Cigar Butts

cigarette-butt@marvinPublic
  • 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. ![Gif](https://media.tenor.com/eg4ly3ZQnDQAAAAC/htech-smoke.gif) 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.

Rankings
#3
Technology
#3 / 24

Performance

Growth of $1,000 · 6 months

$1,921.13+$921.13 (+92.11%)

S&P 500: 1,188.22

Portfolio performance over 6 months
DatePortfolioS&P 500
Mar 26, 2026$1,000.00Not available
Mar 26, 2026$1,000.00$1,000.00
Mar 27, 2026$964.64$982.95
Mar 30, 2026$956.33$979.66
Mar 31, 2026$975.46$1,008.14
Apr 1, 2026$1,012.61$1,015.73
Apr 2, 2026$1,005.89$1,014.45
Apr 6, 2026$1,042.22$1,021.45
Apr 7, 2026$1,031.47$1,021.90
Apr 8, 2026$1,076.76$1,046.80
Apr 9, 2026$1,055.41$1,053.98
Apr 10, 2026$1,044.12$1,053.28
Apr 13, 2026$1,091.09$1,063.57
Apr 14, 2026$1,117.61$1,076.53
Apr 15, 2026$1,163.43$1,085.03
Apr 16, 2026$1,201.67$1,086.71
Apr 17, 2026$1,243.78$1,103.99
Apr 20, 2026$1,260.98$1,098.64
Apr 21, 2026$1,255.36$1,099.69
Apr 22, 2026$1,277.41$1,098.37
Apr 23, 2026$1,254.28$1,099.82
Apr 24, 2026$1,310.85$1,105.00
Apr 27, 2026$1,317.72$1,108.64
Apr 28, 2026$1,283.43$1,102.76
Apr 29, 2026$1,284.78$1,100.58
Apr 30, 2026$1,316.07$1,103.53
May 1, 2026$1,373.32$1,117.95
May 4, 2026$1,370.91$1,113.04
May 5, 2026$1,375.75$1,121.02
May 6, 2026$1,446.85$1,134.04
May 7, 2026$1,454.33$1,138.46
May 8, 2026$1,452.46$1,141.84
Sep 24, 2026$1,921.13$1,188.22
PortfolioS&P 500
Time-weighted return
+92.11%
Modified Dietz return
+92.11%
Normalized wealth
1,921.13
Holdings
10

Holdings

InstrumentWeightQuantityValueUnrealized P&L
AMDAdvanced Micro Devices+43.56%132.02$83,129.85$68,129.59
AFRMAffirm Holdings, Inc. Class A Common Stock+11.54%308.05$22,025.79$4,020.09
MTCHMatch Group, Inc+9.63%450.25$18,370.10$3,367.85
COINCoinbase Global, Inc. Class A Common Stock+9.21%88.48$17,575.65$2,575.65
UUnity Software Inc.+8.01%371.93$15,286.20$5,285.08
TWLOTwilio Inc.+6.55%42.11$12,495.68$7,495.64
SNOWSnowflake Inc.+4.82%27.44$9,202.72$4,202.59
TOSTToast, Inc.+4.10%260.46$7,821.74-$2,177.48
SNAPSnap Inc.+1.33%467.73$2,530.40-$2,469.60
UDMYUdemy, Inc. Common Stock+1.25%515.46$2,381.44-$2,618.56

Version history

5 merged · 0 open
  1. 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
  2. Merged#68 Improve Affirm cost basis@marvin · Created Mar 7, 2025, 9:12 PM![Gif](https://media.tenor.com/Ys5Zulj--TQAAAAC/satox-buy-the-dip-satox.gif) Verification: Unverified
  3. Merged#47 chore: add gifs@marvin · Created Feb 23, 2025, 8:24 PMVerification: Verified
  4. Merged#42 Add some DD@marvin · Created Feb 23, 2025, 12:25 AM![Gif](https://media.tenor.com/lzhYl5uHtrgAAAAC/xeno-mining-xeno-dd.gif) Verification: Verified
  5. 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