equaltech

equaltech@user40215157Public
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Performance

Growth of $1,000 · 1 year

$1,266.98+$266.98 (+26.70%)

S&P 500: 1,216.72

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$1,007.76$1,010.65
Aug 13, 2025$1,010.50$1,011.65
Aug 14, 2025$1,005.13$1,013.57
Aug 15, 2025$1,008.97$1,011.83
Aug 18, 2025$1,006.98$1,011.15
Aug 19, 2025$998.25$1,008.48
Aug 20, 2025$983.87$1,003.44
Aug 21, 2025$976.62$1,000.46
Aug 22, 2025$981.83$1,016.09
Aug 25, 2025$994.99$1,010.30
Aug 26, 2025$995.58$1,009.88
Aug 27, 2025$998.64$1,017.77
Aug 28, 2025$1,004.01$1,017.87
Aug 29, 2025$1,002.73$1,013.33
Sep 2, 2025$976.89$1,006.81
Sep 3, 2025$1,003.45$1,009.22
Sep 4, 2025$1,011.56$1,016.35
Sep 5, 2025$1,022.36$1,014.80
Sep 8, 2025$1,025.88$1,020.30
Sep 9, 2025$1,024.07$1,022.28
Sep 10, 2025$1,045.74$1,025.62
Sep 11, 2025$1,038.40$1,034.14
Sep 12, 2025$1,040.29$1,034.92
Sep 15, 2025$1,063.80$1,039.35
Sep 16, 2025$1,070.57$1,040.39
Sep 17, 2025$1,067.92$1,036.58
Sep 18, 2025$1,069.48$1,042.26
Sep 19, 2025$1,075.19$1,039.64
Sep 22, 2025$1,081.30$1,048.62
Sep 23, 2025$1,093.14$1,042.91
Sep 24, 2025$1,082.94$1,039.03
Sep 25, 2025$1,064.62$1,036.36
Sep 26, 2025$1,070.36$1,040.31
Sep 29, 2025$1,073.00$1,043.71
Sep 30, 2025$1,072.52$1,042.69
Oct 1, 2025$1,070.20$1,048.84
Oct 2, 2025$1,089.53$1,051.77
Oct 3, 2025$1,084.66$1,052.35
Oct 6, 2025$1,086.03$1,054.48
Oct 7, 2025$1,096.12$1,057.40
Oct 8, 2025$1,088.34$1,056.55
Oct 9, 2025$1,096.54$1,056.98
Oct 10, 2025$1,094.60$1,036.33
Oct 13, 2025$1,073.54$1,042.39
Oct 14, 2025$1,069.82$1,043.14
Oct 15, 2025$1,084.51$1,052.07
Oct 16, 2025$1,086.86$1,036.79
Oct 17, 2025$1,075.93$1,035.98
Oct 20, 2025$1,098.79$1,055.64
Oct 21, 2025$1,098.25$1,054.51
Oct 22, 2025$1,094.45$1,052.92
Oct 23, 2025$1,087.04$1,052.98
Oct 24, 2025$1,102.15$1,066.46
Oct 27, 2025$1,131.78$1,077.56
Oct 28, 2025$1,140.05$1,078.92
Oct 29, 2025$1,153.54$1,083.19
Oct 30, 2025$1,155.61$1,073.86
Oct 31, 2025$1,158.32$1,075.88
Nov 3, 2025$1,153.83$1,074.57
Nov 4, 2025$1,134.60$1,065.59
Nov 5, 2025$1,131.40$1,064.96
Nov 6, 2025$1,135.46$1,055.83
Nov 7, 2025$1,110.33$1,042.51
Nov 10, 2025$1,140.12$1,071.58
Nov 11, 2025$1,134.45$1,068.33
Nov 12, 2025$1,136.35$1,074.63
Nov 13, 2025$1,120.90$1,066.88
Nov 14, 2025$1,083.17$1,057.57
Nov 17, 2025$1,104.11$1,046.78
Nov 18, 2025$1,097.17$1,036.38
Nov 19, 2025$1,091.25$1,042.00
Nov 20, 2025$1,129.40$1,061.63
Nov 21, 2025$1,087.74$1,039.03
Nov 24, 2025$1,123.38$1,051.59
Nov 25, 2025$1,123.36$1,052.73
Nov 26, 2025$1,136.46$1,071.12
Nov 28, 2025$1,138.58$1,074.65
Dec 1, 2025$1,136.74$1,069.74
Dec 2, 2025$1,147.79$1,071.72
Dec 3, 2025$1,136.32$1,075.50
