Doz42
- Tech
- Software
Performance
Growth of $1,000 · 6 months
$1,100.42+$100.42 (+10.04%)
S&P 500: 1,114.07
| Date | Portfolio | S&P 500 |
|---|---|---|
| Feb 9, 2026 | $1,000.00 | Not available |
| Feb 9, 2026 | $1,000.00 | $1,000.00 |
| Feb 10, 2026 | $1,006.26 | $997.36 |
| Feb 11, 2026 | $1,009.14 | $995.64 |
| Feb 12, 2026 | $1,005.58 | $987.91 |
| Feb 13, 2026 | $988.29 | $986.90 |
| Feb 17, 2026 | $983.13 | $984.00 |
| Feb 18, 2026 | $987.99 | $988.96 |
| Feb 19, 2026 | $988.85 | $986.35 |
| Feb 20, 2026 | $986.51 | $993.01 |
| Feb 23, 2026 | $987.68 | $983.34 |
| Feb 24, 2026 | $992.30 | $990.74 |
| Feb 25, 2026 | $1,005.17 | $998.89 |
| Feb 26, 2026 | $981.87 | $993.30 |
| Feb 27, 2026 | $967.43 | $988.53 |
| Mar 2, 2026 | $977.69 | $989.09 |
| Mar 3, 2026 | $967.42 | $980.37 |
| Mar 4, 2026 | $978.90 | $987.29 |
| Mar 5, 2026 | $983.75 | $981.79 |
| Mar 6, 2026 | $969.41 | $968.92 |
| Mar 9, 2026 | $986.74 | $977.40 |
| Mar 10, 2026 | $985.32 | $975.83 |
| Mar 11, 2026 | $993.60 | $974.61 |
| Mar 12, 2026 | $983.47 | $959.81 |
| Mar 13, 2026 | $981.84 | $954.38 |
| Mar 16, 2026 | $973.16 | $964.09 |
| Mar 17, 2026 | $978.70 | $966.63 |
| Mar 18, 2026 | $968.42 | $953.14 |
| Mar 19, 2026 | $949.47 | $950.79 |
| Mar 20, 2026 | $955.31 | $934.61 |
| Mar 23, 2026 | $953.24 | $944.42 |
| Mar 24, 2026 | $947.97 | $941.25 |
| Mar 25, 2026 | $956.12 | $946.49 |
| Mar 26, 2026 | $944.58 | $929.59 |
| Mar 27, 2026 | $924.74 | $913.74 |
| Mar 30, 2026 | $904.68 | $910.69 |
| Mar 31, 2026 | $915.27 | $937.16 |
| Apr 1, 2026 | $946.77 | $944.22 |
| Apr 2, 2026 | $929.93 | $943.03 |
| Apr 6, 2026 | $951.58 | $949.54 |
| Apr 7, 2026 | $952.29 | $949.95 |
| Apr 8, 2026 | $988.41 | $973.10 |
| Apr 9, 2026 | $980.07 | $979.77 |
| Apr 10, 2026 | $986.77 | $979.12 |
| Apr 13, 2026 | $1,010.50 | $988.69 |
| Apr 14, 2026 | $1,017.41 | $1,000.73 |
| Apr 15, 2026 | $1,033.20 | $1,008.63 |
| Apr 16, 2026 | $1,041.31 | $1,010.20 |
| Apr 17, 2026 | $1,051.14 | $1,026.26 |
| Apr 20, 2026 | $1,053.88 | $1,021.28 |
| Apr 21, 2026 | $1,054.77 | $1,022.26 |
| Apr 22, 2026 | $1,057.88 | $1,021.04 |
| Apr 23, 2026 | $1,063.69 | $1,022.38 |
| Apr 24, 2026 | $1,060.28 | $1,027.20 |
| Apr 27, 2026 | $1,080.00 | $1,030.58 |
| Apr 28, 2026 | $1,056.84 | $1,025.11 |
| Apr 29, 2026 | $1,063.39 | $1,023.09 |
| Apr 30, 2026 | $1,063.04 | $1,025.83 |
| May 1, 2026 | $1,055.97 | $1,039.24 |
| May 4, 2026 | $1,052.93 | $1,034.67 |
| May 5, 2026 | $1,057.00 | $1,042.09 |
| May 6, 2026 | $1,063.95 | $1,054.20 |
| May 7, 2026 | $1,075.85 | $1,058.30 |
| May 8, 2026 | $1,079.59 | $1,061.45 |
| May 11, 2026 | $1,091.91 | $1,065.35 |
| May 12, 2026 | $1,085.22 | $1,060.16 |
| May 13, 2026 | $1,093.22 | $1,063.38 |
| May 14, 2026 | $1,101.20 | $1,078.17 |
| May 15, 2026 | $1,109.95 | $1,068.58 |
| May 18, 2026 | $1,093.94 | $1,064.41 |
| May 19, 2026 | $1,083.48 | $1,055.24 |
| May 20, 2026 | $1,085.73 | $1,063.51 |
| May 21, 2026 | $1,090.88 | $1,064.19 |
| May 22, 2026 | $1,095.78 | $1,076.75 |
| May 26, 2026 | $1,087.66 | $1,081.62 |
| May 27, 2026 | $1,078.98 | $1,081.07 |
| May 28, 2026 | $1,091.69 | $1,086.84 |
| May 29, 2026 | $1,117.96 | $1,092.16 |
| Jun 1, 2026 | $1,141.69 | $1,093.08 |
| Jun 2, 2026 | $1,150.24 | $1,091.52 |
| Jun 3, 2026 | $1,132.51 | $1,093.25 |
| Jun 4, 2026 | $1,097.50 | $1,083.37 |
| Jun 5, 2026 | $1,073.99 | $1,084.53 |
| Jun 8, 2026 | $1,066.64 | $1,065.24 |
| Jun 9, 2026 | $1,056.95 | $1,063.07 |
| Jun 10, 2026 | $1,047.07 | $1,056.33 |
| Jun 11, 2026 | $1,042.34 | $1,045.61 |
| Jun 12, 2026 | $1,047.93 | $1,063.90 |
| Jun 15, 2026 | $1,074.61 | $1,087.73 |
| Jun 16, 2026 | $1,057.99 | $1,081.25 |
| Jun 17, 2026 | $1,053.81 | $1,067.74 |
| Jun 18, 2026 | $1,073.45 | $1,076.07 |
| Jun 22, 2026 | $1,055.99 | $1,072.69 |
| Jun 23, 2026 | $1,030.15 | $1,057.11 |
| Jun 24, 2026 | $1,028.21 | $1,056.62 |
| Jun 25, 2026 | $1,018.68 | $1,055.67 |
| Jun 26, 2026 | $1,008.67 | $1,050.49 |
| Jun 29, 2026 | $1,017.45 | $1,067.80 |
| Jun 30, 2026 | $1,029.45 | $1,076.11 |
| Jul 1, 2026 | $1,022.48 | $1,074.66 |
| Jul 2, 2026 | $1,016.32 | $1,073.25 |
| Jul 6, 2026 | $1,025.57 | $1,082.61 |
| Jul 7, 2026 | $1,025.59 | $1,077.47 |
| Jul 8, 2026 | $1,042.47 | $1,074.14 |
| Jul 9, 2026 | $1,047.83 | $1,083.23 |
| Jul 10, 2026 | $1,060.46 | $1,087.90 |
| Jul 13, 2026 | $1,038.42 | $1,079.57 |
| Jul 14, 2026 | $1,051.17 | $1,083.41 |
| Jul 15, 2026 | $1,055.87 | $1,087.35 |
| Jul 16, 2026 | $1,036.94 | $1,081.81 |
| Jul 17, 2026 | $1,026.05 | $1,071.10 |
| Jul 20, 2026 | $1,026.97 | $1,069.37 |
| Jul 21, 2026 | $1,041.09 | $1,078.29 |
| Jul 22, 2026 | $1,051.25 | $1,077.33 |
| Jul 23, 2026 | $1,039.20 | $1,063.74 |
| Jul 24, 2026 | $1,031.28 | $1,064.82 |
| Jul 27, 2026 | $1,020.26 | $1,065.05 |
| Jul 28, 2026 | $1,021.10 | $1,067.60 |
| Jul 29, 2026 | $999.61 | $1,051.17 |
| Jul 30, 2026 | $1,022.06 | $1,068.83 |
| Jul 31, 2026 | $1,034.50 | $1,076.49 |
| Aug 3, 2026 | $1,051.76 | $1,091.82 |
| Aug 4, 2026 | $1,081.37 | $1,111.51 |
| Aug 5, 2026 | $1,093.01 | $1,109.29 |
| Aug 6, 2026 | $1,092.45 | $1,107.51 |
| Aug 7, 2026 | $1,107.75 | $1,114.29 |
| Aug 10, 2026 | $1,100.42 | $1,114.07 |
PortfolioS&P 500
- Time-weighted return
- +10.04%
- Modified Dietz return
- +10.04%
- Normalized wealth
- 1,100.42
- Holdings
- 7
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
| JEPIJPMorgan Equity Premium Income ETF | +33.91% | 268.6 | $15,482.14 | $480.80 |
 NVDANvidia Corp | +33.87% | 70.67 | $15,459.04 | $5,459.25 |
 AVGOBroadcom Inc. Common Stock | +17.76% | 19.16 | $8,107.78 | $3,107.72 |
| GRNYFundStrat Granny Shots US Large Cap ETF | +5.76% | 94.2 | $2,631.06 | $631.15 |
 ORCLOracle Corp | +4.91% | 14.8 | $2,241.32 | -$258.69 |
 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 |