Doz42

doz42@user99366341Public
  • Tech
  • Software

Performance

Growth of $1,000 · 1 year

$1,126.25+$126.25 (+12.62%)

S&P 500: 1,215.74

Portfolio performance over 1 year
DatePortfolioS&P 500
Aug 11, 2025$1,000.00Not available
Aug 11, 2025$1,000.00$1,000.00
Aug 12, 2025$1,006.59$1,010.65
Aug 13, 2025$1,014.32$1,011.65
Aug 14, 2025$999.10$1,013.57
Aug 15, 2025$1,000.31$1,011.83
Aug 18, 2025$1,002.74$1,011.15
Aug 19, 2025$996.89$1,008.48
Aug 20, 2025$978.24$1,003.44
Aug 21, 2025$973.87$1,000.46
Aug 22, 2025$975.88$1,016.09
Aug 25, 2025$984.41$1,010.30
Aug 26, 2025$988.17$1,009.88
Aug 27, 2025$990.42$1,017.77
Aug 28, 2025$995.41$1,017.87
Aug 29, 2025$990.90$1,013.33
Sep 2, 2025$959.71$1,006.81
Sep 3, 2025$966.95$1,009.22
Sep 4, 2025$967.77$1,016.35
Sep 5, 2025$992.32$1,014.80
Sep 8, 2025$994.50$1,020.30
Sep 9, 2025$994.19$1,022.28
Sep 10, 2025$1,041.93$1,025.62
Sep 11, 2025$1,051.54$1,034.14
Sep 12, 2025$1,040.75$1,034.92
Sep 15, 2025$1,039.51$1,039.35
Sep 16, 2025$1,047.72$1,040.39
Sep 17, 2025$1,035.09$1,036.58
Sep 18, 2025$1,034.01$1,042.26
Sep 19, 2025$1,035.30$1,039.64
Sep 22, 2025$1,035.99$1,048.62
Sep 23, 2025$1,053.04$1,042.91
Sep 24, 2025$1,044.01$1,039.03
Sep 25, 2025$1,020.62$1,036.36
Sep 26, 2025$1,030.70$1,040.31
Sep 29, 2025$1,029.90$1,043.71
Sep 30, 2025$1,031.61$1,042.69
Oct 1, 2025$1,035.70$1,048.84
Oct 2, 2025$1,059.40$1,051.77
Oct 3, 2025$1,055.64$1,052.35
Oct 6, 2025$1,051.17$1,054.48
Oct 7, 2025$1,048.43$1,057.40
Oct 8, 2025$1,051.10$1,056.55
Oct 9, 2025$1,063.51$1,056.98
Oct 10, 2025$1,068.91$1,036.33
Oct 13, 2025$1,053.79$1,042.39
Oct 14, 2025$1,049.18$1,043.14
Oct 15, 2025$1,059.36$1,052.07
Oct 16, 2025$1,055.70$1,036.79
Oct 17, 2025$1,043.90$1,035.98
Oct 20, 2025$1,044.06$1,055.64
Oct 21, 2025$1,045.31$1,054.51
Oct 22, 2025$1,043.10$1,052.92
Oct 23, 2025$1,034.21$1,052.98
Oct 24, 2025$1,055.02$1,066.46
Oct 27, 2025$1,071.68$1,077.56
Oct 28, 2025$1,075.56$1,078.92
Oct 29, 2025$1,101.69$1,083.19
Oct 30, 2025$1,096.04$1,073.86
Oct 31, 2025$1,091.01$1,075.88
Nov 3, 2025$1,085.85$1,074.57
Nov 4, 2025$1,066.26$1,065.59
Nov 5, 2025$1,058.21$1,064.96
Nov 6, 2025$1,059.31$1,055.83
Nov 7, 2025$1,026.18$1,042.51
Nov 10, 2025$1,061.98$1,071.58
Nov 11, 2025$1,052.58$1,068.33
Nov 12, 2025$1,052.86$1,074.63
Nov 13, 2025$1,040.10$1,066.88
Nov 14, 2025$1,003.96$1,057.57
Nov 17, 2025$1,017.51$1,046.78
Nov 18, 2025$1,008.80$1,036.38
Nov 19, 2025$1,012.39$1,042.00
Nov 20, 2025$1,051.67$1,061.63
Nov 21, 2025$999.17$1,039.03
Nov 24, 2025$1,022.22$1,051.59
Nov 25, 2025$1,010.44$1,052.73
Nov 26, 2025$1,033.93$1,071.12
Nov 28, 2025$1,034.48$1,074.65
Dec 1, 2025$1,028.36$1,069.74
Dec 2, 2025$1,043.57$1,071.72
Dec 3, 2025$1,023.08$1,075.50
Dec 4, 2025$1,036.78$1,073.76
Dec 5, 2025$1,047.09$1,078.69
Dec 8, 2025$1,055.13$1,075.03
Dec 9, 2025$1,053.78$1,074.10
Dec 10, 2025$1,055.83$1,075.36
Dec 11, 2025$1,040.57$1,073.54
Dec 12, 2025$1,036.84$1,072.08
Dec 15, 2025$1,003.72$1,070.46
Dec 16, 2025$1,001.41$1,067.38
Dec 17, 2025$1,004.70$1,057.65
Dec 18, 2025$995.07$1,063.77
Dec 19, 2025$1,000.99$1,068.24
Dec 22, 2025$1,023.81$1,076.91
Dec 23, 2025$1,021.32$1,079.47
Dec 24, 2025$1,036.51$1,085.64
Dec 26, 2025$1,041.31$1,085.53
Dec 29, 2025$1,033.47$1,081.66
Dec 30, 2025$1,034.31$1,080.34
Dec 31, 2025$1,034.73$1,072.34
Jan 2, 2026$1,029.34$1,074.30
Jan 5, 2026$1,028.22$1,081.46
Jan 6, 2026$1,032.46$1,083.76
Jan 7, 2026$1,034.72$1,089.77
Jan 8, 2026$1,033.23$1,083.36
Jan 9, 2026$1,026.74$1,087.36
Jan 12, 2026$1,039.56$1,093.16
Jan 13, 2026$1,039.82$1,092.77
Jan 14, 2026$1,029.12$1,080.13
Jan 15, 2026$1,039.03$1,088.56
Jan 16, 2026$1,043.40$1,087.65
Jan 20, 2026$1,001.69$1,065.51
Jan 21, 2026$1,006.40$1,069.34
Jan 22, 2026$1,020.05$1,083.52
Jan 23, 2026$1,013.93$1,084.42
Jan 26, 2026$1,019.64$1,089.34
Jan 27, 2026$1,020.99$1,094.15
Jan 28, 2026$1,029.27$1,094.00
Jan 29, 2026$1,023.20$1,086.72
Jan 30, 2026$1,021.09$1,088.14
Feb 2, 2026$1,008.95$1,093.55
Feb 3, 2026$1,008.34$1,084.30
Feb 4, 2026$987.40$1,073.59
Feb 5, 2026$975.34$1,064.18
Feb 6, 2026$979.16$1,081.18
Feb 9, 2026$1,023.35$1,091.25
Feb 10, 2026$1,029.76$1,088.38
Feb 11, 2026$1,032.71$1,086.50
Feb 12, 2026$1,029.07$1,078.06
Feb 13, 2026$1,011.37$1,076.96
Feb 17, 2026$1,006.09$1,073.80
Feb 18, 2026$1,011.06$1,079.21
Feb 19, 2026$1,011.94$1,076.36
Feb 20, 2026$1,009.55$1,083.63
Feb 23, 2026$1,010.75$1,073.08
Feb 24, 2026$1,015.47$1,081.15
Feb 25, 2026$1,028.64$1,090.04
Feb 26, 2026$1,004.79$1,083.94
Feb 27, 2026$990.02$1,078.74
Mar 2, 2026$1,000.52$1,079.35
Mar 3, 2026$990.01$1,069.84
Mar 4, 2026$1,001.76$1,077.38
Mar 5, 2026$1,006.72$1,071.38
Mar 6, 2026$992.04$1,057.33
Mar 9, 2026$1,009.79$1,066.60
Mar 10, 2026$1,008.33$1,064.88
Mar 11, 2026$1,016.80$1,063.55
Mar 12, 2026$1,006.44$1,047.40
Mar 13, 2026$1,004.77$1,041.47
Mar 16, 2026$995.89$1,052.07
Mar 17, 2026$1,001.56$1,054.83
Mar 18, 2026$991.03$1,040.12
Mar 19, 2026$971.64$1,037.55
Mar 20, 2026$977.62$1,019.89
Mar 23, 2026$975.50$1,030.60
Mar 24, 2026$970.11$1,027.14
Mar 25, 2026$978.44$1,032.87
Mar 26, 2026$966.63$1,014.42
Mar 27, 2026$946.33$997.12
Mar 30, 2026$925.80$993.79
Mar 31, 2026$936.65$1,022.68
Apr 1, 2026$968.88$1,030.38
Apr 2, 2026$951.65$1,029.08
Apr 6, 2026$973.80$1,036.18
Apr 7, 2026$974.53$1,036.64
Apr 8, 2026$1,011.49$1,061.90
Apr 9, 2026$1,002.95$1,069.18
Apr 10, 2026$1,009.81$1,068.47
Apr 13, 2026$1,034.10$1,078.91
Apr 14, 2026$1,041.17$1,092.06
Apr 15, 2026$1,057.33$1,100.67
Apr 16, 2026$1,065.63$1,102.38
Apr 17, 2026$1,075.68$1,119.91
Apr 20, 2026$1,078.49$1,114.48
Apr 21, 2026$1,079.40$1,115.54
Apr 22, 2026$1,082.58$1,114.21
Apr 23, 2026$1,088.53$1,115.68
Apr 24, 2026$1,085.04$1,120.93
Apr 27, 2026$1,105.22$1,124.62
Apr 28, 2026$1,081.52$1,118.66
Apr 29, 2026$1,088.22$1,116.45
Apr 30, 2026$1,087.86$1,119.44
May 1, 2026$1,080.63$1,134.07
May 4, 2026$1,077.52$1,129.09
May 5, 2026$1,081.69$1,137.19
May 6, 2026$1,088.80$1,150.40
May 7, 2026$1,100.98$1,154.87
May 8, 2026$1,104.80$1,158.31
May 11, 2026$1,117.41$1,162.57
May 12, 2026$1,110.56$1,156.91
May 13, 2026$1,118.75$1,160.41
May 14, 2026$1,126.91$1,176.56
May 15, 2026$1,135.87$1,166.09
May 18, 2026$1,119.48$1,161.55
May 19, 2026$1,108.78$1,151.54
May 20, 2026$1,111.09$1,160.56
May 21, 2026$1,116.35$1,161.30
May 22, 2026$1,121.37$1,175.01
May 26, 2026$1,113.06$1,180.32
May 27, 2026$1,104.18$1,179.72
May 28, 2026$1,117.18$1,186.01
May 29, 2026$1,144.06$1,191.82
Jun 1, 2026$1,168.35$1,192.82
Jun 2, 2026$1,177.10$1,191.13
Jun 3, 2026$1,158.96$1,193.01
Jun 4, 2026$1,123.13$1,182.23
Jun 5, 2026$1,099.07$1,183.49
Jun 8, 2026$1,091.54$1,162.44
Jun 9, 2026$1,081.63$1,160.08
Jun 10, 2026$1,071.52$1,152.73
Jun 11, 2026$1,066.68$1,141.03
Jun 12, 2026$1,072.40$1,160.98
Jun 15, 2026$1,099.71$1,186.99
Jun 16, 2026$1,082.70$1,179.91
Jun 17, 2026$1,078.42$1,165.18
Jun 18, 2026$1,098.51$1,174.27
Jun 22, 2026$1,080.65$1,170.57
Jun 23, 2026$1,054.21$1,153.57
Jun 24, 2026$1,052.22$1,153.04
Jun 25, 2026$1,042.47$1,152.00
Jun 26, 2026$1,032.22$1,146.35
Jun 29, 2026$1,041.20$1,165.24
Jun 30, 2026$1,053.49$1,174.31
Jul 1, 2026$1,046.35$1,172.73
Jul 2, 2026$1,040.05$1,171.19
Jul 6, 2026$1,049.52$1,181.41
Jul 7, 2026$1,049.54$1,175.79
Jul 8, 2026$1,066.81$1,172.16
Jul 9, 2026$1,072.30$1,182.08
Jul 10, 2026$1,085.23$1,187.18
Jul 13, 2026$1,062.66$1,178.09
Jul 14, 2026$1,075.71$1,182.27
Jul 15, 2026$1,080.53$1,186.57
Jul 16, 2026$1,061.15$1,180.53
Jul 17, 2026$1,050.01$1,168.84
Jul 20, 2026$1,050.96$1,166.95
Jul 21, 2026$1,065.40$1,176.69
Jul 22, 2026$1,075.79$1,175.64
Jul 23, 2026$1,063.47$1,160.81
Jul 24, 2026$1,055.36$1,161.99
Jul 27, 2026$1,044.08$1,162.24
Jul 28, 2026$1,044.94$1,165.02
Jul 29, 2026$1,022.95$1,147.09
Jul 30, 2026$1,045.92$1,166.37
Jul 31, 2026$1,058.66$1,174.72
Aug 3, 2026$1,076.32$1,191.45
Aug 4, 2026$1,106.62$1,212.94
Aug 5, 2026$1,118.54$1,210.51
Aug 6, 2026$1,117.96$1,208.58
Aug 7, 2026$1,133.62$1,215.97
Aug 10, 2026$1,126.25$1,215.74
PortfolioS&P 500
Time-weighted return
+12.62%
Modified Dietz return
+12.62%
Normalized wealth
1,126.25
Holdings
7

Holdings

InstrumentWeightQuantityValueUnrealized P&L
JEPIJPMorgan Equity Premium Income ETF+33.91%268.6$15,482.14$480.80
NVDANvidia Corp+33.86%70.67$15,457.63$5,457.84
AVGOBroadcom Inc. Common Stock+17.77%19.16$8,112.95$3,112.90
GRNYFundStrat Granny Shots US Large Cap ETF+5.76%94.2$2,631.06$631.15
ORCLOracle Corp+4.91%14.8$2,242.36-$257.65
PLTRPalantir Technologies Inc. Class A Common Stock+2.98%7.65$1,359.83$359.82
SGSweetgreen, Inc.+0.81%67.23$368.40-$631.93

Version history

1 merged · 0 open
  1. Merged#153 Initial change@user99366341 · Created Jun 4, 2025, 6:49 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified