My portfolio
- Tech
- Semis
- Software
- Hardware
- Ecommerce
- Discretionaries
- Retail
Performance
Growth of $1,000 · 3 months
$1,310.53+$310.53 (+31.05%)
S&P 500: 1,046.28
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jun 25, 2026 | $1,000.00 | Not available |
| Jun 25, 2026 | $1,000.00 | $1,000.00 |
| Jun 26, 2026 | $1,017.46 | $995.10 |
| Jun 29, 2026 | $1,050.72 | $1,011.49 |
| Jun 30, 2026 | $1,071.44 | $1,019.37 |
| Jul 1, 2026 | $1,081.42 | $1,017.99 |
| Jul 2, 2026 | $1,065.25 | $1,016.65 |
| Jul 6, 2026 | $1,096.53 | $1,025.52 |
| Jul 7, 2026 | $1,080.90 | $1,020.65 |
| Jul 8, 2026 | $1,081.66 | $1,017.50 |
| Jul 9, 2026 | $1,096.98 | $1,026.11 |
| Jul 10, 2026 | $1,103.81 | $1,030.53 |
| Jul 13, 2026 | $1,088.69 | $1,022.64 |
| Jul 14, 2026 | $1,095.63 | $1,026.27 |
| Jul 15, 2026 | $1,113.43 | $1,030.01 |
| Jul 16, 2026 | $1,109.05 | $1,024.76 |
| Jul 17, 2026 | $1,093.73 | $1,014.62 |
| Jul 20, 2026 | $1,077.48 | $1,012.98 |
| Jul 21, 2026 | $1,089.73 | $1,021.43 |
| Jul 22, 2026 | $1,086.70 | $1,020.51 |
| Jul 23, 2026 | $1,021.05 | $1,007.64 |
| Jul 24, 2026 | $1,024.73 | $1,008.67 |
| Jul 27, 2026 | $1,015.19 | $1,008.88 |
| Jul 28, 2026 | $1,017.26 | $1,011.30 |
| Jul 29, 2026 | $997.37 | $995.74 |
| Jul 30, 2026 | $1,012.28 | $1,012.47 |
| Jul 31, 2026 | $1,014.51 | $1,019.72 |
| Aug 3, 2026 | $1,031.67 | $1,034.25 |
| Aug 4, 2026 | $1,044.90 | $1,052.89 |
| Aug 5, 2026 | $1,045.06 | $1,050.79 |
| Aug 6, 2026 | $1,044.36 | $1,049.11 |
| Aug 7, 2026 | $1,060.33 | $1,055.53 |
| Aug 10, 2026 | $1,052.84 | $1,055.21 |
| Aug 11, 2026 | $1,046.91 | $1,051.84 |
| Aug 12, 2026 | $1,042.64 | $1,054.48 |
| Aug 13, 2026 | $1,057.45 | $1,061.83 |
| Aug 14, 2026 | $1,058.75 | $1,059.73 |
| Aug 17, 2026 | $1,054.55 | $1,054.72 |
| Aug 18, 2026 | $1,050.86 | $1,047.60 |
| Aug 19, 2026 | $1,073.62 | $1,049.79 |
| Aug 20, 2026 | $1,057.51 | $1,040.60 |
| Aug 21, 2026 | $1,068.37 | $1,045.23 |
| Aug 24, 2026 | $1,052.86 | $1,042.16 |
| Aug 25, 2026 | $1,057.46 | $1,045.49 |
| Aug 26, 2026 | $1,053.60 | $1,045.73 |
| Aug 27, 2026 | $1,078.67 | $1,052.58 |
| Aug 28, 2026 | $1,074.94 | $1,050.19 |
| Aug 31, 2026 | $1,088.72 | $1,047.05 |
| Sep 1, 2026 | $1,080.90 | $1,039.86 |
| Sep 2, 2026 | $1,088.31 | $1,044.47 |
| Sep 3, 2026 | $1,116.46 | $1,055.40 |
| Sep 4, 2026 | $1,087.83 | $1,051.34 |
| Sep 8, 2026 | $1,091.39 | $1,045.56 |
| Sep 9, 2026 | $1,085.34 | $1,040.70 |
| Sep 10, 2026 | $1,088.77 | $1,034.55 |
| Sep 11, 2026 | $1,294.28 | $1,043.38 |
| Sep 14, 2026 | $1,279.81 | $1,038.63 |
| Sep 15, 2026 | $1,273.53 | $1,033.86 |
| Sep 16, 2026 | $1,276.60 | $1,029.30 |
| Sep 17, 2026 | $1,297.69 | $1,040.98 |
| Sep 18, 2026 | $1,298.90 | $1,039.73 |
| Sep 21, 2026 | $1,321.11 | $1,055.85 |
| Sep 22, 2026 | $1,324.63 | $1,055.81 |
| Sep 23, 2026 | $1,315.57 | $1,048.09 |
| Sep 24, 2026 | $1,310.53 | $1,046.28 |
PortfolioS&P 500
- Time-weighted return
- +31.05%
- Modified Dietz return
- +31.05%
- Normalized wealth
- 1,310.53
- Holdings
- 4
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 AAPLApple Inc. | +34.58% | 4.1 | $1,375.97 | $375.97 |
 TSLATesla, Inc. Common Stock | +31.36% | 3.3 | $1,247.81 | $247.82 |
 NVDANvidia Corp | +20.10% | 3.57 | $799.92 | $299.92 |
 AMZNAmazon.Com Inc | +13.96% | 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