My portfolio
- Tech
- Semis
- Software
- Hardware
- Ecommerce
- Discretionaries
- Retail
Performance
Growth of $1,000 · 1 year
$1,172.09+$172.09 (+17.21%)
S&P 500: 1,215.72
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 11, 2025 | $1,000.00 | Not available |
| Aug 11, 2025 | $1,000.00 | $1,000.00 |
| Aug 12, 2025 | $1,003.20 | $1,010.65 |
| Aug 13, 2025 | $1,004.99 | $1,011.65 |
| Aug 14, 2025 | $1,005.54 | $1,013.57 |
| Aug 15, 2025 | $1,003.59 | $1,011.83 |
| Aug 18, 2025 | $1,006.55 | $1,011.15 |
| Aug 19, 2025 | $998.23 | $1,008.48 |
| Aug 20, 2025 | $982.99 | $1,003.44 |
| Aug 21, 2025 | $972.77 | $1,000.46 |
| Aug 22, 2025 | $988.80 | $1,016.09 |
| Aug 25, 2025 | $1,005.64 | $1,010.30 |
| Aug 26, 2025 | $1,006.43 | $1,009.88 |
| Aug 27, 2025 | $1,016.76 | $1,017.77 |
| Aug 28, 2025 | $1,019.01 | $1,017.87 |
| Aug 29, 2025 | $1,016.89 | $1,013.33 |
| Sep 2, 2025 | $978.07 | $1,006.81 |
| Sep 3, 2025 | $988.73 | $1,009.22 |
| Sep 4, 2025 | $1,004.25 | $1,016.35 |
| Sep 5, 2025 | $1,018.42 | $1,014.80 |
| Sep 8, 2025 | $1,024.47 | $1,020.30 |
| Sep 9, 2025 | $1,017.12 | $1,022.28 |
| Sep 10, 2025 | $1,022.37 | $1,025.62 |
| Sep 11, 2025 | $1,013.44 | $1,034.14 |
| Sep 12, 2025 | $1,039.88 | $1,034.92 |
| Sep 15, 2025 | $1,094.47 | $1,039.35 |
| Sep 16, 2025 | $1,089.01 | $1,040.39 |
| Sep 17, 2025 | $1,090.93 | $1,036.58 |
| Sep 18, 2025 | $1,106.49 | $1,042.26 |
| Sep 19, 2025 | $1,103.92 | $1,039.64 |
| Sep 22, 2025 | $1,119.63 | $1,048.62 |
| Sep 23, 2025 | $1,143.76 | $1,042.91 |
| Sep 24, 2025 | $1,127.29 | $1,039.03 |
| Sep 25, 2025 | $1,121.95 | $1,036.36 |
| Sep 26, 2025 | $1,119.23 | $1,040.31 |
| Sep 29, 2025 | $1,140.38 | $1,043.71 |
| Sep 30, 2025 | $1,140.20 | $1,042.69 |
| Oct 1, 2025 | $1,143.25 | $1,048.84 |
| Oct 2, 2025 | $1,180.24 | $1,051.77 |
| Oct 3, 2025 | $1,150.51 | $1,052.35 |
| Oct 6, 2025 | $1,146.11 | $1,054.48 |
| Oct 7, 2025 | $1,157.15 | $1,057.40 |
| Oct 8, 2025 | $1,134.03 | $1,056.55 |
| Oct 9, 2025 | $1,147.79 | $1,056.98 |
| Oct 10, 2025 | $1,151.07 | $1,036.33 |
| Oct 13, 2025 | $1,116.93 | $1,042.39 |
| Oct 14, 2025 | $1,112.73 | $1,043.14 |
| Oct 15, 2025 | $1,125.90 | $1,052.07 |
| Oct 16, 2025 | $1,120.72 | $1,036.79 |
| Oct 17, 2025 | $1,107.45 | $1,035.98 |
