Growth

growth@user85696442Public
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Performance

Growth of $1,000 · This week

$1,008.50+$8.50 (+0.85%)

S&P 500: 1,005.83

Portfolio performance over This week
DatePortfolioS&P 500
Sep 17, 2026$1,000.00Not available
Sep 18, 2026$1,000.00$996.95
Sep 18, 2026$999.14$996.95
Sep 18, 2026$996.50$997.37
Sep 18, 2026$996.25$997.37
Sep 18, 2026$995.65$996.46
Sep 18, 2026$996.14$996.46
Sep 18, 2026$996.08$996.69
Sep 18, 2026$996.22$996.69
Sep 18, 2026$995.27$996.20
Sep 18, 2026$995.31$996.20
Sep 18, 2026$995.08$995.52
Sep 18, 2026$995.80$996.49
Sep 18, 2026$995.83$996.49
Sep 18, 2026$996.43$996.64
Sep 18, 2026$996.60$996.64
Sep 18, 2026$996.53$997.05
Sep 18, 2026$996.75$997.05
Sep 18, 2026$997.95$997.70
Sep 18, 2026$998.25$997.70
Sep 18, 2026$998.05$999.03
Sep 18, 2026$997.78$998.71
Sep 18, 2026$999.14$999.27
Sep 21, 2026$1,005.51$1,005.77
Sep 21, 2026$1,008.43$1,006.55
Sep 21, 2026$1,010.20$1,009.28
Sep 21, 2026$1,010.37$1,009.28
Sep 21, 2026$1,011.24$1,009.66
Sep 21, 2026$1,011.39$1,009.66
Sep 21, 2026$1,012.04$1,010.25
Sep 21, 2026$1,012.42$1,011.27
Sep 21, 2026$1,013.61$1,013.01
Sep 21, 2026$1,013.18$1,013.01
Sep 21, 2026$1,013.69$1,013.36
Sep 21, 2026$1,013.56$1,013.91
Sep 21, 2026$1,014.42$1,014.30
Sep 21, 2026$1,014.94$1,015.24
Sep 21, 2026$1,015.17$1,015.24
Sep 21, 2026$1,015.72$1,015.24
Sep 21, 2026$1,015.91$1,016.03
Sep 21, 2026$1,015.07$1,015.49
Sep 22, 2026$1,016.15$1,015.89
Sep 22, 2026$1,016.73$1,015.96
Sep 22, 2026$1,016.70$1,015.55
Sep 22, 2026$1,017.39$1,015.55
Sep 22, 2026$1,016.24$1,015.14
Sep 22, 2026$1,016.63$1,015.14
Sep 22, 2026$1,016.67$1,015.01
Sep 22, 2026$1,016.42$1,015.17
Sep 22, 2026$1,015.60$1,015.16
Sep 22, 2026$1,015.82$1,014.00
Sep 22, 2026$1,015.51$1,014.09
Sep 22, 2026$1,016.33$1,015.08
Sep 22, 2026$1,016.24$1,015.08
Sep 22, 2026$1,016.12$1,014.58
Sep 22, 2026$1,016.37$1,014.58
Sep 22, 2026$1,016.99$1,015.82
Sep 22, 2026$1,017.12$1,015.82
Sep 22, 2026$1,017.25$1,016.06
Sep 22, 2026$1,017.16$1,015.88
Sep 22, 2026$1,017.30$1,015.89
Sep 22, 2026$1,017.73$1,016.40
Sep 22, 2026$1,016.76$1,016.40
Sep 23, 2026$1,017.31$1,013.92
Sep 23, 2026$1,015.23$1,013.92
Sep 23, 2026$1,011.92$1,010.99
Sep 23, 2026$1,010.76$1,010.99
Sep 23, 2026$1,011.76$1,009.89
Sep 23, 2026$1,010.92$1,010.08
Sep 23, 2026$1,010.43$1,009.20
Sep 23, 2026$1,010.35$1,008.34
Sep 23, 2026$1,010.24$1,008.38
Sep 23, 2026$1,008.87$1,006.39
Sep 23, 2026$1,008.80$1,006.39
Sep 23, 2026$1,010.32$1,006.92
Sep 23, 2026$1,010.36$1,006.92
Sep 23, 2026$1,010.68$1,008.06
Sep 23, 2026$1,010.45$1,008.06
Sep 23, 2026$1,010.06$1,007.99
Sep 23, 2026$1,010.38$1,008.04
Sep 23, 2026$1,009.83$1,007.33
Sep 23, 2026$1,009.73$1,007.23
Sep 24, 2026$1,006.13$1,003.16
Sep 24, 2026$1,005.91$1,003.16
Sep 24, 2026$1,007.11$1,004.07
Sep 24, 2026$1,006.73$1,004.07
Sep 24, 2026$1,006.22$1,005.13
Sep 24, 2026$1,006.33$1,005.13
Sep 24, 2026$1,004.55$1,003.95
Sep 24, 2026$1,005.18$1,002.57
Sep 24, 2026$1,005.19$1,002.10
Sep 24, 2026$1,005.16$1,002.10
Sep 24, 2026$1,008.43$1,006.48
Sep 24, 2026$1,010.19$1,007.73
Sep 24, 2026$1,010.06$1,007.73
Sep 24, 2026$1,008.37$1,006.06
Sep 24, 2026$1,008.19$1,006.06
Sep 24, 2026$1,008.47$1,005.25
Sep 24, 2026$1,009.03$1,006.68
Sep 24, 2026$1,009.33$1,006.68
Sep 24, 2026$1,009.34$1,006.70
Sep 24, 2026$1,009.19$1,006.70
Sep 24, 2026$1,008.50$1,005.83
PortfolioS&P 500
Time-weighted return
+0.85%
Modified Dietz return
+0.85%
Normalized wealth
1,008.5
Holdings
18

Holdings

InstrumentWeightQuantityValueUnrealized P&L
QQQInvesco QQQ Trust, Series 1+15.88%197.95$146,504.77$41,656.60
MGKVanguard Mega Cap Growth ETF+14.90%1,484.3$137,505.55$33,040.52
IVViShares Core S&P 500 ETF+14.89%178.51$137,418.78$30,209.25
GPIQGoldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF+10.88%1,734.3$100,381.28$16,978.80
GPIXGoldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF+10.44%1,717.62$96,289.78$13,328.73
JEPQJ.P. Morgan Nasdaq Equity Premium Income ETF+10.09%1,523.02$93,102.21$13,052.28
HTGCHercules Capital, Inc.+7.07%3,844.49$65,241.00-$3,037.15
AGGiShares Core U.S. Aggregate Bond ETF+5.51%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+4.62%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$1,468.48$118.45
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$338.74$87.71
SCHDSchwab US Dividend Equity ETF+0.03%8.72$288.63$58.42
SCHGSchwab U.S. Large-Cap Growth ETF+0.03%8.95$322.20$70.97
VOOVanguard S&P 500 ETF+0.03%0.44$310.71$68.97

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