Dividend
- Fintech
- Finance
- Banking
Performance
Growth of $1,000 · 1 year
$752.09-$247.91 (-24.79%)
S&P 500: 1,216.55
| 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 | $1,007.59 | $1,010.65 |
| Aug 13, 2025 | $1,013.59 | $1,011.65 |
| Aug 14, 2025 | $996.98 | $1,013.57 |
| Aug 15, 2025 | $992.26 | $1,011.83 |
| Aug 18, 2025 | $988.88 | $1,011.15 |
| Aug 19, 2025 | $992.13 | $1,008.48 |
| Aug 20, 2025 | $962.27 | $1,003.44 |
| Aug 21, 2025 | $956.34 | $1,000.46 |
| Aug 22, 2025 | $948.37 | $1,016.09 |
| Aug 25, 2025 | $970.24 | $1,010.30 |
| Aug 26, 2025 | $968.69 | $1,009.88 |
| Aug 27, 2025 | $976.70 | $1,017.77 |
| Aug 28, 2025 | $970.35 | $1,017.87 |
| Aug 29, 2025 | $959.77 | $1,013.33 |
| Sep 2, 2025 | $945.20 | $1,006.81 |
| Sep 3, 2025 | $952.36 | $1,009.22 |
| Sep 4, 2025 | $935.50 | $1,016.35 |
| Sep 5, 2025 | $945.63 | $1,014.80 |
| Sep 8, 2025 | $942.72 | $1,020.30 |
| Sep 9, 2025 | $950.89 | $1,022.28 |
| Sep 10, 2025 | $964.17 | $1,025.62 |
| Sep 11, 2025 | $960.04 | $1,034.14 |
| Sep 12, 2025 | $969.35 | $1,034.92 |
| Sep 15, 2025 | $978.60 | $1,039.35 |
| Sep 16, 2025 | $982.50 | $1,040.39 |
| Sep 17, 2025 | $984.96 | $1,036.58 |
| Sep 18, 2025 | $989.59 | $1,042.26 |
| Sep 19, 2025 | $996.48 | $1,039.64 |
| Sep 22, 2025 | $986.53 | $1,048.62 |
| Sep 23, 2025 | $1,001.82 | $1,042.91 |
| Sep 24, 2025 | $993.43 | $1,039.03 |
| Sep 25, 2025 | $957.55 | $1,036.36 |
| Sep 26, 2025 | $959.81 | $1,040.31 |
| Sep 29, 2025 | $987.36 | $1,043.71 |
| Sep 30, 2025 | $985.02 | $1,042.69 |
| Oct 1, 2025 | $992.02 | $1,048.84 |
| Oct 2, 2025 | $1,001.08 | $1,051.77 |
| Oct 3, 2025 | $1,003.57 | $1,052.35 |
| Oct 6, 2025 | $1,014.32 | $1,054.48 |
| Oct 7, 2025 | $1,016.39 | $1,057.40 |
| Oct 8, 2025 | $1,003.70 | $1,056.55 |
| Oct 9, 2025 | $1,011.73 | $1,056.98 |
| Oct 10, 2025 | $1,014.69 | $1,036.33 |
| Oct 13, 2025 | $975.63 | $1,042.39 |
| Oct 14, 2025 | $967.59 | $1,043.14 |
| Oct 15, 2025 | $984.52 | $1,052.07 |
| Oct 16, 2025 | $967.53 | $1,036.79 |
| Oct 17, 2025 | $938.77 | $1,035.98 |
| Oct 20, 2025 | $961.79 | $1,055.64 |
| Oct 21, 2025 | $960.76 | $1,054.51 |
| Oct 22, 2025 | $951.85 | $1,052.92 |
| Oct 23, 2025 | $928.20 | $1,052.98 |
| Oct 24, 2025 | $945.24 | $1,066.46 |
| Oct 27, 2025 | $966.89 | $1,077.56 |
| Oct 28, 2025 | $970.44 | $1,078.92 |
| Oct 29, 2025 | $970.38 | $1,083.19 |
| Oct 30, 2025 | $948.00 | $1,073.86 |
