My portfolio
- Tech
- Semis
- Software
- Hardware
- Ecommerce
- Discretionaries
- Retail
Performance
Growth of $1,000 · 1 year
$1,297.14+$297.14 (+29.71%)
S&P 500: 1,159.86
| Date | Portfolio | S&P 500 |
|---|---|---|
| Sep 24, 2025 | $1,000.00 | Not available |
| Sep 24, 2025 | $1,000.00 | $1,000.00 |
| Sep 25, 2025 | $995.26 | $997.42 |
| Sep 26, 2025 | $992.85 | $1,001.23 |
| Sep 29, 2025 | $1,011.61 | $1,004.50 |
| Sep 30, 2025 | $1,011.45 | $1,003.52 |
| Oct 1, 2025 | $1,014.16 | $1,009.44 |
| Oct 2, 2025 | $1,046.97 | $1,012.26 |
| Oct 3, 2025 | $1,020.60 | $1,012.82 |
| Oct 6, 2025 | $1,016.69 | $1,014.87 |
| Oct 7, 2025 | $1,026.49 | $1,017.67 |
| Oct 8, 2025 | $1,005.98 | $1,016.86 |
| Oct 9, 2025 | $1,018.18 | $1,017.27 |
| Oct 10, 2025 | $1,021.10 | $997.40 |
| Oct 13, 2025 | $990.82 | $1,003.23 |
| Oct 14, 2025 | $987.08 | $1,003.96 |
| Oct 15, 2025 | $998.77 | $1,012.55 |
| Oct 16, 2025 | $994.18 | $997.84 |
| Oct 17, 2025 | $982.40 | $997.06 |
| Oct 20, 2025 | $1,022.34 | $1,015.98 |
| Oct 21, 2025 | $1,021.53 | $1,014.90 |
| Oct 22, 2025 | $1,019.37 | $1,013.37 |
| Oct 23, 2025 | $993.80 | $1,013.42 |
| Oct 24, 2025 | $1,025.31 | $1,026.40 |
| Oct 27, 2025 | $1,049.57 | $1,037.08 |
| Oct 28, 2025 | $1,054.51 | $1,038.39 |
| Oct 29, 2025 | $1,078.68 | $1,042.50 |
| Oct 30, 2025 | $1,065.18 | $1,033.52 |
| Oct 31, 2025 | $1,080.72 | $1,035.46 |
| Nov 3, 2025 | $1,096.33 | $1,034.20 |
| Nov 4, 2025 | $1,072.81 | $1,025.56 |
| Nov 5, 2025 | $1,069.84 | $1,024.95 |
| Nov 6, 2025 | $1,076.30 | $1,016.17 |
| Nov 7, 2025 | $1,040.56 | $1,003.35 |
| Nov 10, 2025 | $1,064.70 | $1,031.33 |
| Nov 11, 2025 | $1,059.57 | $1,028.20 |
| Nov 12, 2025 | $1,058.13 | $1,034.26 |
| Nov 13, 2025 | $1,038.32 | $1,026.80 |
| Nov 14, 2025 | $987.86 | $1,017.84 |
| Nov 17, 2025 | $1,007.38 | $1,007.46 |
| Nov 18, 2025 | $1,000.74 | $997.45 |
| Nov 19, 2025 | $995.18 | $1,002.86 |
| Nov 20, 2025 | $1,021.80 | $1,021.75 |
| Nov 21, 2025 | $983.63 | $1,000.00 |
| Nov 24, 2025 | $1,016.99 | $1,012.09 |
| Nov 25, 2025 | $1,005.78 | $1,013.19 |
| Nov 26, 2025 | $1,026.11 | $1,030.88 |
| Nov 28, 2025 | $1,030.44 | $1,034.28 |
| Dec 1, 2025 | $1,038.52 | $1,029.55 |
| Dec 2, 2025 | $1,046.98 | $1,031.46 |
| Dec 3, 2025 | $1,049.54 | $1,035.10 |
| Dec 4, 2025 | $1,058.92 | $1,033.42 |
| Dec 5, 2025 | $1,058.38 | $1,038.17 |
| Dec 8, 2025 | $1,042.51 | $1,034.64 |
| Dec 9, 2025 | $1,041.05 | $1,033.75 |
| Dec 10, 2025 | $1,049.01 | $1,034.96 |
| Dec 11, 2025 | $1,049.39 | $1,033.21 |
| Dec 12, 2025 | $1,048.31 | $1,031.81 |
| Dec 15, 2025 | $1,059.05 | $1,030.25 |
| Dec 16, 2025 | $1,055.36 | $1,027.28 |
| Dec 17, 2025 | $1,073.10 | $1,017.91 |
| Dec 18, 2025 | $1,060.95 | $1,023.80 |