| Oct 20, 2025 | $1,152.47 | $1,055.64 |
| Oct 21, 2025 | $1,151.56 | $1,054.51 |
| Oct 22, 2025 | $1,149.13 | $1,052.92 |
| Oct 23, 2025 | $1,120.29 | $1,052.98 |
| Oct 24, 2025 | $1,155.82 | $1,066.46 |
| Oct 27, 2025 | $1,183.17 | $1,077.56 |
| Oct 28, 2025 | $1,188.73 | $1,078.92 |
| Oct 29, 2025 | $1,215.98 | $1,083.19 |
| Oct 30, 2025 | $1,200.76 | $1,073.86 |
| Oct 31, 2025 | $1,218.28 | $1,075.88 |
| Nov 3, 2025 | $1,235.88 | $1,074.57 |
| Nov 4, 2025 | $1,209.36 | $1,065.59 |
| Nov 5, 2025 | $1,206.02 | $1,064.96 |
| Nov 6, 2025 | $1,213.30 | $1,055.83 |
| Nov 7, 2025 | $1,173.01 | $1,042.51 |
| Nov 10, 2025 | $1,200.23 | $1,071.58 |
| Nov 11, 2025 | $1,194.44 | $1,068.33 |
| Nov 12, 2025 | $1,192.81 | $1,074.63 |
| Nov 13, 2025 | $1,170.49 | $1,066.88 |
| Nov 14, 2025 | $1,113.60 | $1,057.57 |
| Nov 17, 2025 | $1,135.60 | $1,046.78 |
| Nov 18, 2025 | $1,128.13 | $1,036.38 |
| Nov 19, 2025 | $1,121.85 | $1,042.00 |
| Nov 20, 2025 | $1,151.86 | $1,061.63 |
| Nov 21, 2025 | $1,108.84 | $1,039.03 |
| Nov 24, 2025 | $1,146.44 | $1,051.59 |
| Nov 25, 2025 | $1,133.80 | $1,052.73 |
| Nov 26, 2025 | $1,156.72 | $1,071.12 |
| Nov 28, 2025 | $1,161.60 | $1,074.65 |
| Dec 1, 2025 | $1,170.71 | $1,069.74 |
| Dec 2, 2025 | $1,180.24 | $1,071.72 |
| Dec 3, 2025 | $1,183.13 | $1,075.50 |
| Dec 4, 2025 | $1,193.70 | $1,073.76 |
| Dec 5, 2025 | $1,193.09 | $1,078.69 |
| Dec 8, 2025 | $1,175.21 | $1,075.03 |
| Dec 9, 2025 | $1,173.57 | $1,074.10 |
| Dec 10, 2025 | $1,182.54 | $1,075.36 |
| Dec 11, 2025 | $1,182.96 | $1,073.54 |
| Dec 12, 2025 | $1,181.75 | $1,072.08 |
| Dec 15, 2025 | $1,193.85 | $1,070.46 |
| Dec 16, 2025 | $1,189.70 | $1,067.38 |
| Dec 17, 2025 | $1,209.69 | $1,057.65 |
| Dec 18, 2025 | $1,196.00 | $1,063.77 |
| Dec 19, 2025 | $1,209.35 | $1,068.24 |
| Dec 22, 2025 | $1,216.02 | $1,076.91 |
| Dec 23, 2025 | $1,216.05 | $1,079.47 |
| Dec 24, 2025 | $1,224.45 | $1,085.64 |
| Dec 26, 2025 | $1,215.64 | $1,085.53 |
| Dec 29, 2025 | $1,197.18 | $1,081.66 |
| Dec 30, 2025 | $1,197.14 | $1,080.34 |
| Dec 31, 2025 | $1,194.88 | $1,072.34 |
| Jan 2, 2026 | $1,168.27 | $1,074.30 |
| Jan 5, 2026 | $1,181.24 | $1,081.46 |
| Jan 6, 2026 | $1,177.74 | $1,083.76 |
| Jan 7, 2026 | $1,165.02 | $1,089.77 |
| Jan 8, 2026 | $1,151.85 | $1,083.36 |
| Jan 9, 2026 | $1,156.80 | $1,087.36 |
| Jan 12, 2026 | $1,175.28 | $1,093.16 |
| Jan 13, 2026 | $1,174.46 | $1,092.77 |
| Jan 14, 2026 | $1,159.30 | $1,080.13 |
| Jan 15, 2026 | $1,164.88 | $1,088.56 |
| Jan 16, 2026 | $1,170.03 | $1,087.65 |
| Jan 20, 2026 | $1,108.93 | $1,065.51 |
| Jan 21, 2026 | $1,115.31 | $1,069.34 |
| Jan 22, 2026 | $1,138.10 | $1,083.52 |
| Jan 23, 2026 | $1,152.11 | $1,084.42 |
| Jan 26, 2026 | $1,151.02 | $1,089.34 |
| Jan 27, 2026 | $1,159.93 | $1,094.15 |
| Jan 28, 2026 | $1,162.16 | $1,094.00 |
| Jan 29, 2026 | $1,165.74 | $1,086.72 |
| Jan 30, 2026 | $1,146.88 | $1,088.14 |
| Feb 2, 2026 | $1,158.07 | $1,093.55 |
| Feb 3, 2026 | $1,156.82 | $1,084.30 |
| Feb 4, 2026 | $1,152.96 | $1,073.59 |
| Feb 5, 2026 | $1,118.29 | $1,064.18 |
| Feb 6, 2026 | $1,107.69 | $1,081.18 |
| Feb 9, 2026 | $1,140.78 | $1,091.25 |
| Feb 10, 2026 | $1,144.07 | $1,088.38 |
| Feb 11, 2026 | $1,154.13 | $1,086.50 |
| Feb 12, 2026 | $1,155.22 | $1,078.06 |
| Feb 13, 2026 | $1,112.07 | $1,076.96 |
| Feb 17, 2026 | $1,109.24 | $1,073.80 |
| Feb 18, 2026 | $1,117.41 | $1,079.21 |
| Feb 19, 2026 | $1,108.29 | $1,076.36 |
| Feb 20, 2026 | $1,104.99 | $1,083.63 |
| Feb 23, 2026 | $1,111.25 | $1,073.08 |
| Feb 24, 2026 | $1,133.70 | $1,081.15 |
| Feb 25, 2026 | $1,148.77 | $1,090.04 |
| Feb 26, 2026 | $1,123.34 | $1,083.94 |
| Feb 27, 2026 | $1,098.74 | $1,078.74 |
| Mar 2, 2026 | $1,105.04 | $1,079.35 |
| Mar 3, 2026 | $1,090.11 | $1,069.84 |
| Mar 4, 2026 | $1,111.42 | $1,077.38 |
| Mar 5, 2026 | $1,109.98 | $1,071.38 |
| Mar 6, 2026 | $1,087.14 | $1,057.33 |
| Mar 9, 2026 | $1,097.82 | $1,066.60 |
| Mar 10, 2026 | $1,102.55 | $1,064.88 |
| Mar 11, 2026 | $1,108.19 | $1,063.55 |
| Mar 12, 2026 | $1,102.36 | $1,047.40 |
| Mar 13, 2026 | $1,092.81 | $1,041.47 |
| Mar 16, 2026 | $1,085.01 | $1,052.07 |
| Mar 17, 2026 | $1,088.21 | $1,054.83 |
| Mar 18, 2026 | $1,088.93 | $1,040.12 |
| Mar 19, 2026 | $1,063.09 | $1,037.55 |
| Mar 20, 2026 | $1,054.80 | $1,019.89 |
| Mar 23, 2026 | $1,058.59 | $1,030.60 |
| Mar 24, 2026 | $1,050.25 | $1,027.14 |
| Mar 25, 2026 | $1,074.18 | $1,032.87 |
| Mar 26, 2026 | $1,060.97 | $1,014.42 |
| Mar 27, 2026 | $1,041.51 | $997.12 |