| Oct 31, 2025 | $946.97 | $1,075.88 |
| Nov 3, 2025 | $946.41 | $1,074.57 |
| Nov 4, 2025 | $920.24 | $1,065.59 |
| Nov 5, 2025 | $913.87 | $1,064.96 |
| Nov 6, 2025 | $911.38 | $1,055.83 |
| Nov 7, 2025 | $866.76 | $1,042.51 |
| Nov 10, 2025 | $896.92 | $1,071.58 |
| Nov 11, 2025 | $889.07 | $1,068.33 |
| Nov 12, 2025 | $885.85 | $1,074.63 |
| Nov 13, 2025 | $866.41 | $1,066.88 |
| Nov 14, 2025 | $817.27 | $1,057.57 |
| Nov 17, 2025 | $818.41 | $1,046.78 |
| Nov 18, 2025 | $813.31 | $1,036.38 |
| Nov 19, 2025 | $819.56 | $1,042.00 |
| Nov 20, 2025 | $822.90 | $1,061.63 |
| Nov 21, 2025 | $781.96 | $1,039.03 |
| Nov 24, 2025 | $804.80 | $1,051.59 |
| Nov 25, 2025 | $794.51 | $1,052.73 |
| Nov 26, 2025 | $803.20 | $1,071.12 |
| Nov 28, 2025 | $812.18 | $1,074.65 |
| Dec 1, 2025 | $1,469.84 | $1,069.74 |
| Dec 2, 2025 | $813.47 | $1,071.72 |
| Dec 3, 2025 | $816.16 | $1,075.50 |
| Dec 4, 2025 | $820.94 | $1,073.76 |
| Dec 5, 2025 | $823.47 | $1,078.69 |
| Dec 8, 2025 | $826.94 | $1,075.03 |
| Dec 9, 2025 | $824.42 | $1,074.10 |
| Dec 10, 2025 | $830.88 | $1,075.36 |
| Dec 11, 2025 | $823.82 | $1,073.54 |
| Dec 12, 2025 | $828.44 | $1,072.08 |
| Dec 15, 2025 | $800.28 | $1,070.46 |
| Dec 16, 2025 | $801.20 | $1,067.38 |
| Dec 17, 2025 | $810.17 | $1,057.65 |
| Dec 18, 2025 | $803.17 | $1,063.77 |
| Dec 19, 2025 | $802.60 | $1,068.24 |
| Dec 22, 2025 | $815.53 | $1,076.91 |
| Dec 23, 2025 | $812.46 | $1,079.47 |
| Dec 24, 2025 | $809.98 | $1,085.64 |
| Dec 26, 2025 | $808.85 | $1,085.53 |
| Dec 29, 2025 | $803.27 | $1,081.66 |
| Dec 30, 2025 | $805.48 | $1,080.34 |
| Dec 31, 2025 | $801.56 | $1,072.34 |
| Jan 2, 2026 | $803.88 | $1,074.30 |
| Jan 5, 2026 | $817.40 | $1,081.46 |
| Jan 6, 2026 | $819.42 | $1,083.76 |
| Jan 7, 2026 | $812.41 | $1,089.77 |
| Jan 8, 2026 | $808.23 | $1,083.36 |
| Jan 9, 2026 | $809.01 | $1,087.36 |
| Jan 12, 2026 | $812.40 | $1,093.16 |
| Jan 13, 2026 | $816.72 | $1,092.77 |
| Jan 14, 2026 | $818.59 | $1,080.13 |
| Jan 15, 2026 | $823.11 | $1,088.56 |
| Jan 16, 2026 | $818.11 | $1,087.65 |
| Jan 20, 2026 | $796.87 | $1,065.51 |
| Jan 21, 2026 | $799.59 | $1,069.34 |
| Jan 22, 2026 | $806.72 | $1,083.52 |
| Jan 23, 2026 | $807.93 | $1,084.42 |
| Jan 26, 2026 | $800.90 | $1,089.34 |
| Jan 27, 2026 | $798.75 | $1,094.15 |
| Jan 28, 2026 | $806.97 | $1,094.00 |
| Jan 29, 2026 | $798.03 | $1,086.72 |
| Jan 30, 2026 | $784.58 | $1,088.14 |
| Feb 2, 2026 | $768.40 | $1,093.55 |
| Feb 3, 2026 | $767.64 | $1,084.30 |
| Feb 4, 2026 | $755.93 | $1,073.59 |
| Feb 5, 2026 | $732.47 | $1,064.18 |
| Feb 6, 2026 | $730.40 | $1,081.18 |
| Feb 9, 2026 | $753.94 | $1,091.25 |
| Feb 10, 2026 | $753.26 | $1,088.38 |
| Feb 11, 2026 | $747.87 | $1,086.50 |
| Feb 12, 2026 | $744.65 | $1,078.06 |
| Feb 13, 2026 | $734.33 | $1,076.96 |
| Feb 17, 2026 | $736.48 | $1,073.80 |
| Feb 18, 2026 | $739.03 | $1,079.21 |
| Feb 19, 2026 | $737.64 | $1,076.36 |
| Feb 20, 2026 | $747.48 | $1,083.63 |
| Feb 23, 2026 | $736.68 | $1,073.08 |
| Feb 24, 2026 | $745.33 | $1,081.15 |
| Feb 25, 2026 | $760.73 | $1,090.04 |
| Feb 26, 2026 | $749.03 | $1,083.94 |
| Feb 27, 2026 | $740.69 | $1,078.74 |
| Mar 2, 2026 | $749.62 | $1,079.35 |
| Mar 3, 2026 | $740.31 | $1,069.84 |
| Mar 4, 2026 | $760.26 | $1,077.38 |
| Mar 5, 2026 | $754.24 | $1,071.38 |
| Mar 6, 2026 | $740.52 | $1,057.33 |
| Mar 9, 2026 | $750.97 | $1,066.60 |
| Mar 10, 2026 | $752.07 | $1,064.88 |
| Mar 11, 2026 | $754.30 | $1,063.55 |
| Mar 12, 2026 | $753.11 | $1,047.40 |
| Mar 13, 2026 | $754.42 | $1,041.47 |
| Mar 16, 2026 | $758.14 | $1,052.07 |
| Mar 17, 2026 | $758.39 | $1,054.83 |
| Mar 18, 2026 | $759.07 | $1,040.12 |
| Mar 19, 2026 | $745.08 | $1,037.55 |
| Mar 20, 2026 | $742.71 | $1,019.89 |
| Mar 23, 2026 | $740.19 | $1,030.60 |
| Mar 24, 2026 | $738.88 | $1,027.14 |
| Mar 25, 2026 | $742.10 | $1,032.87 |
| Mar 26, 2026 | $736.45 | $1,014.42 |
| Mar 27, 2026 | $722.30 | $997.12 |
| Mar 30, 2026 | $706.99 | $993.79 |
| Mar 31, 2026 | $712.89 | $1,022.68 |
| Apr 1, 2026 | $730.46 | $1,030.38 |
| Apr 2, 2026 | $718.53 | $1,029.08 |
| Apr 6, 2026 | $727.96 | $1,036.18 |
| Apr 7, 2026 | $726.15 | $1,036.64 |
| Apr 8, 2026 | $746.88 | $1,061.90 |
| Apr 9, 2026 | $735.19 | $1,069.18 |
| Apr 10, 2026 | $739.23 | $1,068.47 |
| Apr 13, 2026 | $748.49 | $1,078.91 |
| Apr 14, 2026 | $753.46 | $1,092.06 |
| Apr 15, 2026 | $760.45 | $1,100.67 |
| Apr 16, 2026 | $769.47 | $1,102.38 |
| Apr 17, 2026 | $776.77 | $1,119.91 |
| Apr 20, 2026 | $781.19 | $1,114.48 |
| Apr 21, 2026 | $781.52 | $1,115.54 |
| Apr 22, 2026 | $775.39 | $1,114.21 |
| Apr 23, 2026 | $780.00 | $1,115.68 |
| Apr 24, 2026 | $780.55 | $1,120.93 |
| Apr 27, 2026 | $779.58 | $1,124.62 |
| Apr 28, 2026 | $772.62 | $1,118.66 |
| Apr 29, 2026 | $774.56 | $1,116.45 |
| Apr 30, 2026 | $769.41 | $1,119.44 |