| Dec 19, 2025 | $1,072.80 | $1,028.11 |
| Dec 22, 2025 | $1,078.71 | $1,036.46 |
| Dec 23, 2025 | $1,078.74 | $1,038.92 |
| Dec 24, 2025 | $1,086.19 | $1,044.86 |
| Dec 26, 2025 | $1,078.38 | $1,044.75 |
| Dec 29, 2025 | $1,062.01 | $1,041.03 |
| Dec 30, 2025 | $1,061.97 | $1,039.76 |
| Dec 31, 2025 | $1,059.96 | $1,032.05 |
| Jan 2, 2026 | $1,036.35 | $1,033.94 |
| Jan 5, 2026 | $1,047.86 | $1,040.83 |
| Jan 6, 2026 | $1,044.76 | $1,043.04 |
| Jan 7, 2026 | $1,033.47 | $1,048.83 |
| Jan 8, 2026 | $1,021.79 | $1,042.66 |
| Jan 9, 2026 | $1,026.18 | $1,046.51 |
| Jan 12, 2026 | $1,042.58 | $1,052.09 |
| Jan 13, 2026 | $1,041.85 | $1,051.72 |
| Jan 14, 2026 | $1,028.40 | $1,039.55 |
| Jan 15, 2026 | $1,033.34 | $1,047.67 |
| Jan 16, 2026 | $1,037.92 | $1,046.79 |
| Jan 20, 2026 | $983.71 | $1,025.48 |
| Jan 21, 2026 | $989.38 | $1,029.17 |
| Jan 22, 2026 | $1,009.59 | $1,042.81 |
| Jan 23, 2026 | $1,022.02 | $1,043.68 |
| Jan 26, 2026 | $1,021.05 | $1,048.41 |
| Jan 27, 2026 | $1,028.96 | $1,053.05 |
| Jan 28, 2026 | $1,030.94 | $1,052.90 |
| Jan 29, 2026 | $1,034.11 | $1,045.89 |
| Jan 30, 2026 | $1,017.38 | $1,047.26 |
| Feb 2, 2026 | $1,027.31 | $1,052.47 |
| Feb 3, 2026 | $1,026.20 | $1,043.57 |
| Feb 4, 2026 | $1,022.77 | $1,033.26 |
| Feb 5, 2026 | $992.02 | $1,024.20 |
| Feb 6, 2026 | $982.61 | $1,040.57 |
| Feb 9, 2026 | $1,011.97 | $1,050.26 |
| Feb 10, 2026 | $1,014.89 | $1,047.49 |
| Feb 11, 2026 | $1,023.82 | $1,045.68 |
| Feb 12, 2026 | $1,024.78 | $1,037.56 |
| Feb 13, 2026 | $986.50 | $1,036.50 |
| Feb 17, 2026 | $983.99 | $1,033.46 |
| Feb 18, 2026 | $991.24 | $1,038.67 |
| Feb 19, 2026 | $983.15 | $1,035.93 |
| Feb 20, 2026 | $980.22 | $1,042.92 |
| Feb 23, 2026 | $985.77 | $1,032.76 |
| Feb 24, 2026 | $1,005.69 | $1,040.53 |
| Feb 25, 2026 | $1,019.06 | $1,049.09 |
| Feb 26, 2026 | $996.50 | $1,043.22 |
| Feb 27, 2026 | $974.68 | $1,038.21 |
| Mar 2, 2026 | $980.27 | $1,038.80 |
| Mar 3, 2026 | $967.02 | $1,029.65 |
| Mar 4, 2026 | $985.93 | $1,036.91 |
| Mar 5, 2026 | $984.65 | $1,031.13 |
| Mar 6, 2026 | $964.38 | $1,017.61 |
| Mar 9, 2026 | $973.86 | $1,026.53 |
| Mar 10, 2026 | $978.06 | $1,024.88 |
| Mar 11, 2026 | $983.06 | $1,023.59 |
| Mar 12, 2026 | $977.89 | $1,008.05 |
| Mar 13, 2026 | $969.42 | $1,002.34 |
| Mar 16, 2026 | $962.50 | $1,012.54 |
| Mar 17, 2026 | $965.34 | $1,015.21 |
| Mar 18, 2026 | $965.98 | $1,001.04 |
| Mar 19, 2026 | $943.05 | $998.57 |
| Mar 20, 2026 | $935.70 | $981.58 |
| Mar 23, 2026 | $939.06 | $991.88 |
| Mar 24, 2026 | $931.66 | $988.56 |
| Mar 25, 2026 | $952.89 | $994.06 |
| Mar 26, 2026 | $941.17 | $976.31 |
| Mar 27, 2026 | $923.91 | $959.66 |
| Mar 30, 2026 | $894.15 | $956.46 |
| Mar 31, 2026 | $905.44 | $984.26 |
