DithBag

dithbag@MrDithersPublic

Performance

Growth of $1,000 · 5 years

$1,567.66+$567.66 (+56.77%)

S&P 500: 1,352.44

Portfolio performance over 5 years
DatePortfolioS&P 500
Apr 29, 2025$1,000.00Not available
May 4, 2025$1,022.11$1,000.00
May 11, 2025$1,007.26$995.73
May 18, 2025$988.76$1,048.42
May 25, 2025$993.60$1,021.79
Jun 1, 2025$988.92$1,039.93
Jun 8, 2025$1,069.20$1,057.13
Jun 15, 2025$1,008.72$1,053.36
Jun 22, 2025$1,011.31$1,048.56
Jun 29, 2025$1,017.63$1,084.96
Jul 6, 2025$1,065.72$1,103.36
Jul 13, 2025$1,113.27$1,100.32
Jul 20, 2025$1,139.80$1,107.31
Jul 27, 2025$1,189.91$1,124.11
Aug 3, 2025$1,136.09$1,096.97
Aug 10, 2025$1,175.32$1,124.25
Aug 17, 2025$1,205.97$1,135.30
Aug 24, 2025$1,223.11$1,138.59
Aug 31, 2025$1,256.88$1,138.14
Sep 7, 2025$1,262.31$1,142.00
Sep 14, 2025$1,271.70$1,159.94
Sep 21, 2025$1,294.57$1,171.04
Sep 28, 2025$1,346.14$1,167.73
Oct 5, 2025$1,366.69$1,180.76
Oct 12, 2025$1,410.30$1,152.20
Oct 19, 2025$1,414.09$1,172.26
Oct 26, 2025$1,367.36$1,194.95
Nov 2, 2025$1,374.92$1,203.44
Nov 9, 2025$1,328.56$1,183.87
Nov 16, 2025$1,334.41$1,185.56
Nov 23, 2025$1,335.86$1,162.80
Nov 30, 2025$1,446.58$1,205.78
Dec 7, 2025$1,436.89$1,209.84
Dec 14, 2025$1,498.11$1,202.91
Dec 21, 2025$1,501.56$1,200.84
Dec 28, 2025$1,511.66$1,217.99
Jan 4, 2026$1,479.73$1,205.40
Jan 11, 2026$1,559.25$1,224.63
Jan 18, 2026$1,630.36$1,220.38
Jan 25, 2026$1,698.98$1,216.09
Feb 1, 2026$1,557.12$1,220.92
Feb 8, 2026$1,614.08$1,218.54
Feb 15, 2026$1,590.59$1,202.89
Feb 22, 2026$1,606.67$1,203.72
Mar 1, 2026$1,626.73$1,212.43
Mar 8, 2026$1,696.28$1,207.14
Mar 15, 2026$1,540.04$1,196.98
Mar 22, 2026$1,371.29$1,180.93
Mar 29, 2026$1,397.16$1,161.05
Apr 5, 2026$1,495.56$1,115.06
Apr 12, 2026$1,547.81$1,162.63
Apr 19, 2026$1,627.63$1,199.90
Apr 26, 2026$1,553.28$1,242.29
May 3, 2026$1,580.07$1,261.86
May 10, 2026$1,540.44$1,271.83
May 17, 2026$1,638.59$1,304.43
May 24, 2026$1,575.85$1,307.87
May 31, 2026$1,630.77$1,324.35
Jun 7, 2026$1,521.55$1,333.65
Jun 14, 2026$1,559.63$1,314.43
Jun 21, 2026$1,551.68$1,317.56
Jun 28, 2026$1,470.03$1,286.24
Jul 5, 2026$1,478.47$1,314.10
Jul 12, 2026$1,440.91$1,332.05
Jul 19, 2026$1,399.70$1,311.47
Jul 26, 2026$1,460.32$1,303.78
Aug 2, 2026$1,448.42$1,318.07
Aug 9, 2026$1,587.08$1,364.35
Aug 16, 2026$1,603.47$1,369.79
Aug 23, 2026$1,617.29$1,351.05
Aug 30, 2026$1,603.60$1,357.45
Sep 6, 2026$1,623.08$1,358.93
Sep 13, 2026$1,589.68$1,348.52
Sep 20, 2026$1,571.91$1,343.94
Sep 24, 2026$1,567.66$1,352.44
PortfolioS&P 500
Time-weighted return
+56.77%
Modified Dietz return
+56.77%
Normalized wealth
1,567.66
Holdings
6

Holdings

InstrumentWeightQuantityValueUnrealized P&L
CHWCalamos Global Dynamic Income Fund+23.70%2,700$22,518.00$5,211.00
PPTAPerpetua Resources Corp. Common Shares+19.60%800$18,632.00$7,480.00
NEMNewmont Corporation+19.09%150$18,147.00$10,177.50
OHIOmega Healthcare Investors Inc.+14.65%300$13,932.00$2,505.00
CLFCleveland-Cliffs Inc.+13.21%1,000$12,560.00$4,310.00
FHNFirst Horizon Corporation+9.76%400$9,276.00$2,048.00

Version history

1 merged · 1 open
  1. Merged#136 Test@MrDithers · Created Apr 28, 2025, 9:03 PMTestVerification: Unverified
  2. Open#134 Initial change@MrDithers · Created Apr 26, 2025, 7:10 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Not applicable