| Mar 30, 2026 | $1,007.96 | $993.79 |
| Mar 31, 2026 | $1,020.70 | $1,022.68 |
| Apr 1, 2026 | $1,060.96 | $1,030.38 |
| Apr 2, 2026 | $1,038.36 | $1,029.08 |
| Apr 6, 2026 | $1,043.19 | $1,036.18 |
| Apr 7, 2026 | $1,030.00 | $1,036.64 |
| Apr 8, 2026 | $1,069.16 | $1,061.90 |
| Apr 9, 2026 | $1,047.08 | $1,069.18 |
| Apr 10, 2026 | $1,060.89 | $1,068.47 |
| Apr 13, 2026 | $1,075.08 | $1,078.91 |
| Apr 14, 2026 | $1,084.10 | $1,092.06 |
| Apr 15, 2026 | $1,103.21 | $1,100.67 |
| Apr 16, 2026 | $1,142.22 | $1,102.38 |
| Apr 17, 2026 | $1,152.05 | $1,119.91 |
| Apr 20, 2026 | $1,154.13 | $1,114.48 |
| Apr 21, 2026 | $1,157.96 | $1,115.54 |
| Apr 22, 2026 | $1,144.00 | $1,114.21 |
| Apr 23, 2026 | $1,144.59 | $1,115.68 |
| Apr 24, 2026 | $1,140.13 | $1,120.93 |
| Apr 27, 2026 | $1,158.08 | $1,124.62 |
| Apr 28, 2026 | $1,150.12 | $1,118.66 |
| Apr 29, 2026 | $1,148.28 | $1,116.45 |
| Apr 30, 2026 | $1,156.91 | $1,119.44 |
| May 1, 2026 | $1,162.50 | $1,134.07 |
| May 4, 2026 | $1,171.52 | $1,129.09 |
| May 5, 2026 | $1,178.06 | $1,137.19 |
| May 6, 2026 | $1,173.78 | $1,150.40 |
| May 7, 2026 | $1,215.80 | $1,154.87 |
| May 8, 2026 | $1,229.13 | $1,158.31 |
| May 11, 2026 | $1,267.45 | $1,162.57 |
| May 12, 2026 | $1,259.86 | $1,156.91 |
| May 13, 2026 | $1,263.25 | $1,160.41 |
| May 14, 2026 | $1,290.24 | $1,176.56 |
| May 15, 2026 | $1,270.64 | $1,166.09 |
| May 18, 2026 | $1,238.29 | $1,161.55 |
| May 19, 2026 | $1,224.90 | $1,151.54 |
| May 20, 2026 | $1,233.25 | $1,160.56 |
| May 21, 2026 | $1,253.65 | $1,161.30 |
| May 22, 2026 | $1,262.92 | $1,175.01 |
| May 26, 2026 | $1,268.00 | $1,180.32 |
| May 27, 2026 | $1,275.29 | $1,179.72 |
| May 28, 2026 | $1,282.24 | $1,186.01 |
| May 29, 2026 | $1,282.49 | $1,191.82 |
| Jun 1, 2026 | $1,254.96 | $1,192.82 |
| Jun 2, 2026 | $1,272.63 | $1,191.13 |
| Jun 3, 2026 | $1,260.67 | $1,193.01 |
| Jun 4, 2026 | $1,245.70 | $1,182.23 |
| Jun 5, 2026 | $1,242.92 | $1,183.49 |
| Jun 8, 2026 | $1,213.31 | $1,162.44 |
| Jun 9, 2026 | $1,181.20 | $1,160.08 |
| Jun 10, 2026 | $1,167.69 | $1,152.73 |
| Jun 11, 2026 | $1,179.44 | $1,141.03 |
| Jun 12, 2026 | $1,186.51 | $1,160.98 |
| Jun 15, 2026 | $1,213.84 | $1,186.99 |
| Jun 16, 2026 | $1,204.98 | $1,179.91 |
