Growth

growth@user85696442Public
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Performance

Growth of $1,000 · Today

$999.14-$0.86 (-0.09%)

S&P 500: 998.52

Portfolio performance over Today
DatePortfolioS&P 500
Sep 23, 2026$1,000.00$1,000.00
Sep 23, 2026$1,000.41$999.75
Sep 23, 2026$1,000.02$999.75
Sep 24, 2026$998.66$995.29
Sep 24, 2026$996.70$994.94
Sep 24, 2026$997.40$994.72
Sep 24, 2026$996.57$994.80
Sep 24, 2026$995.92$995.90
Sep 24, 2026$996.39$995.23
Sep 24, 2026$996.09$995.97
Sep 24, 2026$996.55$996.29
Sep 24, 2026$996.16$995.81
Sep 24, 2026$996.31$996.18
Sep 24, 2026$997.18$997.58
Sep 24, 2026$997.33$997.99
Sep 24, 2026$997.03$997.92
Sep 24, 2026$997.20$997.67
Sep 24, 2026$997.12$997.42
Sep 24, 2026$997.02$997.50
Sep 24, 2026$996.04$996.14
Sep 24, 2026$995.02$995.16
Sep 24, 2026$994.45$994.13
Sep 24, 2026$994.75$994.82
Sep 24, 2026$995.38$995.65
Sep 24, 2026$994.61$994.57
Sep 24, 2026$994.59$994.42
Sep 24, 2026$994.66$994.66
Sep 24, 2026$995.01$995.17
Sep 24, 2026$994.54$994.49
Sep 24, 2026$995.38$995.38
Sep 24, 2026$995.16$994.97
Sep 24, 2026$998.36$999.72
Sep 24, 2026$998.50$998.97
Sep 24, 2026$998.29$998.73
Sep 24, 2026$999.43$999.88
Sep 24, 2026$999.64$999.87
Sep 24, 2026$1,000.35$1,001.04
Sep 24, 2026$1,000.21$1,000.40
Sep 24, 2026$1,000.32$1,000.64
Sep 24, 2026$998.64$998.78
Sep 24, 2026$998.53$998.90
Sep 24, 2026$997.79$997.96
Sep 24, 2026$998.31$998.56
Sep 24, 2026$998.44$998.92
Sep 24, 2026$996.94$997.25
Sep 24, 2026$998.08$998.68
Sep 24, 2026$998.27$998.94
Sep 24, 2026$998.63$999.28
Sep 24, 2026$998.58$999.16
Sep 24, 2026$999.17$999.79
Sep 24, 2026$998.66$999.11
Sep 24, 2026$999.24$999.93
Sep 24, 2026$999.48$999.88
Sep 24, 2026$999.77$1,000.19
Sep 24, 2026$999.33$999.80
Sep 24, 2026$999.51$999.88
Sep 24, 2026$999.51$999.58
Sep 24, 2026$999.76$998.77
Sep 24, 2026$998.95$998.31
Sep 24, 2026$999.14$998.52
PortfolioS&P 500
Time-weighted return
-0.09%
Modified Dietz return
-0.09%
Normalized wealth
999.14
Holdings
18

Holdings

InstrumentWeightQuantityValueUnrealized P&L
QQQInvesco QQQ Trust, Series 1+15.87%197.95$146,500.82$41,652.64
IVViShares Core S&P 500 ETF+14.89%178.51$137,475.91$30,266.37
MGKVanguard Mega Cap Growth ETF+14.89%1,484.3$137,505.55$33,040.52
GPIQGoldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF+10.93%1,734.3$100,901.57$17,499.09
GPIXGoldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF+10.42%1,717.62$96,203.90$13,242.85
JEPQJ.P. Morgan Nasdaq Equity Premium Income ETF+10.08%1,523.02$93,102.21$13,052.28
HTGCHercules Capital, Inc.+7.07%3,844.49$65,279.44-$2,998.70
AGGiShares Core U.S. Aggregate Bond ETF+5.50%537.86$50,822.39-$1,909.40
WDTEDefiance S&P 500 Weekly Distribution ETF+4.80%1,534.31$44,326.22-$7,901.70
XPAYRoundhill S&P 500 Target 20 Managed Distribution ETF+4.61%816$42,603.36-$832.32
OXLCOxford Lane Capital Corp.+0.41%425.53$3,804.24-$5,608.49
QQQINEOS Nasdaq 100 High Income ETF+0.16%26.44$1,468.21$118.19
OMAHVistaShares Target 15 Berkshire Select Income ETF+0.11%57.76$1,039.10-$69.31
QUSAVistaShares Target 15 USA Quality Income ETF+0.11%55.29$990.80-$139.33
VOOGVanguard S&P 500 Growth ETF+0.04%3.96$338.07$87.04
SCHDSchwab US Dividend Equity ETF+0.03%8.72$288.54$58.34
SCHGSchwab U.S. Large-Cap Growth ETF+0.03%8.95$322.11$70.88
VOOVanguard S&P 500 ETF+0.03%0.44$310.80$69.06

Version history

1 merged · 0 open
  1. Merged#152 Initial change@user85696442 · Created Jun 4, 2025, 6:21 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified