Doz42

doz42@user99366341Public
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Performance

Growth of $1,000 · 1 year

$1,368.88+$368.88 (+36.89%)

S&P 500: 1,160.04

Portfolio performance over 1 year
DatePortfolioS&P 500
Sep 24, 2025$1,000.00Not available
Sep 24, 2025$1,000.00$1,000.00
Sep 25, 2025$977.60$997.42
Sep 26, 2025$987.24$1,001.23
Sep 29, 2025$986.49$1,004.50
Sep 30, 2025$988.11$1,003.52
Oct 1, 2025$992.04$1,009.44
Oct 2, 2025$1,014.74$1,012.26
Oct 3, 2025$1,011.13$1,012.82
Oct 6, 2025$1,006.86$1,014.87
Oct 7, 2025$1,004.23$1,017.67
Oct 8, 2025$1,006.79$1,016.86
Oct 9, 2025$1,018.67$1,017.27
Oct 10, 2025$1,023.85$997.40
Oct 13, 2025$1,009.36$1,003.23
Oct 14, 2025$1,004.95$1,003.96
Oct 15, 2025$1,014.70$1,012.55
Oct 16, 2025$1,011.19$997.84
Oct 17, 2025$999.89$997.06
Oct 20, 2025$1,000.05$1,015.98
Oct 21, 2025$1,001.25$1,014.90
Oct 22, 2025$999.13$1,013.37
Oct 23, 2025$990.61$1,013.42
Oct 24, 2025$1,010.54$1,026.40
Oct 27, 2025$1,026.50$1,037.08
Oct 28, 2025$1,030.22$1,038.39
Oct 29, 2025$1,055.25$1,042.50
Oct 30, 2025$1,049.84$1,033.52
Oct 31, 2025$1,045.02$1,035.46
Nov 3, 2025$1,040.07$1,034.20
Nov 4, 2025$1,021.31$1,025.56
Nov 5, 2025$1,013.60$1,024.95
Nov 6, 2025$1,014.65$1,016.17
Nov 7, 2025$982.92$1,003.35
Nov 10, 2025$1,017.21$1,031.33
Nov 11, 2025$1,008.20$1,028.20
Nov 12, 2025$1,008.48$1,034.26
Nov 13, 2025$996.25$1,026.80
Nov 14, 2025$961.64$1,017.84
Nov 17, 2025$974.61$1,007.46
Nov 18, 2025$966.27$997.45
Nov 19, 2025$969.71$1,002.86
Nov 20, 2025$1,007.33$1,021.75
Nov 21, 2025$957.04$1,000.00
Nov 24, 2025$979.13$1,012.09
Nov 25, 2025$967.84$1,013.19
Nov 26, 2025$990.34$1,030.88
Nov 28, 2025$990.87$1,034.28
Dec 1, 2025$985.00$1,029.55
Dec 2, 2025$999.57$1,031.46
Dec 3, 2025$979.95$1,035.10
Dec 4, 2025$993.07$1,033.42
Dec 5, 2025$1,002.94$1,038.17
Dec 8, 2025$1,010.65$1,034.64
Dec 9, 2025$1,009.36$1,033.75
Dec 10, 2025$1,011.32$1,034.96
Dec 11, 2025$996.70$1,033.21
Dec 12, 2025$993.13$1,031.81
Dec 15, 2025$961.41$1,030.25
Dec 16, 2025$959.19$1,027.28
Dec 17, 2025$962.34$1,017.91
Dec 18, 2025$953.12$1,023.80
Dec 19, 2025$958.79$1,028.11
Dec 22, 2025$980.65$1,036.46
Dec 23, 2025$978.26$1,038.92
Dec 24, 2025$992.81$1,044.86
Dec 26, 2025$997.41$1,044.75
Dec 29, 2025$989.90$1,041.03
Dec 30, 2025$990.70$1,039.76
Dec 31, 2025$991.11$1,032.05
Jan 2, 2026$985.95$1,033.94
Jan 5, 2026$984.87$1,040.83
Jan 6, 2026$988.94$1,043.04
Jan 7, 2026$991.09$1,048.83
Jan 8, 2026$989.67$1,042.66
Jan 9, 2026$983.46$1,046.51
Jan 12, 2026$995.74$1,052.09
Jan 13, 2026$995.98$1,051.72
Jan 14, 2026$985.74$1,039.55
Jan 15, 2026$995.22$1,047.67
Jan 16, 2026$999.42$1,046.79
Jan 20, 2026$959.46$1,025.48
Jan 21, 2026$963.98$1,029.17
Jan 22, 2026$977.04$1,042.81
Jan 23, 2026$971.18$1,043.68
Jan 26, 2026$976.66$1,048.41
Jan 27, 2026$977.94$1,053.05