| Jun 17, 2026 | $1,183.40 | $1,165.18 |
| Jun 18, 2026 | $1,201.93 | $1,174.27 |
| Jun 22, 2026 | $1,194.87 | $1,170.57 |
| Jun 23, 2026 | $1,158.83 | $1,153.57 |
| Jun 24, 2026 | $1,149.87 | $1,153.04 |
| Jun 25, 2026 | $1,115.90 | $1,152.00 |
| Jun 26, 2026 | $1,135.39 | $1,146.35 |
| Jun 29, 2026 | $1,172.50 | $1,165.24 |
| Jun 30, 2026 | $1,195.62 | $1,174.31 |
| Jul 1, 2026 | $1,206.76 | $1,172.73 |
| Jul 2, 2026 | $1,188.71 | $1,171.19 |
| Jul 6, 2026 | $1,223.62 | $1,181.41 |
| Jul 7, 2026 | $1,206.17 | $1,175.79 |
| Jul 8, 2026 | $1,207.03 | $1,172.16 |
| Jul 9, 2026 | $1,224.12 | $1,182.08 |
| Jul 10, 2026 | $1,231.74 | $1,187.18 |
| Jul 13, 2026 | $1,214.87 | $1,178.09 |
| Jul 14, 2026 | $1,222.62 | $1,182.27 |
| Jul 15, 2026 | $1,242.48 | $1,186.57 |
| Jul 16, 2026 | $1,237.59 | $1,180.53 |
| Jul 17, 2026 | $1,220.49 | $1,168.84 |
| Jul 20, 2026 | $1,202.35 | $1,166.95 |
| Jul 21, 2026 | $1,216.03 | $1,176.69 |
| Jul 22, 2026 | $1,212.65 | $1,175.64 |
| Jul 23, 2026 | $1,139.39 | $1,160.81 |
| Jul 24, 2026 | $1,143.49 | $1,161.99 |
| Jul 27, 2026 | $1,132.85 | $1,162.24 |
| Jul 28, 2026 | $1,135.16 | $1,165.02 |
| Jul 29, 2026 | $1,112.97 | $1,147.09 |
| Jul 30, 2026 | $1,129.60 | $1,166.37 |
| Jul 31, 2026 | $1,132.09 | $1,174.72 |
| Aug 3, 2026 | $1,151.24 | $1,191.45 |
| Aug 4, 2026 | $1,166.00 | $1,212.94 |
| Aug 5, 2026 | $1,166.18 | $1,210.51 |
| Aug 6, 2026 | $1,165.41 | $1,208.58 |
| Aug 7, 2026 | $1,183.23 | $1,215.97 |
| Aug 10, 2026 | $1,172.09 | $1,215.72 |
PortfolioS&P 500
- Time-weighted return
- +17.21%
- Modified Dietz return
- +17.21%
- Normalized wealth
- 1,172.09
- Holdings
- 4
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 AAPLApple Inc. | +33.50% | 4.1 | $1,254.62 | $254.62 |
 TSLATesla, Inc. Common Stock | +29.07% | 3.3 | $1,088.70 | $88.71 |
 NVDANvidia Corp | +20.88% | 3.57 | $782.17 | $282.16 |
 AMZNAmazon.Com Inc | +16.55% | 2.23 | $620.06 | $120.07 |
Version history
- Merged#16 Dog@mathew · Created Feb 18, 2025, 8:45 PMVerification: Unverified
- Merged#10 Add AAPL@mathew · Created Feb 18, 2025, 5:12 PMVerification: Unverified
- Merged#9 Initial change@mathew · Created Feb 18, 2025, 5:11 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified