Growth

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Performance

Growth of $1,000 · 6 months

$1,108.62+$108.62 (+10.86%)

S&P 500: 1,114.82

Portfolio performance over 6 months
DatePortfolioS&P 500
Feb 9, 2026$1,000.00Not available
Feb 9, 2026$1,000.00$1,000.00
Feb 10, 2026$1,001.60$997.36
Feb 11, 2026$1,001.64$995.64
Feb 12, 2026$1,000.52$987.91
Feb 13, 2026$982.23$986.90
Feb 17, 2026$980.18$984.00
Feb 18, 2026$981.82$988.96
Feb 19, 2026$981.56$986.35
Feb 20, 2026$987.12$993.01
Feb 23, 2026$977.08$983.34
Feb 24, 2026$984.01$990.74
Feb 25, 2026$994.60$998.89
Feb 26, 2026$989.12$993.30
Feb 27, 2026$980.60$988.53
Mar 2, 2026$982.84$989.09
Mar 3, 2026$975.64$980.37
Mar 4, 2026$985.71$987.29
Mar 5, 2026$983.89$981.79
Mar 6, 2026$971.99$968.92
Mar 9, 2026$979.84$977.40
Mar 10, 2026$979.14$975.83
Mar 11, 2026$979.97$974.61
Mar 12, 2026$972.31$959.81
Mar 13, 2026$968.01$954.38
Mar 16, 2026$967.22$964.09
Mar 17, 2026$970.74$966.63
Mar 18, 2026$969.89$953.14
Mar 19, 2026$954.35$950.79
Mar 20, 2026$957.66$934.61
Mar 23, 2026$955.35$944.42
Mar 24, 2026$950.71$941.25
Mar 25, 2026$956.80$946.49
Mar 26, 2026$949.13$929.59
Mar 27, 2026$933.95$913.74
Mar 30, 2026$920.55$910.69
Mar 31, 2026$930.76$937.16
Apr 1, 2026$953.77$944.22
Apr 2, 2026$940.06$943.03
Apr 6, 2026$960.57$949.54
Apr 7, 2026$957.63$949.95
Apr 8, 2026$984.10$973.10
Apr 9, 2026$979.58$979.77
Apr 10, 2026$985.37$979.12
Apr 13, 2026$994.76$988.69
Apr 14, 2026$998.58$1,000.73
Apr 15, 2026$1,007.57$1,008.63
Apr 16, 2026$1,017.94$1,010.20
Apr 17, 2026$1,024.21$1,026.26
Apr 20, 2026$1,027.24$1,021.28
Apr 21, 2026$1,029.25$1,022.26
Apr 22, 2026$1,027.90$1,021.04
Apr 23, 2026$1,030.59$1,022.38
Apr 24, 2026$1,032.03$1,027.20
Apr 27, 2026$1,036.71$1,030.58
Apr 28, 2026$1,031.41$1,025.11
Apr 29, 2026$1,032.93$1,023.09
Apr 30, 2026$1,037.54$1,025.83
May 1, 2026$1,044.83$1,039.24
May 4, 2026$1,045.91$1,034.67
May 5, 2026$1,050.68$1,042.09
May 6, 2026$1,060.95$1,054.20
May 7, 2026$1,067.94$1,058.30
May 8, 2026$1,068.88$1,061.45
May 11, 2026$1,075.12$1,065.35
May 12, 2026$1,072.10$1,060.16
May 13, 2026$1,073.26$1,063.38
May 14, 2026$1,077.68$1,078.17
May 15, 2026$1,073.90$1,068.58
May 18, 2026$1,069.61$1,064.41
May 19, 2026$1,064.39$1,055.24
May 20, 2026$1,067.98$1,063.51
May 21, 2026$1,072.39$1,064.19
May 22, 2026$1,081.08$1,076.75
May 26, 2026$1,089.37$1,081.62
May 27, 2026$1,088.59$1,081.07
May 28, 2026$1,094.26$1,086.84
May 29, 2026$1,097.63$1,092.16
Jun 1, 2026$1,102.29$1,093.08
Jun 2, 2026$1,103.08$1,091.52
Jun 3, 2026$1,096.78$1,093.25
Jun 4, 2026$1,098.59$1,083.37
Jun 5, 2026$1,066.99$1,084.53
Jun 8, 2026$1,073.39$1,065.24
Jun 9, 2026$1,067.95$1,063.07
Jun 10, 2026$1,052.70$1,056.33
Jun 11, 2026$1,072.23$1,045.61
Jun 12, 2026$1,076.71$1,063.90
Jun 15, 2026$1,096.72$1,087.73
Jun 16, 2026$1,088.38$1,081.25
Jun 17, 2026$1,077.49$1,067.74
Jun 18, 2026$1,091.90$1,076.07
Jun 22, 2026$1,087.37$1,072.69
Jun 23, 2026$1,068.02$1,057.11
Jun 24, 2026$1,066.01$1,056.62
Jun 25, 2026$1,067.67$1,055.67
Jun 26, 2026$1,063.76$1,050.49
Jun 29, 2026$1,081.82$1,067.80
Jun 30, 2026$1,091.78$1,076.11
Jul 1, 2026$1,087.22$1,074.66
Jul 2, 2026$1,079.78$1,073.25
Jul 6, 2026$1,090.21$1,082.61
Jul 7, 2026$1,080.45$1,077.47
Jul 8, 2026$1,080.07$1,074.14
Jul 9, 2026$1,089.33$1,083.23
Jul 10, 2026$1,094.26$1,087.90
Jul 13, 2026$1,082.41$1,079.57
Jul 14, 2026$1,089.65$1,083.41
Jul 15, 2026$1,091.68$1,087.35
Jul 16, 2026$1,083.35$1,081.81
Jul 17, 2026$1,071.75$1,071.10
Jul 20, 2026$1,071.18$1,069.37
Jul 21, 2026$1,082.03$1,078.29
Jul 22, 2026$1,078.43$1,077.33
Jul 23, 2026$1,062.78$1,063.74
Jul 24, 2026$1,059.20$1,064.82
Jul 27, 2026$1,058.29$1,065.05
Jul 28, 2026$1,057.85$1,067.60
Jul 29, 2026$1,042.59$1,051.17
Jul 30, 2026$1,062.71$1,068.83
Jul 31, 2026$1,070.83$1,076.49
Aug 3, 2026$1,086.06$1,091.82
Aug 4, 2026$1,105.83$1,111.51
Aug 5, 2026$1,101.65$1,109.29
Aug 6, 2026$1,101.29$1,107.51
Aug 7, 2026$1,109.21$1,114.29
Aug 10, 2026$1,108.62$1,114.82
PortfolioS&P 500
Time-weighted return
+10.86%
Modified Dietz return
+10.86%
Normalized wealth
1,108.62
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