| Apr 1, 2026 | $941.16 | $991.67 |
| Apr 2, 2026 | $921.12 | $990.42 |
| Apr 6, 2026 | $925.40 | $997.26 |
| Apr 7, 2026 | $913.70 | $997.70 |
| Apr 8, 2026 | $948.44 | $1,022.01 |
| Apr 9, 2026 | $928.85 | $1,029.01 |
| Apr 10, 2026 | $941.10 | $1,028.33 |
| Apr 13, 2026 | $953.69 | $1,038.38 |
| Apr 14, 2026 | $961.69 | $1,051.03 |
| Apr 15, 2026 | $978.64 | $1,059.32 |
| Apr 16, 2026 | $1,013.25 | $1,060.97 |
| Apr 17, 2026 | $1,021.97 | $1,077.84 |
| Apr 20, 2026 | $1,023.81 | $1,072.61 |
| Apr 21, 2026 | $1,027.21 | $1,073.64 |
| Apr 22, 2026 | $1,014.82 | $1,072.36 |
| Apr 23, 2026 | $1,015.35 | $1,073.77 |
| Apr 24, 2026 | $1,011.39 | $1,078.82 |
| Apr 27, 2026 | $1,027.32 | $1,082.37 |
| Apr 28, 2026 | $1,020.26 | $1,076.63 |
| Apr 29, 2026 | $1,018.63 | $1,074.51 |
| Apr 30, 2026 | $1,026.28 | $1,077.39 |
| May 1, 2026 | $1,031.24 | $1,091.47 |
| May 4, 2026 | $1,039.24 | $1,086.67 |
| May 5, 2026 | $1,045.04 | $1,094.47 |
| May 6, 2026 | $1,041.24 | $1,107.18 |
| May 7, 2026 | $1,078.52 | $1,111.49 |
| May 8, 2026 | $1,090.34 | $1,114.79 |
| May 11, 2026 | $1,124.34 | $1,118.89 |
| May 12, 2026 | $1,117.60 | $1,113.45 |
| May 13, 2026 | $1,120.61 | $1,116.82 |
| May 14, 2026 | $1,144.55 | $1,132.36 |
| May 15, 2026 | $1,127.16 | $1,122.29 |
| May 18, 2026 | $1,098.47 | $1,117.91 |
| May 19, 2026 | $1,086.59 | $1,108.28 |
| May 20, 2026 | $1,094.00 | $1,116.96 |
| May 21, 2026 | $1,112.09 | $1,117.68 |
| May 22, 2026 | $1,120.32 | $1,130.87 |
| May 26, 2026 | $1,124.83 | $1,135.98 |
| May 27, 2026 | $1,131.29 | $1,135.40 |
| May 28, 2026 | $1,137.45 | $1,141.46 |
| May 29, 2026 | $1,137.68 | $1,147.05 |
| Jun 1, 2026 | $1,113.25 | $1,148.01 |
| Jun 2, 2026 | $1,128.93 | $1,146.38 |
| Jun 3, 2026 | $1,118.32 | $1,148.19 |
| Jun 4, 2026 | $1,105.04 | $1,137.82 |
| Jun 5, 2026 | $1,102.58 | $1,139.03 |
| Jun 8, 2026 | $1,076.31 | $1,118.77 |
| Jun 9, 2026 | $1,047.83 | $1,116.49 |
| Jun 10, 2026 | $1,035.84 | $1,109.42 |
| Jun 11, 2026 | $1,046.26 | $1,098.17 |
| Jun 12, 2026 | $1,052.54 | $1,117.37 |
| Jun 15, 2026 | $1,076.78 | $1,142.40 |
| Jun 16, 2026 | $1,068.92 | $1,135.59 |
| Jun 17, 2026 | $1,049.78 | $1,121.41 |
| Jun 18, 2026 | $1,066.21 | $1,130.15 |
| Jun 22, 2026 | $1,059.95 | $1,126.60 |
| Jun 23, 2026 | $1,027.98 | $1,110.24 |
| Jun 24, 2026 | $1,020.03 | $1,109.72 |
| Jun 25, 2026 | $989.90 | $1,108.73 |
| Jun 26, 2026 | $1,007.19 | $1,103.29 |
| Jun 29, 2026 | $1,040.11 | $1,121.47 |
| Jun 30, 2026 | $1,060.61 | $1,130.20 |
| Jul 1, 2026 | $1,070.50 | $1,128.67 |
| Jul 2, 2026 | $1,054.49 | $1,127.19 |
| Jul 6, 2026 | $1,085.46 | $1,137.02 |
| Jul 7, 2026 | $1,069.98 | $1,131.62 |
| Jul 8, 2026 | $1,070.74 | $1,128.13 |
| Jul 9, 2026 | $1,085.90 | $1,137.68 |
| Jul 10, 2026 | $1,092.66 | $1,142.58 |
| Jul 13, 2026 | $1,077.70 | $1,133.83 |
| Jul 14, 2026 | $1,084.57 | $1,137.86 |
| Jul 15, 2026 | $1,102.18 | $1,141.99 |
| Jul 16, 2026 | $1,097.85 | $1,136.18 |
| Jul 17, 2026 | $1,082.68 | $1,124.93 |
| Jul 20, 2026 | $1,066.59 | $1,123.12 |
| Jul 21, 2026 | $1,078.72 | $1,132.48 |
| Jul 22, 2026 | $1,075.73 | $1,131.47 |
| Jul 23, 2026 | $1,010.74 | $1,117.20 |
| Jul 24, 2026 | $1,014.37 | $1,118.33 |
| Jul 27, 2026 | $1,004.93 | $1,118.58 |
| Jul 28, 2026 | $1,006.99 | $1,121.25 |
| Jul 29, 2026 | $987.30 | $1,104.00 |
| Jul 30, 2026 | $1,002.05 | $1,122.55 |
| Jul 31, 2026 | $1,004.26 | $1,130.59 |
| Aug 3, 2026 | $1,021.24 | $1,146.70 |
| Aug 4, 2026 | $1,034.34 | $1,167.37 |
| Aug 5, 2026 | $1,034.50 | $1,165.04 |
| Aug 6, 2026 | $1,033.81 | $1,163.18 |
| Aug 7, 2026 | $1,049.62 | $1,170.29 |
| Aug 10, 2026 | $1,042.21 | $1,169.94 |
| Aug 11, 2026 | $1,036.33 | $1,166.20 |
| Aug 12, 2026 | $1,032.11 | $1,169.13 |
| Aug 13, 2026 | $1,046.77 | $1,177.28 |
| Aug 14, 2026 | $1,048.05 | $1,174.95 |
| Aug 17, 2026 | $1,043.90 | $1,169.40 |
| Aug 18, 2026 | $1,040.25 | $1,161.50 |
| Aug 19, 2026 | $1,062.77 | $1,163.93 |
| Aug 20, 2026 | $1,046.83 | $1,153.75 |
| Aug 21, 2026 | $1,057.58 | $1,158.88 |
| Aug 24, 2026 | $1,042.23 | $1,155.47 |
| Aug 25, 2026 | $1,046.78 | $1,159.17 |
| Aug 26, 2026 | $1,042.95 | $1,159.42 |
| Aug 27, 2026 | $1,067.77 | $1,167.02 |
| Aug 28, 2026 | $1,064.08 | $1,164.37 |
| Aug 31, 2026 | $1,077.72 | $1,160.89 |
| Sep 1, 2026 | $1,069.98 | $1,152.92 |
| Sep 2, 2026 | $1,077.32 | $1,158.03 |
| Sep 3, 2026 | $1,105.19 | $1,170.15 |
| Sep 4, 2026 | $1,076.84 | $1,165.64 |
| Sep 8, 2026 | $1,080.36 | $1,159.24 |
| Sep 9, 2026 | $1,074.38 | $1,153.85 |
| Sep 10, 2026 | $1,077.77 | $1,147.03 |
| Sep 11, 2026 | $1,281.20 | $1,156.82 |
| Sep 14, 2026 | $1,266.88 | $1,151.55 |
| Sep 15, 2026 | $1,260.66 | $1,146.27 |
| Sep 16, 2026 | $1,263.70 | $1,141.22 |
| Sep 17, 2026 | $1,284.58 | $1,154.16 |
| Sep 18, 2026 | $1,285.78 | $1,152.78 |
| Sep 21, 2026 | $1,307.76 | $1,170.65 |
| Sep 22, 2026 | $1,311.24 | $1,170.60 |
| Sep 23, 2026 | $1,302.28 | $1,162.04 |
| Sep 24, 2026 | $1,297.14 | $1,159.86 |
PortfolioS&P 500
- Time-weighted return
- +29.71%
- Modified Dietz return
- +29.71%
- Normalized wealth
- 1,297.14
- Holdings
- 4
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 AAPLApple Inc. | +34.57% | 4.1 | $1,375.64 | $375.64 |
 TSLATesla, Inc. Common Stock | +31.36% | 3.3 | $1,247.91 | $247.92 |
 NVDANvidia Corp | +20.10% | 3.57 | $799.60 | $299.60 |
 AMZNAmazon.Com Inc | +13.97% | 2.23 | $555.72 | $55.73 |
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