Growth

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Performance

Growth of $1,000 · This week

$1,022.19+$22.19 (+2.22%)

S&P 500: 1,023.1

Portfolio performance over This week
DatePortfolioS&P 500
Aug 3, 2026$1,000.00Not available
Aug 3, 2026$1,000.01Not available
Aug 3, 2026$999.95$1,000.00
Aug 3, 2026$1,000.47$1,000.00
Aug 3, 2026$1,001.20$1,000.84
Aug 3, 2026$1,001.27$1,000.84
Aug 3, 2026$1,002.11$1,001.76
Aug 3, 2026$1,002.05$1,002.47
Aug 3, 2026$1,002.29$1,002.47
Aug 3, 2026$1,002.17$1,002.47
Aug 3, 2026$1,002.22$1,002.84
Aug 3, 2026$1,001.33$1,002.86
Aug 4, 2026$1,009.65$1,005.44
Aug 4, 2026$1,011.52$1,007.52
Aug 4, 2026$1,012.75$1,010.98
Aug 4, 2026$1,012.52$1,010.98
Aug 4, 2026$1,014.20$1,011.96
Aug 4, 2026$1,014.83$1,014.01
Aug 4, 2026$1,015.98$1,015.36
Aug 4, 2026$1,016.10$1,016.31
Aug 4, 2026$1,016.78$1,017.28
Aug 4, 2026$1,018.56$1,018.56
Aug 4, 2026$1,018.78$1,018.56
Aug 4, 2026$1,020.11$1,019.90
Aug 4, 2026$1,020.60$1,019.90
Aug 4, 2026$1,020.20$1,020.78
Aug 4, 2026$1,020.21$1,021.12
Aug 4, 2026$1,020.42$1,020.94
Aug 4, 2026$1,020.39$1,020.94
Aug 4, 2026$1,020.76$1,022.04
Aug 4, 2026$1,019.70$1,020.61
Aug 5, 2026$1,023.68$1,025.23
Aug 5, 2026$1,023.72$1,025.23
Aug 5, 2026$1,023.16$1,025.70
Aug 5, 2026$1,021.93$1,025.85
Aug 5, 2026$1,020.18$1,022.39
Aug 5, 2026$1,018.54$1,021.36
Aug 5, 2026$1,019.03$1,021.36
Aug 5, 2026$1,016.42$1,019.96
Aug 5, 2026$1,017.59$1,019.69
Aug 5, 2026$1,018.68$1,020.26
Aug 5, 2026$1,017.61$1,020.16
Aug 5, 2026$1,017.61$1,020.16
Aug 5, 2026$1,017.83$1,020.56
Aug 5, 2026$1,018.23$1,020.74
Aug 5, 2026$1,017.66$1,020.74
Aug 5, 2026$1,017.98$1,020.67
Aug 5, 2026$1,018.19$1,020.67
Aug 5, 2026$1,017.59$1,020.70
Aug 6, 2026$1,014.26$1,018.44
Aug 6, 2026$1,017.11$1,020.07
Aug 6, 2026$1,017.53$1,020.07
Aug 6, 2026$1,016.72$1,020.38
Aug 6, 2026$1,017.67$1,018.19
Aug 6, 2026$1,015.88$1,017.81
Aug 6, 2026$1,016.76$1,017.12
Aug 6, 2026$1,015.17$1,015.59
Aug 6, 2026$1,015.68$1,015.59
Aug 6, 2026$1,016.09$1,015.75
Aug 6, 2026$1,015.59$1,015.73
Aug 6, 2026$1,016.12$1,016.17
Aug 6, 2026$1,016.50$1,016.17
Aug 6, 2026$1,015.86$1,017.62
Aug 6, 2026$1,015.99$1,017.62
Aug 6, 2026$1,016.40$1,016.74
Aug 6, 2026$1,016.17$1,017.17
Aug 6, 2026$1,015.92$1,016.18
Aug 7, 2026$1,021.36$1,019.66
Aug 7, 2026$1,020.84$1,019.66
Aug 7, 2026$1,020.44$1,019.68
Aug 7, 2026$1,020.75$1,019.68
Aug 7, 2026$1,020.55$1,022.53
Aug 7, 2026$1,021.24$1,022.12
Aug 7, 2026$1,022.88$1,023.13
Aug 7, 2026$1,022.34$1,022.31
Aug 7, 2026$1,022.33$1,022.31
Aug 7, 2026$1,020.93$1,020.59
Aug 7, 2026$1,021.16$1,020.59
Aug 7, 2026$1,020.92$1,020.91
Aug 7, 2026$1,021.34$1,020.91
Aug 7, 2026$1,021.41$1,021.07
Aug 7, 2026$1,021.43$1,021.07
Aug 7, 2026$1,020.78$1,021.18
Aug 7, 2026$1,020.56$1,020.26
Aug 7, 2026$1,020.69$1,020.57
Aug 7, 2026$1,022.53$1,022.37
Aug 7, 2026$1,021.89$1,022.37
Aug 10, 2026$1,023.23$1,022.12
Aug 10, 2026$1,021.22$1,022.12
Aug 10, 2026$1,022.91$1,023.20
Aug 10, 2026$1,023.16$1,023.20
Aug 10, 2026$1,023.11$1,024.17
Aug 10, 2026$1,023.43$1,024.17
Aug 10, 2026$1,021.94$1,023.21
Aug 10, 2026$1,021.79$1,023.21
Aug 10, 2026$1,022.73$1,023.07
Aug 10, 2026$1,022.19$1,023.10
PortfolioS&P 500
Time-weighted return
+2.22%
Modified Dietz return
+2.22%
Normalized wealth
1,022.19
Holdings
18

Holdings

InstrumentWeightQuantityValueUnrealized P&L
QQQInvesco QQQ Trust, Series 1+15.53%197.95$143,060.44$38,212.27
IVViShares Core S&P 500 ETF+15.06%178.51$138,739.76$31,530.22
MGKVanguard Mega Cap Growth ETF+14.63%1,484.3$134,759.60$30,294.56
GPIQGoldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF+10.78%1,734.3$99,340.70$15,938.22
GPIXGoldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF+10.52%1,717.62$96,890.94$13,929.90
JEPQJ.P. Morgan Nasdaq Equity Premium Income ETF+9.88%1,523.02$91,046.14$10,996.20
HTGCHercules Capital, Inc.+7.14%3,844.49$65,740.78-$2,537.36
AGGiShares Core U.S. Aggregate Bond ETF+5.69%537.86$52,371.43-$360.37
WDTEDefiance S&P 500 Weekly Distribution ETF+5.00%1,534.31$46,090.67-$6,137.24
XPAYRoundhill S&P 500 Target 20 Managed Distribution ETF+4.81%816$44,349.60$913.92
OXLCOxford Lane Capital Corp.+0.43%425.53$3,936.15-$5,476.57
QQQINEOS Nasdaq 100 High Income ETF+0.16%26.44$1,460.55$110.52
OMAHVistaShares Target 15 Berkshire Select Income ETF+0.12%57.76$1,075.49-$32.92
QUSAVistaShares Target 15 USA Quality Income ETF+0.11%55.29$1,022.31-$107.82
VOOGVanguard S&P 500 Growth ETF+0.04%3.96$338.38$87.36
SCHDSchwab US Dividend Equity ETF+0.03%8.72$297.18$66.97
SCHGSchwab U.S. Large-Cap Growth ETF+0.03%8.95$320.68$69.45
VOOVanguard S&P 500 ETF+0.03%0.44$312.86$71.11

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