Jan 28, 2026$985.88$1,052.90
Jan 29, 2026$980.07$1,045.89
Jan 30, 2026$978.04$1,047.26
Feb 2, 2026$966.42$1,052.47
Feb 3, 2026$965.83$1,043.57
Feb 4, 2026$945.77$1,033.26
Feb 5, 2026$934.22$1,024.20
Feb 6, 2026$937.89$1,040.57
Feb 9, 2026$980.21$1,050.26
Feb 10, 2026$986.34$1,047.49
Feb 11, 2026$989.17$1,045.68
Feb 12, 2026$985.68$1,037.56
Feb 13, 2026$968.73$1,036.50
Feb 17, 2026$963.67$1,033.46
Feb 18, 2026$968.44$1,038.67
Feb 19, 2026$969.28$1,035.93
Feb 20, 2026$966.99$1,042.92
Feb 23, 2026$968.14$1,032.76
Feb 24, 2026$972.66$1,040.53
Feb 25, 2026$985.28$1,049.09
Feb 26, 2026$962.43$1,043.22
Feb 27, 2026$948.28$1,038.21
Mar 2, 2026$958.34$1,038.80
Mar 3, 2026$948.27$1,029.65
Mar 4, 2026$959.53$1,036.91
Mar 5, 2026$964.28$1,031.13
Mar 6, 2026$950.22$1,017.61
Mar 9, 2026$967.22$1,026.53
Mar 10, 2026$965.82$1,024.88
Mar 11, 2026$973.94$1,023.59
Mar 12, 2026$964.01$1,008.05
Mar 13, 2026$962.41$1,002.34
Mar 16, 2026$953.90$1,012.54
Mar 17, 2026$959.33$1,015.21
Mar 18, 2026$949.25$1,001.04
Mar 19, 2026$930.68$998.57
Mar 20, 2026$936.41$981.58
Mar 23, 2026$934.37$991.88
Mar 24, 2026$929.21$988.56
Mar 25, 2026$937.20$994.06
Mar 26, 2026$925.88$976.31
Mar 27, 2026$906.44$959.66
Mar 30, 2026$886.77$956.46
Mar 31, 2026$897.16$984.26
Apr 1, 2026$928.03$991.67
Apr 2, 2026$911.53$990.42
Apr 6, 2026$932.75$997.26
Apr 7, 2026$933.45$997.70
Apr 8, 2026$968.85$1,022.01
Apr 9, 2026$960.67$1,029.01
Apr 10, 2026$967.24$1,028.33
Apr 13, 2026$990.50$1,038.38
Apr 14, 2026$997.28$1,051.03
Apr 15, 2026$1,012.75$1,059.32
Apr 16, 2026$1,020.71$1,060.97
Apr 17, 2026$1,030.33$1,077.84
Apr 20, 2026$1,033.02$1,072.61
Apr 21, 2026$1,033.90$1,073.64
Apr 22, 2026$1,036.94$1,072.36
Apr 23, 2026$1,042.64$1,073.77
Apr 24, 2026$1,039.29$1,078.82
Apr 27, 2026$1,058.63$1,082.37
Apr 28, 2026$1,035.92$1,076.63
Apr 29, 2026$1,042.35$1,074.51
Apr 30, 2026$1,042.00$1,077.39
May 1, 2026$1,035.07$1,091.47
May 4, 2026$1,032.09$1,086.67
May 5, 2026$1,036.08$1,094.47
May 6, 2026$1,042.90$1,107.18
May 7, 2026$1,054.56$1,111.49
May 8, 2026$1,058.23$1,114.79
May 11, 2026$1,070.30$1,118.89
May 12, 2026$1,063.74$1,113.45
May 13, 2026$1,071.59$1,116.82
May 14, 2026$1,079.40$1,132.36
May 15, 2026$1,087.99$1,122.29
May 18, 2026$1,072.29$1,117.91
May 19, 2026$1,062.03$1,108.28
May 20, 2026$1,064.25$1,116.96
May 21, 2026$1,069.29$1,117.68
May 22, 2026$1,074.09$1,130.87
May 26, 2026$1,066.14$1,135.98
May 27, 2026$1,057.63$1,135.40
May 28, 2026$1,070.08$1,141.46
May 29, 2026$1,095.83$1,147.05
Jun 1, 2026$1,119.09$1,148.01
Jun 2, 2026$1,127.48$1,146.38
Jun 3, 2026$1,110.10$1,148.19
Jun 4, 2026$1,075.78$1,137.82
Jun 5, 2026$1,052.73$1,139.03
Jun 8, 2026$1,045.53$1,118.77
Jun 9, 2026$1,036.03$1,116.49
Jun 10, 2026$1,026.35$1,109.42
Jun 11, 2026$1,021.71$1,098.17
Jun 12, 2026$1,027.19$1,117.37
Jun 15, 2026$1,053.34$1,142.40
Jun 16, 2026$1,037.05$1,135.59
Jun 17, 2026$1,032.96$1,121.41
Jun 18, 2026$1,052.20$1,130.15
Jun 22, 2026$1,035.09$1,126.60
Jun 23, 2026$1,009.76$1,110.24
Jun 24, 2026$1,007.86$1,109.72
Jun 25, 2026$998.52$1,108.73
Jun 26, 2026$988.70$1,103.29
Jun 29, 2026$997.31$1,121.47
Jun 30, 2026$1,009.07$1,130.20
Jul 1, 2026$1,002.24$1,128.67
Jul 2, 2026$996.21$1,127.19
Jul 6, 2026$1,005.27$1,137.02
Jul 7, 2026$1,005.30$1,131.62
Jul 8, 2026$1,021.84$1,128.13
Jul 9, 2026$1,027.09$1,137.68
Jul 10, 2026$1,039.48$1,142.58
Jul 13, 2026$1,017.86$1,133.83
Jul 14, 2026$1,030.36$1,137.86
Jul 15, 2026$1,034.98$1,141.99
Jul 16, 2026$1,016.42$1,136.18
Jul 17, 2026$1,005.74$1,124.93
Jul 20, 2026$1,006.65$1,123.12
Jul 21, 2026$1,020.48$1,132.48
Jul 22, 2026$1,030.44$1,131.47
Jul 23, 2026$1,018.63$1,117.20
Jul 24, 2026$1,010.87$1,118.33
Jul 27, 2026$1,000.07$1,118.58
Jul 28, 2026$1,000.89$1,121.25
Jul 29, 2026$979.82$1,104.00
Jul 30, 2026$1,001.83$1,122.55
Jul 31, 2026$1,014.03$1,130.59
Aug 3, 2026$1,030.95$1,146.70
Aug 4, 2026$1,059.97$1,167.37
Aug 5, 2026$1,071.38$1,165.04
Aug 6, 2026$1,070.83$1,163.18
Aug 7, 2026$1,085.83$1,170.29
Aug 10, 2026$1,075.76$1,169.94
Aug 11, 2026$1,071.82$1,166.20
Aug 12, 2026$1,085.63$1,169.13
Aug 13, 2026$1,091.93$1,177.28
Aug 14, 2026$1,078.80$1,174.95
Aug 17, 2026$1,074.38$1,169.40
Aug 18, 2026$1,058.36$1,161.50
Aug 19, 2026$1,049.80$1,163.93
Aug 20, 2026$1,047.06$1,153.75
Aug 21, 2026$1,050.59$1,158.88
Aug 24, 2026$1,034.95$1,155.47
Aug 25, 2026$1,042.25$1,159.17
Aug 26, 2026$1,038.75$1,159.42
Aug 27, 2026$1,075.93$1,167.02
Aug 28, 2026$1,057.02$1,164.37
Aug 31, 2026$1,060.73$1,160.89
Sep 1, 2026$1,048.86$1,152.92
Sep 2, 2026$1,060.35$1,158.03
Sep 3, 2026$1,070.44$1,170.15
Sep 4, 2026$1,072.75$1,165.64
Sep 8, 2026$1,068.84$1,159.24
Sep 9, 2026$1,060.34$1,153.85
Sep 10, 2026$1,044.53$1,147.03
Sep 11, 2026$1,361.51$1,156.82
Sep 14, 2026$1,339.99$1,151.55
Sep 15, 2026$1,334.80$1,146.27
Sep 16, 2026$1,337.11$1,141.22
Sep 17, 2026$1,355.22$1,154.16
Sep 18, 2026$1,364.48$1,152.78
Sep 21, 2026$1,381.06$1,170.65
Sep 22, 2026$1,385.82$1,170.60
Sep 23, 2026$1,374.41$1,162.04
Sep 24, 2026$1,368.88$1,160.04
PortfolioS&P 500
Time-weighted return
+36.89%
Modified Dietz return
+36.89%
Normalized wealth
1,368.88
Holdings
7

Holdings

InstrumentWeightQuantityValueUnrealized P&L
NVDANvidia Corp+35.57%70.67$15,821.58$5,821.79
JEPIJPMorgan Equity Premium Income ETF+34.16%268.6$15,194.74$193.39
AVGOBroadcom Inc. Common Stock+15.10%19.16$6,715.78$1,715.72
GRNYFundStrat Granny Shots US Large Cap ETF+5.99%94.2$2,663.09$663.18
ORCLOracle Corp+4.64%14.8$2,065.66-$434.35
PLTRPalantir Technologies Inc. Class A Common Stock+3.30%7.65$1,468.57$468.56
SGSweetgreen, Inc.+1.24%67.23$551.26-$449.08

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