equaltech

equaltech@user40215157Public
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Consumer discretionary goods
#4 / 12
Cloud
#5 / 11
Software
#6 / 17
Hardware
#7 / 12
Technology
#8 / 24
Rankings
#9

Performance

Growth of $1,000 · 1 year

$1,441.42+$441.42 (+44.14%)

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$983.08$997.42
Sep 26, 2025$988.39$1,001.23
Sep 29, 2025$990.83$1,004.50
Sep 30, 2025$990.38$1,003.52
Oct 1, 2025$988.23$1,009.44
Oct 2, 2025$1,006.09$1,012.26
Oct 3, 2025$1,001.59$1,012.82
Oct 6, 2025$1,002.86$1,014.87
Oct 7, 2025$1,012.17$1,017.67
Oct 8, 2025$1,004.98$1,016.86
Oct 9, 2025$1,012.56$1,017.27
Oct 10, 2025$1,010.77$997.40
Oct 13, 2025$991.32$1,003.23
Oct 14, 2025$987.89$1,003.96
Oct 15, 2025$1,001.45$1,012.55
Oct 16, 2025$1,003.62$997.84
Oct 17, 2025$993.53$997.06
Oct 20, 2025$1,014.63$1,015.98
Oct 21, 2025$1,014.14$1,014.90
Oct 22, 2025$1,010.62$1,013.37
Oct 23, 2025$1,003.78$1,013.42
Oct 24, 2025$1,017.73$1,026.40
Oct 27, 2025$1,045.10$1,037.08
Oct 28, 2025$1,052.74$1,038.39
Oct 29, 2025$1,065.19$1,042.50
Oct 30, 2025$1,067.11$1,033.52
Oct 31, 2025$1,069.61$1,035.46
Nov 3, 2025$1,065.46$1,034.20
Nov 4, 2025$1,047.70$1,025.56
Nov 5, 2025$1,044.74$1,024.95
Nov 6, 2025$1,048.50$1,016.17
Nov 7, 2025$1,025.29$1,003.35
Nov 10, 2025$1,052.80$1,031.33
Nov 11, 2025$1,047.56$1,028.20
Nov 12, 2025$1,049.32$1,034.26
Nov 13, 2025$1,035.05$1,026.80
Nov 14, 2025$1,000.21$1,017.84
Nov 17, 2025$1,019.55$1,007.46
Nov 18, 2025$1,013.14$997.45
Nov 19, 2025$1,007.68$1,002.86
Nov 20, 2025$1,042.90$1,021.75
Nov 21, 2025$1,004.43$1,000.00
Nov 24, 2025$1,037.35$1,012.09
Nov 25, 2025$1,037.32$1,013.19
Nov 26, 2025$1,049.43$1,030.88
Nov 28, 2025$1,051.38$1,034.28
Dec 1, 2025$1,049.68$1,029.55
Dec 2, 2025$1,059.88$1,031.46
Dec 3, 2025$1,049.29$1,035.10
Dec 4, 2025$1,063.22$1,033.42
Dec 5, 2025$1,060.58$1,038.17
Dec 8, 2025$1,055.61$1,034.64
Dec 9, 2025$1,053.51$1,033.75
Dec 10, 2025$1,056.35$1,034.96
Dec 11, 2025$1,051.68$1,033.21
Dec 12, 2025$1,049.25$1,031.81
Dec 15, 2025$1,032.68$1,030.25
Dec 16, 2025$1,027.73$1,027.28
Dec 17, 2025$1,036.50$1,017.91
Dec 18, 2025$1,026.39$1,023.80
Dec 19, 2025$1,035.19$1,028.11
Dec 22, 2025$1,047.55$1,036.46
Dec 23, 2025$1,046.46$1,038.92
Dec 24, 2025$1,059.88$1,044.86
Dec 26, 2025$1,060.44$1,044.75
Dec 29, 2025$1,055.59$1,041.03
Dec 30, 2025$1,054.05$1,039.76
Dec 31, 2025$1,056.52$1,032.05
Jan 2, 2026$1,049.99$1,033.94
Jan 5, 2026$1,053.76$1,040.83
Jan 6, 2026$1,056.50$1,043.04
Jan 7, 2026$1,052.06$1,048.83
Jan 8, 2026$1,060.25$1,042.66
Jan 9, 2026$1,057.25$1,046.51
Jan 12, 2026$1,068.24$1,052.09
Jan 13, 2026$1,073.23$1,051.72
Jan 14, 2026$1,059.71$1,039.55
Jan 15, 2026$1,068.79$1,047.67
