My goto stock

my-goto-stock@jeongjoonleePublic
  • Tech
  • Semis
  • Mobile
  • Software
  • Hardware
  • Discretionaries

![Gif](https://media.tenor.com/gjn-ERrhdpYAAAAC/to-the-moon-to-the-moon-and-back.gif)

Mobile
#1 / 4
Consumer discretionary goods
#3 / 12
Semiconductors
#6 / 8
Hardware
#7 / 12
Software
#8 / 17

Performance

Growth of $1,000 · 5 years

$1,859.66+$859.66 (+85.97%)

S&P 500: 1,277.88

Portfolio performance over 5 years
DatePortfolioS&P 500
Feb 21, 2025$1,000.00Not available
Feb 23, 2025$994.52$1,000.00
Mar 2, 2025$932.18$990.90
Mar 9, 2025$901.87$959.96
Mar 16, 2025$855.18$938.11
Mar 23, 2025$847.77$940.06
Mar 30, 2025$841.81$926.19
Apr 6, 2025$760.31$842.22
Apr 13, 2025$808.73$889.99
Apr 20, 2025$778.72$877.44
Apr 27, 2025$851.10$917.83
May 4, 2025$861.76$944.69
May 11, 2025$839.48$940.66
May 18, 2025$932.18$990.43
May 25, 2025$898.88$965.28
Jun 1, 2025$921.35$982.41
Jun 8, 2025$907.84$998.67
Jun 15, 2025$915.32$995.10
Jun 22, 2025$914.84$990.57
Jun 29, 2025$947.84$1,024.95
Jul 6, 2025$957.68$1,042.34
Jul 13, 2025$972.00$1,039.47
Jul 20, 2025$997.72$1,046.07
Jul 27, 2025$1,004.58$1,061.94
Aug 3, 2025$973.80$1,036.30
Aug 10, 2025$1,059.98$1,062.07
Aug 17, 2025$1,064.36$1,072.51
Aug 24, 2025$1,062.14$1,075.62
Aug 31, 2025$1,067.48$1,075.19
Sep 7, 2025$1,103.03$1,078.84
Sep 14, 2025$1,143.61$1,095.79
Sep 21, 2025$1,189.91$1,106.28
Sep 28, 2025$1,211.72$1,103.14
Oct 5, 2025$1,230.51$1,115.46
Oct 12, 2025$1,175.94$1,088.48
Oct 19, 2025$1,220.61$1,107.43
Oct 26, 2025$1,246.18$1,128.86
Nov 2, 2025$1,317.05$1,136.88
Nov 9, 2025$1,276.70$1,118.40
Nov 16, 2025$1,273.14$1,120.00
Nov 23, 2025$1,267.54$1,098.49
Nov 30, 2025$1,322.35$1,139.10
Dec 7, 2025$1,347.09$1,142.93
Dec 14, 2025$1,325.29$1,136.38
Dec 21, 2025$1,337.92$1,134.43
Dec 28, 2025$1,354.91$1,150.63
Jan 4, 2026$1,326.96$1,138.73
Jan 11, 2026$1,321.57$1,156.90
Jan 18, 2026$1,314.24$1,152.88
Jan 25, 2026$1,308.99$1,148.83
Feb 1, 2026$1,332.63$1,153.40
Feb 8, 2026$1,333.12$1,151.15
Feb 15, 2026$1,271.42$1,136.36
Feb 22, 2026$1,267.55$1,137.15
Mar 1, 2026$1,309.72$1,145.38
Mar 8, 2026$1,261.93$1,140.38
Mar 15, 2026$1,233.57$1,130.78
Mar 22, 2026$1,251.71$1,115.62
Mar 29, 2026$1,229.40$1,096.84
Apr 5, 2026$1,178.60$1,053.39
Apr 12, 2026$1,220.79$1,098.33
Apr 19, 2026$1,253.70$1,133.54
Apr 26, 2026$1,348.16$1,173.58
May 3, 2026$1,342.90$1,192.07
May 10, 2026$1,402.95$1,201.49
May 17, 2026$1,472.74$1,232.29
May 24, 2026$1,506.52$1,235.54
May 31, 2026$1,504.46$1,251.11
Jun 7, 2026$1,482.56$1,259.89
Jun 14, 2026$1,458.63$1,241.73
Jun 21, 2026$1,440.20$1,244.69
Jun 28, 2026$1,342.53$1,215.10
Jul 5, 2026$1,417.88$1,241.42
Jul 12, 2026$1,459.61$1,258.38
Jul 19, 2026$1,451.68$1,238.94
Jul 26, 2026$1,386.52$1,231.67
Aug 2, 2026$1,378.78$1,245.17
Aug 9, 2026$1,426.82$1,288.90
Aug 16, 2026$1,414.25$1,294.03
Aug 23, 2026$1,414.69$1,276.33
Aug 30, 2026$1,428.47$1,282.38
Sep 6, 2026$1,442.80$1,283.78
Sep 13, 2026$1,834.61$1,273.94
Sep 20, 2026$1,856.06$1,269.61
Sep 24, 2026$1,859.66$1,277.88
PortfolioS&P 500
Time-weighted return
+85.97%
Modified Dietz return
+85.97%
Normalized wealth
1,859.66
Holdings
4

Holdings

InstrumentWeightQuantityValueUnrealized P&L
AAPLApple Inc.+37.01%20.22$6,793.55$1,793.58
GOOGAlphabet Inc. Class C Capital Stock+25.33%13.74$4,649.10$2,149.03
NVDANvidia Corp+22.41%18.36$4,112.68$1,612.72
TSLATesla, Inc. Common Stock+15.25%7.41$2,798.88$298.84

Version history

1 merged · 0 open
  1. Merged#36 Initial change@jeongjoonlee · Created Feb 20, 2025, 10:35 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified