Growth

growth@user85696442Public
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Finance
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Performance

Growth of $1,000 · 6 months

$1,179.52+$179.52 (+17.95%)

S&P 500: 1,188.18

Portfolio performance over 6 months
DatePortfolioS&P 500
Mar 26, 2026$1,000.00Not available
Mar 26, 2026$1,000.00$1,000.00
Mar 27, 2026$984.01$982.95
Mar 30, 2026$969.89$979.66
Mar 31, 2026$980.65$1,008.14
Apr 1, 2026$1,004.89$1,015.73
Apr 2, 2026$990.44$1,014.45
Apr 6, 2026$1,012.05$1,021.45
Apr 7, 2026$1,008.96$1,021.90
Apr 8, 2026$1,036.84$1,046.80
Apr 9, 2026$1,032.08$1,053.98
Apr 10, 2026$1,038.19$1,053.28
Apr 13, 2026$1,048.08$1,063.57
Apr 14, 2026$1,052.11$1,076.53
Apr 15, 2026$1,061.58$1,085.03
Apr 16, 2026$1,072.50$1,086.71
Apr 17, 2026$1,079.11$1,103.99
Apr 20, 2026$1,082.30$1,098.64
Apr 21, 2026$1,084.41$1,099.69
Apr 22, 2026$1,082.99$1,098.37
Apr 23, 2026$1,085.83$1,099.82
Apr 24, 2026$1,087.35$1,105.00
Apr 27, 2026$1,092.28$1,108.64
Apr 28, 2026$1,086.69$1,102.76
Apr 29, 2026$1,088.29$1,100.58
Apr 30, 2026$1,093.15$1,103.53
May 1, 2026$1,100.83$1,117.95
May 4, 2026$1,101.97$1,113.04
May 5, 2026$1,106.99$1,121.02
May 6, 2026$1,117.81$1,134.04
May 7, 2026$1,125.17$1,138.46
May 8, 2026$1,126.17$1,141.84
May 11, 2026$1,132.74$1,146.04
May 12, 2026$1,129.56$1,140.46
May 13, 2026$1,130.79$1,143.92
May 14, 2026$1,135.44$1,159.83
May 15, 2026$1,131.45$1,149.52
May 18, 2026$1,126.94$1,145.03
May 19, 2026$1,121.44$1,135.17
May 20, 2026$1,125.22$1,144.06
May 21, 2026$1,129.86$1,144.79
May 22, 2026$1,139.02$1,158.31
May 26, 2026$1,147.76$1,163.54
May 27, 2026$1,146.93$1,162.95
May 28, 2026$1,152.91$1,169.15
May 29, 2026$1,156.46$1,174.88
Jun 1, 2026$1,161.38$1,175.87
Jun 2, 2026$1,162.20$1,174.20
Jun 3, 2026$1,155.56$1,176.05
Jun 4, 2026$1,157.47$1,165.42
Jun 5, 2026$1,124.18$1,166.67
Jun 8, 2026$1,130.92$1,145.92
Jun 9, 2026$1,125.19$1,143.58
Jun 10, 2026$1,109.12$1,136.34
Jun 11, 2026$1,129.70$1,124.81
Jun 12, 2026$1,134.42$1,144.48
Jun 15, 2026$1,155.50$1,170.12
Jun 16, 2026$1,146.72$1,163.14
Jun 17, 2026$1,135.25$1,148.61
Jun 18, 2026$1,150.42$1,157.57
Jun 22, 2026$1,145.65$1,153.93
Jun 23, 2026$1,125.26$1,137.17
Jun 24, 2026$1,123.15$1,136.65
Jun 25, 2026$1,124.89$1,135.63
Jun 26, 2026$1,120.78$1,130.06
Jun 29, 2026$1,139.80$1,148.68
Jun 30, 2026$1,150.30$1,157.62
Jul 1, 2026$1,145.49$1,156.06
Jul 2, 2026$1,137.65$1,154.54
Jul 6, 2026$1,148.64$1,164.61
Jul 7, 2026$1,138.36$1,159.08
Jul 8, 2026$1,137.96$1,155.50
Jul 9, 2026$1,147.72$1,165.28
Jul 10, 2026$1,152.91$1,170.30
Jul 13, 2026$1,140.42$1,161.34
Jul 14, 2026$1,148.06$1,165.47
Jul 15, 2026$1,150.19$1,169.70
Jul 16, 2026$1,141.42$1,163.74
Jul 17, 2026$1,129.19$1,152.23
Jul 20, 2026$1,128.60$1,150.37
Jul 21, 2026$1,140.03$1,159.96
Jul 22, 2026$1,136.24$1,158.92
Jul 23, 2026$1,119.74$1,144.31
Jul 24, 2026$1,115.97$1,145.47
Jul 27, 2026$1,115.02$1,145.72
Jul 28, 2026$1,114.55$1,148.46
Jul 29, 2026$1,098.47$1,130.79
Jul 30, 2026$1,119.67$1,149.79
Jul 31, 2026$1,128.22$1,158.02
Aug 3, 2026$1,144.27$1,174.52
Aug 4, 2026$1,165.10$1,195.69
Aug 5, 2026$1,160.69$1,193.31
Aug 6, 2026$1,160.32$1,191.40
Aug 7, 2026$1,168.66$1,198.69
Aug 10, 2026$1,167.09$1,198.33
Aug 11, 2026$1,163.54$1,194.50
Aug 12, 2026$1,167.16$1,197.49
Aug 13, 2026$1,176.31$1,205.85
Aug 14, 2026$1,173.74$1,203.46
Aug 17, 2026$1,169.98$1,197.77
Aug 18, 2026$1,160.74$1,189.68
Aug 19, 2026$1,162.71$1,192.17
Aug 20, 2026$1,156.38$1,181.74
Aug 21, 2026$1,160.28$1,187.00
Aug 24, 2026$1,156.83$1,183.51
Aug 25, 2026$1,161.86$1,187.29
Aug 26, 2026$1,162.19$1,187.56
Aug 27, 2026$1,171.44$1,195.34
Aug 28, 2026$1,167.73$1,192.62
Aug 31, 2026$1,167.45$1,189.06
Sep 1, 2026$1,158.79$1,180.89
Sep 2, 2026$1,161.89$1,186.13
Sep 3, 2026$1,172.33$1,198.55
Sep 4, 2026$1,170.74$1,193.93
Sep 8, 2026$1,168.86$1,187.37
Sep 9, 2026$1,164.43$1,181.85
Sep 10, 2026$1,156.35$1,174.86
Sep 11, 2026$1,164.25$1,184.89
Sep 14, 2026$1,159.81$1,179.49
Sep 15, 2026$1,155.34$1,174.08
Sep 16, 2026$1,153.73$1,168.91
Sep 17, 2026$1,167.55$1,182.16
Sep 18, 2026$1,168.73$1,180.75
Sep 21, 2026$1,187.26$1,199.06
Sep 22, 2026$1,189.33$1,199.01
Sep 23, 2026$1,181.10$1,190.24
Sep 24, 2026$1,179.52$1,188.18
PortfolioS&P 500
Time-weighted return
+17.95%
Modified Dietz return
+17.95%
Normalized wealth
1,179.52
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