Jan 16, 2026$1,065.31$1,046.79
Jan 20, 2026$1,026.24$1,025.48
Jan 21, 2026$1,028.04$1,029.17
Jan 22, 2026$1,049.24$1,042.81
Jan 23, 2026$1,053.14$1,043.68
Jan 26, 2026$1,064.85$1,048.41
Jan 27, 2026$1,071.52$1,053.05
Jan 28, 2026$1,077.77$1,052.90
Jan 29, 2026$1,076.40$1,045.89
Jan 30, 2026$1,063.33$1,047.26
Feb 2, 2026$1,073.23$1,052.47
Feb 3, 2026$1,072.43$1,043.57
Feb 4, 2026$1,058.62$1,033.26
Feb 5, 2026$1,018.06$1,024.20
Feb 6, 2026$1,023.15$1,040.57
Feb 9, 2026$1,045.94$1,050.26
Feb 10, 2026$1,048.36$1,047.49
Feb 11, 2026$1,048.08$1,045.68
Feb 12, 2026$1,039.70$1,037.56
Feb 13, 2026$1,016.13$1,036.50
Feb 17, 2026$1,005.71$1,033.46
Feb 18, 2026$1,009.47$1,038.67
Feb 19, 2026$1,007.71$1,035.93
Feb 20, 2026$1,005.24$1,042.92
Feb 23, 2026$1,016.33$1,032.76
Feb 24, 2026$1,029.36$1,040.53
Feb 25, 2026$1,040.14$1,049.09
Feb 26, 2026$1,022.44$1,043.22
Feb 27, 2026$1,013.73$1,038.21
Mar 2, 2026$1,014.37$1,038.80
Mar 3, 2026$1,006.31$1,029.65
Mar 4, 2026$1,015.72$1,036.91
Mar 5, 2026$1,011.94$1,031.13
Mar 6, 2026$995.01$1,017.61
Mar 9, 2026$1,010.33$1,026.53
Mar 10, 2026$1,013.06$1,024.88
Mar 11, 2026$1,017.72$1,023.59
Mar 12, 2026$1,009.55$1,008.05
Mar 13, 2026$1,004.39$1,002.34
Mar 16, 2026$999.77$1,012.54
Mar 17, 2026$1,002.20$1,015.21
Mar 18, 2026$1,001.16$1,001.04
Mar 19, 2026$981.36$998.57
Mar 20, 2026$981.04$981.58
Mar 23, 2026$977.89$991.88
Mar 24, 2026$971.78$988.56
Mar 25, 2026$975.20$994.06
Mar 26, 2026$962.50$976.31
Mar 27, 2026$937.48$959.66
Mar 30, 2026$919.35$956.46
Mar 31, 2026$931.85$984.26
Apr 1, 2026$968.98$991.67
Apr 2, 2026$955.10$990.42
Apr 6, 2026$977.81$997.26
Apr 7, 2026$972.83$997.70
Apr 8, 2026$1,019.12$1,022.01
Apr 9, 2026$1,009.12$1,029.01
Apr 10, 2026$1,022.18$1,028.33
Apr 13, 2026$1,032.81$1,038.38
Apr 14, 2026$1,043.13$1,051.03
Apr 15, 2026$1,064.11$1,059.32
Apr 16, 2026$1,082.59$1,060.97
Apr 17, 2026$1,089.12$1,077.84
Apr 20, 2026$1,087.45$1,072.61
Apr 21, 2026$1,091.10$1,073.64
Apr 22, 2026$1,089.45$1,072.36
Apr 23, 2026$1,099.00$1,073.77
Apr 24, 2026$1,098.12$1,078.82
Apr 27, 2026$1,123.12$1,082.37
Apr 28, 2026$1,112.10$1,076.63
Apr 29, 2026$1,111.34$1,074.51
Apr 30, 2026$1,133.28$1,077.39
May 1, 2026$1,134.93$1,091.47
May 4, 2026$1,137.60$1,086.67
May 5, 2026$1,143.94$1,094.47
May 6, 2026$1,152.36$1,107.18
May 7, 2026$1,180.70$1,111.49
May 8, 2026$1,181.17$1,114.79
May 11, 2026$1,179.59$1,118.89
May 12, 2026$1,175.05$1,113.45
May 13, 2026$1,176.38$1,116.82
May 14, 2026$1,198.89$1,132.36
May 15, 2026$1,195.90$1,122.29
May 18, 2026$1,187.15$1,117.91
May 19, 2026$1,181.99$1,108.28
May 20, 2026$1,173.45$1,116.96
May 21, 2026$1,177.67$1,117.68
May 22, 2026$1,185.76$1,130.87
May 26, 2026$1,184.59$1,135.98
May 27, 2026$1,186.51$1,135.40
May 28, 2026$1,197.12$1,141.46
May 29, 2026$1,198.94$1,147.05
Jun 1, 2026$1,195.68$1,148.01
Jun 2, 2026$1,186.56$1,146.38
Jun 3, 2026$1,176.19$1,148.19
Jun 4, 2026$1,172.09$1,137.82
Jun 5, 2026$1,169.89$1,139.03
Jun 8, 2026$1,144.29$1,118.77
Jun 9, 2026$1,130.12$1,116.49
Jun 10, 2026$1,123.04$1,109.42
Jun 11, 2026$1,108.11$1,098.17
Jun 12, 2026$1,120.36$1,117.37
Jun 15, 2026$1,153.74$1,142.40
Jun 16, 2026$1,147.13$1,135.59
Jun 17, 2026$1,123.86$1,121.41
Jun 18, 2026$1,144.81$1,130.15
Jun 22, 2026$1,118.73$1,126.60
Jun 23, 2026$1,099.47$1,110.24
Jun 24, 2026$1,093.21$1,109.72
Jun 25, 2026$1,068.45$1,108.73
Jun 26, 2026$1,073.69$1,103.29
Jun 29, 2026$1,099.17$1,121.47
Jun 30, 2026$1,117.26$1,130.20
Jul 1, 2026$1,121.20$1,128.67
Jul 2, 2026$1,118.83$1,127.19
Jul 6, 2026$1,137.66$1,137.02
Jul 7, 2026$1,132.59$1,131.62
Jul 8, 2026$1,132.29$1,128.13
Jul 9, 2026$1,137.47$1,137.68
Jul 10, 2026$1,145.93$1,142.58
Jul 13, 2026$1,132.70$1,133.83
Jul 14, 2026$1,142.90$1,137.86
Jul 15, 2026$1,166.93$1,141.99
Jul 16, 2026$1,146.64$1,136.18
Jul 17, 2026$1,127.15$1,124.93
Jul 20, 2026$1,129.90$1,123.12
Jul 21, 2026$1,134.62$1,132.48
Jul 22, 2026$1,128.72$1,131.47
Jul 23, 2026$1,085.45$1,117.20
Jul 24, 2026$1,085.73$1,118.33
Jul 27, 2026$1,085.63$1,118.58
Jul 28, 2026$1,091.48$1,121.25
Jul 29, 2026$1,078.85$1,104.00
Jul 30, 2026$1,102.40$1,122.55
Jul 31, 2026$1,131.51$1,130.59
Aug 3, 2026$1,164.71$1,146.70
Aug 4, 2026$1,179.96$1,167.37
Aug 5, 2026$1,166.92$1,165.04
Aug 6, 2026$1,167.97$1,163.18
Aug 7, 2026$1,172.34$1,170.29
Aug 10, 2026$1,170.18$1,169.94
Aug 11, 2026$1,154.97$1,166.20
Aug 12, 2026$1,154.71$1,169.13
Aug 13, 2026$1,163.66$1,177.28
Aug 14, 2026$1,162.31$1,174.95
Aug 17, 2026$1,152.81$1,169.40
Aug 18, 2026$1,143.60$1,161.50
Aug 19, 2026$1,149.79$1,163.93
Aug 20, 2026$1,137.08$1,153.75
Aug 21, 2026$1,184.66$1,158.88
Aug 24, 2026$1,182.55$1,155.47
Aug 25, 2026$1,189.75$1,159.17
Aug 26, 2026$1,185.99$1,159.42
Aug 27, 2026$1,202.67$1,167.02
Aug 28, 2026$1,205.34$1,164.37
Aug 31, 2026$1,198.10$1,160.89
Sep 1, 2026$1,190.92$1,152.92
Sep 2, 2026$1,199.26$1,158.03
Sep 3, 2026$1,219.49$1,170.15
Sep 4, 2026$1,211.17$1,165.64
Sep 8, 2026$1,247.09$1,159.24
Sep 9, 2026$1,239.69$1,153.85
Sep 10, 2026$1,238.89$1,147.03
Sep 11, 2026$1,413.24$1,156.82
Sep 14, 2026$1,415.17$1,151.55
Sep 15, 2026$1,406.16$1,146.27
Sep 16, 2026$1,405.73$1,141.22
Sep 17, 2026$1,426.37$1,154.16
Sep 18, 2026$1,427.91$1,152.78
Sep 21, 2026$1,457.33$1,170.65
Sep 22, 2026$1,456.12$1,170.60
Sep 23, 2026$1,438.03$1,162.04
Sep 24, 2026$1,441.42$1,160.04
PortfolioS&P 500
Time-weighted return
+44.14%
Modified Dietz return
+44.14%
Normalized wealth
1,441.42
Holdings
19

Holdings

InstrumentWeightQuantityValueUnrealized P&L
NVDANvidia Corp+15.63%4.62$1,035.79$493.32
AAPLApple Inc.+15.38%3.03$1,019.14$376.30
GOOGAlphabet Inc. Class C Capital Stock+12.22%2.39$809.72$413.19
GOOGLAlphabet Inc. Class A Common Stock+12.18%2.36$807.18$420.56
MSFTMicrosoft Corp+10.79%1.44$715.40$168.81
AMZNAmazon.Com Inc+7.88%2.1$522.10$115.38
TSMTaiwan Semiconductor Manufacturing Company Ltd.+6.99%1.03$463.48$286.15
METAMeta Platforms, Inc. Class A Common Stock+6.06%0.52$401.87$92.89
TSLATesla, Inc. Common Stock+3.61%0.63$239.30$86.40
AMDAdvanced Micro Devices+2.99%0.31$197.84$166.81
WMTWalmart Inc. Common Stock+2.61%1.61$173.18$36.64
ORCLOracle Corp+1.11%0.53$73.87-$5.01
PGProcter & Gamble Company+1.01%0.46$67.09-$10.29
NFLXNetFlix Inc+0.92%0.85$60.65-$15.65
BLKBlackrock, Inc.+0.49%0.03$32.27$4.86
UUnity Software Inc.+0.05%0.08$3.48$1.74
LILi Auto Inc. American Depositary Shares+0.04%0.2$2.41-$3.48
NIONIO Inc. American depositary shares, each representing one Class A ordinary share+0.03%0.46$1.67-$0.52
BILIBilibili Inc. American Depositary Shares+0.02%0.08$1.22-$0.52

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