Dec 4, 2025$1,151.41$1,073.76
Dec 5, 2025$1,148.55$1,078.69
Dec 8, 2025$1,143.16$1,075.03
Dec 9, 2025$1,140.89$1,074.10
Dec 10, 2025$1,143.97$1,075.36
Dec 11, 2025$1,138.91$1,073.54
Dec 12, 2025$1,136.28$1,072.08
Dec 15, 2025$1,118.33$1,070.46
Dec 16, 2025$1,112.97$1,067.38
Dec 17, 2025$1,122.47$1,057.65
Dec 18, 2025$1,111.52$1,063.77
Dec 19, 2025$1,121.05$1,068.24
Dec 22, 2025$1,134.44$1,076.91
Dec 23, 2025$1,133.26$1,079.47
Dec 24, 2025$1,147.79$1,085.64
Dec 26, 2025$1,148.40$1,085.53
Dec 29, 2025$1,143.14$1,081.66
Dec 30, 2025$1,141.48$1,080.34
Dec 31, 2025$1,144.15$1,072.34
Jan 2, 2026$1,137.08$1,074.30
Jan 5, 2026$1,141.16$1,081.46
Jan 6, 2026$1,144.12$1,083.76
Jan 7, 2026$1,139.32$1,089.77
Jan 8, 2026$1,148.19$1,083.36
Jan 9, 2026$1,144.93$1,087.36
Jan 12, 2026$1,156.84$1,093.16
Jan 13, 2026$1,162.25$1,092.77
Jan 14, 2026$1,147.60$1,080.13
Jan 15, 2026$1,157.44$1,088.56
Jan 16, 2026$1,153.67$1,087.65
Jan 20, 2026$1,111.35$1,065.51
Jan 21, 2026$1,113.31$1,069.34
Jan 22, 2026$1,136.27$1,083.52
Jan 23, 2026$1,140.49$1,084.42
Jan 26, 2026$1,153.17$1,089.34
Jan 27, 2026$1,160.39$1,094.15
Jan 28, 2026$1,167.16$1,094.00
Jan 29, 2026$1,165.67$1,086.72
Jan 30, 2026$1,151.52$1,088.14
Feb 2, 2026$1,162.24$1,093.55
Feb 3, 2026$1,161.37$1,084.30
Feb 4, 2026$1,146.43$1,073.59
Feb 5, 2026$1,102.50$1,064.18
Feb 6, 2026$1,108.01$1,081.18
Feb 9, 2026$1,132.69$1,091.25
Feb 10, 2026$1,135.31$1,088.38
Feb 11, 2026$1,135.01$1,086.50
Feb 12, 2026$1,125.93$1,078.06
Feb 13, 2026$1,100.41$1,076.96
Feb 17, 2026$1,089.13$1,073.80
Feb 18, 2026$1,093.19$1,079.21
Feb 19, 2026$1,091.29$1,076.36
Feb 20, 2026$1,088.61$1,083.63
Feb 23, 2026$1,100.62$1,073.08
Feb 24, 2026$1,114.73$1,081.15
Feb 25, 2026$1,126.41$1,090.04
Feb 26, 2026$1,107.24$1,083.94
Feb 27, 2026$1,097.81$1,078.74
Mar 2, 2026$1,098.50$1,079.35
Mar 3, 2026$1,089.77$1,069.84
Mar 4, 2026$1,099.96$1,077.38
Mar 5, 2026$1,095.87$1,071.38
Mar 6, 2026$1,077.54$1,057.33
Mar 9, 2026$1,094.13$1,066.60
Mar 10, 2026$1,097.08$1,064.88
Mar 11, 2026$1,102.13$1,063.55
Mar 12, 2026$1,093.28$1,047.40
Mar 13, 2026$1,087.69$1,041.47
Mar 16, 2026$1,082.69$1,052.07
Mar 17, 2026$1,085.32$1,054.83
Mar 18, 2026$1,084.20$1,040.12
Mar 19, 2026$1,062.75$1,037.55
Mar 20, 2026$1,062.41$1,019.89
Mar 23, 2026$1,058.99$1,030.60
Mar 24, 2026$1,052.38$1,027.14
Mar 25, 2026$1,056.09$1,032.87
Mar 26, 2026$1,042.33$1,014.42
Mar 27, 2026$1,015.23$997.12
Mar 30, 2026$995.61$993.79
Mar 31, 2026$1,009.14$1,022.68
Apr 1, 2026$1,049.35$1,030.38
Apr 2, 2026$1,034.31$1,029.08
Apr 6, 2026$1,058.91$1,036.18
Apr 7, 2026$1,053.52$1,036.64
Apr 8, 2026$1,103.64$1,061.90
Apr 9, 2026$1,092.82$1,069.18
Apr 10, 2026$1,106.96$1,068.47
Apr 13, 2026$1,118.47$1,078.91
Apr 14, 2026$1,129.64$1,092.06
Apr 15, 2026$1,152.37$1,100.67
Apr 16, 2026$1,172.38$1,102.38
Apr 17, 2026$1,179.45$1,119.91
Apr 20, 2026$1,177.64$1,114.48
Apr 21, 2026$1,181.59$1,115.54
Apr 22, 2026$1,179.81$1,114.21
Apr 23, 2026$1,190.16$1,115.68
Apr 24, 2026$1,189.20$1,120.93
Apr 27, 2026$1,216.27$1,124.62
Apr 28, 2026$1,204.34$1,118.66
Apr 29, 2026$1,203.52$1,116.45
Apr 30, 2026$1,227.28$1,119.44
May 1, 2026$1,229.06$1,134.07
May 4, 2026$1,231.95$1,129.09
May 5, 2026$1,238.82$1,137.19
May 6, 2026$1,247.94$1,150.40
May 7, 2026$1,278.62$1,154.87
May 8, 2026$1,279.14$1,158.31
May 11, 2026$1,277.43$1,162.57
May 12, 2026$1,272.50$1,156.91
May 13, 2026$1,273.95$1,160.41
May 14, 2026$1,298.33$1,176.56
May 15, 2026$1,295.09$1,166.09
May 18, 2026$1,285.61$1,161.55
May 19, 2026$1,280.02$1,151.54
May 20, 2026$1,270.78$1,160.56
May 21, 2026$1,275.34$1,161.30
May 22, 2026$1,284.11$1,175.01
May 26, 2026$1,282.84$1,180.32
May 27, 2026$1,284.92$1,179.72
May 28, 2026$1,296.41$1,186.01
May 29, 2026$1,298.38$1,191.82
Jun 1, 2026$1,294.85$1,192.82
Jun 2, 2026$1,284.97$1,191.13
Jun 3, 2026$1,273.74$1,193.01
Jun 4, 2026$1,269.30$1,182.23
Jun 5, 2026$1,266.92$1,183.49
Jun 8, 2026$1,239.20$1,162.44
Jun 9, 2026$1,223.85$1,160.08
Jun 10, 2026$1,216.18$1,152.73
Jun 11, 2026$1,200.01$1,141.03
Jun 12, 2026$1,213.29$1,160.98
Jun 15, 2026$1,249.43$1,186.99
Jun 16, 2026$1,242.27$1,179.91
Jun 17, 2026$1,217.07$1,165.18
Jun 18, 2026$1,239.76$1,174.27
Jun 22, 2026$1,211.52$1,170.57
Jun 23, 2026$1,190.66$1,153.57
Jun 24, 2026$1,183.88$1,153.04
Jun 25, 2026$1,157.07$1,152.00
Jun 26, 2026$1,162.75$1,146.35
Jun 29, 2026$1,190.33$1,165.24
Jun 30, 2026$1,209.93$1,174.31
Jul 1, 2026$1,214.19$1,172.73
Jul 2, 2026$1,211.62$1,171.19
Jul 6, 2026$1,232.02$1,181.41
Jul 7, 2026$1,226.53$1,175.79
Jul 8, 2026$1,226.20$1,172.16
Jul 9, 2026$1,231.81$1,182.08
Jul 10, 2026$1,240.98$1,187.18
Jul 13, 2026$1,226.64$1,178.09
Jul 14, 2026$1,237.69$1,182.27
Jul 15, 2026$1,263.72$1,186.57
Jul 16, 2026$1,241.74$1,180.53
Jul 17, 2026$1,220.64$1,168.84
Jul 20, 2026$1,223.62$1,166.95
Jul 21, 2026$1,228.72$1,176.69
Jul 22, 2026$1,222.33$1,175.64
Jul 23, 2026$1,175.47$1,160.81
Jul 24, 2026$1,175.78$1,161.99
Jul 27, 2026$1,175.67$1,162.24
Jul 28, 2026$1,182.01$1,165.02
Jul 29, 2026$1,168.33$1,147.09
Jul 30, 2026$1,193.83$1,166.37
Jul 31, 2026$1,225.36$1,174.72
Aug 3, 2026$1,261.31$1,191.45
Aug 4, 2026$1,277.83$1,212.94
Aug 5, 2026$1,263.70$1,210.51
Aug 6, 2026$1,264.84$1,208.58
Aug 7, 2026$1,269.58$1,215.97
Aug 10, 2026$1,266.98$1,216.72
PortfolioS&P 500
Time-weighted return
+26.70%
Modified Dietz return
+26.70%
Normalized wealth
1,266.98
Holdings
19

Holdings

InstrumentWeightQuantityValueUnrealized P&L
NVDANvidia Corp+15.69%4.62$1,016.93$474.45
AAPLApple Inc.+14.31%3.03$927.25$284.41
GOOGAlphabet Inc. Class C Capital Stock+13.02%2.39$844.03$447.50
GOOGLAlphabet Inc. Class A Common Stock+12.90%2.36$835.90$449.28
MSFTMicrosoft Corp+11.33%1.44$734.40$187.81
AMZNAmazon.Com Inc+8.99%2.1$582.67$175.95
TSMTaiwan Semiconductor Manufacturing Company Ltd.+6.73%1.03$435.81$258.48
METAMeta Platforms, Inc. Class A Common Stock+4.78%0.52$309.55$0.56
TSLATesla, Inc. Common Stock+3.23%0.63$209.23$56.32
WMTWalmart Inc. Common Stock+2.77%1.61$179.78$43.24
AMDAdvanced Micro Devices+2.32%0.31$150.15$119.13
ORCLOracle Corp+1.23%0.53$79.48$0.59
PGProcter & Gamble Company+1.03%0.46$66.83-$10.55
NFLXNetFlix Inc+0.99%0.85$64.11-$12.20
BLKBlackrock, Inc.+0.53%0.03$34.23$6.82
UUnity Software Inc.+0.06%0.08$3.58$1.84
LILi Auto Inc. American Depositary Shares+0.04%0.2$2.62-$3.26
NIONIO Inc. American depositary shares, each representing one Class A ordinary share+0.03%0.46$2.21$0.01
BILIBilibili Inc. American Depositary Shares+0.02%0.08$1.57-$0.18

Version history

1 merged · 0 open
  1. Merged#83 Initial change@user40215157 · Created Mar 13, 2025, 6:59 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified