equaltech

equaltech@user40215157Public
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Performance

Growth of $1,000 · 6 months

$1,497.66+$497.66 (+49.77%)

S&P 500: 1,188.18

Portfolio performance over 6 months
DatePortfolioS&P 500
Mar 26, 2026$1,000.00Not available
Mar 26, 2026$1,000.06$1,000.00
Mar 27, 2026$974.06$982.95
Mar 30, 2026$955.23$979.66
Mar 31, 2026$968.21$1,008.14
Apr 1, 2026$1,006.79$1,015.73
Apr 2, 2026$992.36$1,014.45
Apr 6, 2026$1,015.96$1,021.45
Apr 7, 2026$1,010.79$1,021.90
Apr 8, 2026$1,058.88$1,046.80
Apr 9, 2026$1,048.49$1,053.98
Apr 10, 2026$1,062.06$1,053.28
Apr 13, 2026$1,073.11$1,063.57
Apr 14, 2026$1,083.83$1,076.53
Apr 15, 2026$1,105.63$1,085.03
Apr 16, 2026$1,124.83$1,086.71
Apr 17, 2026$1,131.61$1,103.99
Apr 20, 2026$1,129.88$1,098.64
Apr 21, 2026$1,133.67$1,099.69
Apr 22, 2026$1,131.96$1,098.37
Apr 23, 2026$1,141.88$1,099.82
Apr 24, 2026$1,140.97$1,105.00
Apr 27, 2026$1,166.94$1,108.64
Apr 28, 2026$1,155.50$1,102.76
Apr 29, 2026$1,154.70$1,100.58
Apr 30, 2026$1,177.50$1,103.53
May 1, 2026$1,179.21$1,117.95
May 4, 2026$1,181.99$1,113.04
May 5, 2026$1,188.58$1,121.02
May 6, 2026$1,197.33$1,134.04
May 7, 2026$1,226.76$1,138.46
May 8, 2026$1,227.26$1,141.84
May 11, 2026$1,225.62$1,146.04
May 12, 2026$1,220.89$1,140.46
May 13, 2026$1,222.28$1,143.92
May 14, 2026$1,245.67$1,159.83
May 15, 2026$1,242.56$1,149.52
May 18, 2026$1,233.47$1,145.03
May 19, 2026$1,228.10$1,135.17
May 20, 2026$1,219.24$1,144.06
May 21, 2026$1,223.62$1,144.79
May 22, 2026$1,232.02$1,158.31
May 26, 2026$1,230.81$1,163.54
May 27, 2026$1,232.80$1,162.95
May 28, 2026$1,243.83$1,169.15
May 29, 2026$1,245.72$1,174.88
Jun 1, 2026$1,242.33$1,175.87
Jun 2, 2026$1,232.86$1,174.20
Jun 3, 2026$1,222.08$1,176.05
Jun 4, 2026$1,217.82$1,165.42
Jun 5, 2026$1,215.54$1,166.67
Jun 8, 2026$1,188.93$1,145.92
Jun 9, 2026$1,174.21$1,143.58
Jun 10, 2026$1,166.86$1,136.34
Jun 11, 2026$1,151.34$1,124.81
Jun 12, 2026$1,164.08$1,144.48
Jun 15, 2026$1,198.76$1,170.12
Jun 16, 2026$1,191.89$1,163.14
Jun 17, 2026$1,167.71$1,148.61
Jun 18, 2026$1,189.48$1,157.57
Jun 22, 2026$1,162.38$1,153.93
Jun 23, 2026$1,142.37$1,137.17
Jun 24, 2026$1,135.86$1,136.65
Jun 25, 2026$1,110.14$1,135.63
Jun 26, 2026$1,115.59$1,130.06
Jun 29, 2026$1,142.06$1,148.68
Jun 30, 2026$1,160.86$1,157.62
Jul 1, 2026$1,164.95$1,156.06
Jul 2, 2026$1,162.48$1,154.54
Jul 6, 2026$1,182.05$1,164.61
Jul 7, 2026$1,176.79$1,159.08
Jul 8, 2026$1,176.47$1,155.50
Jul 9, 2026$1,181.85$1,165.28
Jul 10, 2026$1,190.64$1,170.30
Jul 13, 2026$1,176.89$1,161.34
Jul 14, 2026$1,187.49$1,165.47
Jul 15, 2026$1,212.46$1,169.70
Jul 16, 2026$1,191.38$1,163.74
Jul 17, 2026$1,171.13$1,152.23
Jul 20, 2026$1,173.99$1,150.37
Jul 21, 2026$1,178.89$1,159.96
Jul 22, 2026$1,172.76$1,158.92
Jul 23, 2026$1,127.80$1,144.31
Jul 24, 2026$1,128.09$1,145.47
Jul 27, 2026$1,127.99$1,145.72
Jul 28, 2026$1,134.07$1,148.46
Jul 29, 2026$1,120.94$1,130.79
Jul 30, 2026$1,145.41$1,149.79
Jul 31, 2026$1,175.66$1,158.02
Aug 3, 2026$1,210.15$1,174.52
Aug 4, 2026$1,226.00$1,195.69
Aug 5, 2026$1,212.45$1,193.31
Aug 6, 2026$1,213.54$1,191.40
Aug 7, 2026$1,218.08$1,198.69
Aug 10, 2026$1,215.83$1,198.33
Aug 11, 2026$1,200.03$1,194.50
Aug 12, 2026$1,199.77$1,197.49
Aug 13, 2026$1,209.06$1,205.85
Aug 14, 2026$1,207.66$1,203.46
Aug 17, 2026$1,197.79$1,197.77
Aug 18, 2026$1,188.22$1,189.68
Aug 19, 2026$1,194.66$1,192.17
Aug 20, 2026$1,181.45$1,181.74
Aug 21, 2026$1,230.89$1,187.00
Aug 24, 2026$1,228.69$1,183.51
Aug 25, 2026$1,236.17$1,187.29
Aug 26, 2026$1,232.27$1,187.56
Aug 27, 2026$1,249.60$1,195.34
Aug 28, 2026$1,252.37$1,192.62
Aug 31, 2026$1,244.85$1,189.06
Sep 1, 2026$1,237.39$1,180.89
Sep 2, 2026$1,246.05$1,186.13
Sep 3, 2026$1,267.07$1,198.55
Sep 4, 2026$1,258.42$1,193.93
Sep 8, 2026$1,295.75$1,187.37
Sep 9, 2026$1,288.06$1,181.85
Sep 10, 2026$1,287.22$1,174.86
Sep 11, 2026$1,468.38$1,184.89
Sep 14, 2026$1,470.39$1,179.49
Sep 15, 2026$1,461.03$1,174.08
Sep 16, 2026$1,460.58$1,168.91
Sep 17, 2026$1,482.02$1,182.16
Sep 18, 2026$1,483.62$1,180.75
Sep 21, 2026$1,514.19$1,199.06
Sep 22, 2026$1,512.93$1,199.01
Sep 23, 2026$1,494.14$1,190.24
Sep 24, 2026$1,497.66$1,188.18
PortfolioS&P 500
Time-weighted return
+49.77%
Modified Dietz return
+49.77%
Normalized wealth
1,497.66
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