| May 1, 2026 | $775.44 | $1,134.07 |
| May 4, 2026 | $785.51 | $1,129.09 |
| May 5, 2026 | $790.02 | $1,137.19 |
| May 6, 2026 | $792.21 | $1,150.40 |
| May 7, 2026 | $801.53 | $1,154.87 |
| May 8, 2026 | $798.25 | $1,158.31 |
| May 11, 2026 | $813.70 | $1,162.57 |
| May 12, 2026 | $808.98 | $1,156.91 |
| May 13, 2026 | $807.24 | $1,160.41 |
| May 14, 2026 | $808.71 | $1,176.56 |
| May 15, 2026 | $808.65 | $1,166.09 |
| May 18, 2026 | $789.29 | $1,161.55 |
| May 19, 2026 | $784.72 | $1,151.54 |
| May 20, 2026 | $791.58 | $1,160.56 |
| May 21, 2026 | $795.41 | $1,161.30 |
| May 22, 2026 | $798.48 | $1,175.01 |
| May 26, 2026 | $797.91 | $1,180.32 |
| May 27, 2026 | $796.86 | $1,179.72 |
| May 28, 2026 | $801.60 | $1,186.01 |
| May 29, 2026 | $806.30 | $1,191.82 |
| Jun 1, 2026 | $805.94 | $1,192.82 |
| Jun 2, 2026 | $800.17 | $1,191.13 |
| Jun 3, 2026 | $788.82 | $1,193.01 |
| Jun 4, 2026 | $789.76 | $1,182.23 |
| Jun 5, 2026 | $763.13 | $1,183.49 |
| Jun 8, 2026 | $776.24 | $1,162.44 |
| Jun 9, 2026 | $767.90 | $1,160.08 |
| Jun 10, 2026 | $750.43 | $1,152.73 |
| Jun 11, 2026 | $765.31 | $1,141.03 |
| Jun 12, 2026 | $766.33 | $1,160.98 |
| Jun 15, 2026 | $777.72 | $1,186.99 |
| Aug 10, 2026 | $752.09 | $1,216.55 |
PortfolioS&P 500
- Time-weighted return
- -24.79%
- Modified Dietz return
- -24.79%
- Normalized wealth
- 752.09
- Holdings
- 10
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
| NVDYYieldMax NVDA Option Income Strategy ETF | +19.01% | 1,625.75 | $20,858.37 | -$5,202.40 |
| LFGYYieldMax Crypto Industry & Tech Portfolio Option Income ETF | +14.88% | 860.2 | $16,326.60 | -$18,098.61 |
| FEATYieldMax Dorsey Wright Featured 5 Income ETF | +13.83% | 841.84 | $15,178.38 | -$15,473.02 |
| ULTYYieldMax Ultra Option Income Strategy ETF | +12.41% | 499.5 | $13,611.48 | -$17,682.44 |
| TSLYYieldMax TSLA Option Income Strategy ETF | +12.26% | 619.99 | $13,447.50 | -$14,532.47 |
| YBITYieldMax Bitcoin Option Income Strategy ETF | +10.93% | 655.13 | $11,995.50 | -$22,811.77 |
| SMCYYieldMax SMCI Option Income Strategy ETF | +5.01% | 1,135.22 | $5,505.82 | -$18,050.00 |
| CONYYieldMax COIN Option Income Strategy ETF | +4.58% | 276.27 | $5,025.35 | -$17,145.32 |
| MSTYYieldMax MSTR Option Income Strategy ETF | +3.95% | 345.12 | $4,331.21 | -$34,366.65 |
| AIYYYieldMax AI Option Income Strategy ETF | +3.14% | 437.13 | $3,444.60 | -$17,472.17 |