | $827.60 | $1,086.50 |
| Feb 12, 2026 | $800.75 | $1,078.06 |
| Feb 13, 2026 | $762.02 | $1,076.96 |
| Feb 17, 2026 | $769.22 | $1,073.80 |
| Feb 18, 2026 | $765.26 | $1,079.21 |
| Feb 19, 2026 | $758.66 | $1,076.36 |
| Feb 20, 2026 | $773.89 | $1,083.63 |
| Feb 23, 2026 | $737.65 | $1,073.08 |
| Feb 24, 2026 | $769.39 | $1,081.15 |
| Feb 25, 2026 | $788.27 | $1,090.04 |
| Feb 26, 2026 | $794.42 | $1,083.94 |
| Feb 27, 2026 | $770.55 | $1,078.74 |
| Mar 2, 2026 | $777.37 | $1,079.35 |
| Mar 3, 2026 | $773.58 | $1,069.84 |
| Mar 4, 2026 | $813.46 | $1,077.38 |
| Mar 5, 2026 | $819.19 | $1,071.38 |
| Mar 6, 2026 | $799.24 | $1,057.33 |
| Mar 9, 2026 | $813.89 | $1,066.60 |
| Mar 10, 2026 | $802.66 | $1,064.88 |
| Mar 11, 2026 | $808.37 | $1,063.55 |
| Mar 12, 2026 | $786.56 | $1,047.40 |
| Mar 13, 2026 | $788.52 | $1,041.47 |
| Mar 16, 2026 | $788.86 | $1,052.07 |
| Mar 17, 2026 | $791.98 | $1,054.83 |
| Mar 18, 2026 | $783.34 | $1,040.12 |
| Mar 19, 2026 | $774.94 | $1,037.55 |
| Mar 20, 2026 | $785.35 | $1,019.89 |
| Mar 23, 2026 | $787.96 | $1,030.60 |
| Mar 24, 2026 | $774.36 | $1,027.14 |
| Mar 25, 2026 | $775.72 | $1,032.87 |
| Mar 26, 2026 | $769.99 | $1,014.42 |
| Mar 27, 2026 | $742.76 | $997.12 |
| Mar 30, 2026 | $736.37 | $993.79 |
| Mar 31, 2026 | $751.09 | $1,022.68 |
| Apr 1, 2026 | $779.70 | $1,030.38 |
| Apr 2, 2026 | $774.53 | $1,029.08 |
| Apr 6, 2026 | $802.50 | $1,036.18 |
| Apr 7, 2026 | $794.22 | $1,036.64 |
| Apr 8, 2026 | $829.09 | $1,061.90 |
| Apr 9, 2026 | $812.66 | $1,069.18 |
| Apr 10, 2026 | $803.96 | $1,068.47 |
| Apr 13, 2026 | $840.13 | $1,078.91 |
| Apr 14, 2026 | $860.55 | $1,092.06 |
| Apr 15, 2026 | $895.83 | $1,100.67 |
| Apr 16, 2026 | $925.28 | $1,102.38 |
| Apr 17, 2026 | $957.70 | $1,119.91 |
| Apr 20, 2026 | $970.95 | $1,114.48 |
| Apr 21, 2026 | $966.62 | $1,115.54 |
| Apr 22, 2026 | $983.60 | $1,114.21 |
| Apr 23, 2026 | $965.79 | $1,115.68 |
| Apr 24, 2026 | $1,009.34 | $1,120.93 |
| Apr 27, 2026 | $1,014.63 | $1,124.62 |
| Apr 28, 2026 | $988.23 | $1,118.66 |
| Apr 29, 2026 | $989.26 | $1,116.45 |
| Apr 30, 2026 | $1,013.36 | $1,119.44 |
| May 1, 2026 | $1,057.44 | $1,134.07 |
| May 4, 2026 | $1,055.59 | $1,129.09 |
| May 5, 2026 | $1,059.31 | $1,137.19 |
| May 6, 2026 | $1,114.06 | $1,150.40 |
| May 7, 2026 | $1,119.82 | $1,154.87 |
| May 8, 2026 | $1,118.38 | $1,158.31 |
| Aug 11, 2026 | $1,286.27 | $1,211.52 |
PortfolioS&P 500
- Time-weighted return
- +28.63%
- Modified Dietz return
- +28.63%
- Normalized wealth
- 1,286.27
- Holdings
- 10
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 AMDAdvanced Micro Devices | +37.71% | 132.02 | $62,551.69 | $47,551.43 |
 AFRMAffirm Holdings, Inc. Class A Common Stock | +14.22% | 308.05 | $23,578.38 | $5,572.68 |
 MTCHMatch Group, Inc | +9.93% | 450.25 | $16,461.05 | $1,458.80 |
 UUnity Software Inc. | +9.76% | 371.93 | $16,186.26 | $6,185.15 |
 COINCoinbase Global, Inc. Class A Common Stock | +7.85% | 88.48 | $13,018.05 | -$1,981.95 |
 TWLOTwilio Inc. | +6.53% | 42.11 | $10,832.23 | $5,832.19 |
 SNOWSnowflake Inc. | +5.53% | 27.44 | $9,174.74 | $4,174.60 |
 TOSTToast, Inc. | +5.50% | 260.46 | $9,126.66 | -$872.55 |
 SNAPSnap Inc. | +1.54% | 467.73 | $2,549.11 | -$2,450.89 |
 UDMYUdemy, Inc. Common Stock | +1.44% | 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