My portfolio
- Tech
- Semis
- Software
- Hardware
- Ecommerce
- Discretionaries
- Retail
Performance
Growth of $1,000 · 5 years
$1,241.93+$241.93 (+24.19%)
S&P 500: 1,288.63
| Date | Portfolio | S&P 500 |
|---|---|---|
| Feb 18, 2025 | $1,000.00 | Not available |
| Feb 23, 2025 | $963.50 | $1,000.00 |
| Mar 2, 2025 | $924.91 | $990.90 |
| Mar 9, 2025 | $872.32 | $959.96 |
| Mar 16, 2025 | $829.77 | $938.11 |
| Mar 23, 2025 | $816.99 | $940.06 |
| Mar 30, 2025 | $836.48 | $926.19 |
| Apr 6, 2025 | $738.15 | $842.22 |
| Apr 13, 2025 | $794.09 | $889.99 |
| Apr 20, 2025 | $760.16 | $877.44 |
| Apr 27, 2025 | $846.81 | $917.83 |
| May 4, 2025 | $858.36 | $944.69 |
| May 11, 2025 | $856.25 | $940.66 |
| May 18, 2025 | $958.86 | $990.43 |
| May 25, 2025 | $920.22 | $965.28 |
| Jun 1, 2025 | $942.57 | $982.41 |
| Jun 8, 2025 | $905.57 | $998.67 |
| Jun 15, 2025 | $927.17 | $995.10 |
| Jun 22, 2025 | $930.26 | $990.57 |
| Jun 29, 2025 | $957.84 | $1,024.95 |
| Jul 6, 2025 | $959.29 | $1,042.34 |
| Jul 13, 2025 | $969.89 | $1,039.47 |
| Jul 20, 2025 | $996.66 | $1,046.07 |
| Jul 27, 2025 | $990.81 | $1,061.94 |
| Aug 3, 2025 | $949.41 | $1,036.30 |
| Aug 10, 2025 | $1,030.16 | $1,062.07 |
| Aug 17, 2025 | $1,037.86 | $1,072.51 |
| Aug 24, 2025 | $1,038.46 | $1,075.62 |
| Aug 31, 2025 | $1,033.42 | $1,075.19 |
| Sep 7, 2025 | $1,055.69 | $1,078.84 |
| Sep 14, 2025 | $1,105.94 | $1,095.79 |
| Sep 21, 2025 | $1,154.37 | $1,106.28 |
| Sep 28, 2025 | $1,176.20 | $1,103.14 |
| Oct 5, 2025 | $1,193.18 | $1,115.46 |
| Oct 12, 2025 | $1,137.23 | $1,088.48 |
| Oct 19, 2025 | $1,171.80 | $1,107.43 |
| Oct 26, 2025 | $1,191.36 | $1,128.86 |
| Nov 2, 2025 | $1,257.30 | $1,136.88 |
| Nov 9, 2025 | $1,211.12 | $1,118.40 |
| Nov 16, 2025 | $1,188.86 | $1,120.00 |
| Nov 23, 2025 | $1,146.54 | $1,098.49 |
| Nov 30, 2025 | $1,204.95 | $1,139.10 |
| Dec 7, 2025 | $1,235.01 | $1,142.93 |
| Dec 14, 2025 | $1,227.62 | $1,136.38 |
| Dec 21, 2025 | $1,253.03 | $1,134.43 |
| Dec 28, 2025 | $1,261.01 | $1,150.63 |
| Jan 4, 2026 | $1,211.87 | $1,138.73 |
| Jan 11, 2026 | $1,214.32 | $1,156.90 |
| Jan 18, 2026 | $1,196.82 | $1,152.88 |
| Jan 25, 2026 | $1,200.95 | $1,148.83 |
| Feb 1, 2026 | $1,200.27 | $1,153.40 |
| Feb 8, 2026 | $1,182.43 | $1,151.15 |
| Feb 15, 2026 | $1,142.98 | $1,136.36 |
| Feb 22, 2026 | $1,142.81 | $1,137.15 |
| Mar 1, 2026 | $1,161.37 | $1,145.38 |
| Mar 8, 2026 | $1,129.32 | $1,140.38 |
| Mar 15, 2026 | $1,115.22 | $1,130.78 |
| Mar 22, 2026 | $1,123.22 | $1,115.62 |
| Mar 29, 2026 | $1,096.29 | $1,096.84 |
| Apr 5, 2026 | $1,066.24 | $1,053.39 |
| Apr 12, 2026 | $1,087.97 | $1,098.33 |
| Apr 19, 2026 | $1,107.89 | $1,133.54 |
| Apr 26, 2026 | $1,202.99 | $1,173.58 |
| May 3, 2026 | $1,185.69 | $1,192.07 |
| May 10, 2026 | $1,215.29 | $1,201.49 |
| May 17, 2026 | $1,283.94 | $1,232.29 |
| May 24, 2026 | $1,302.51 | $1,235.54 |
| May 31, 2026 | $1,328.71 | $1,251.11 |
| Jun 7, 2026 | $1,297.24 | $1,259.89 |
| Jun 14, 2026 | $1,271.00 | $1,241.73 |
| Jun 21, 2026 | $1,246.64 | $1,244.69 |
| Jun 28, 2026 | $1,176.41 | $1,215.10 |
| Jul 5, 2026 | $1,233.90 | $1,241.42 |
| Jul 12, 2026 | $1,278.64 | $1,258.38 |
| Jul 19, 2026 | $1,266.22 | $1,238.94 |
| Jul 26, 2026 | $1,186.51 | $1,231.67 |
| Aug 2, 2026 | $1,174.06 | $1,245.17 |
| Aug 9, 2026 | $1,227.42 | $1,288.90 |
| Aug 10, 2026 | $1,215.83 | $1,288.63 |
PortfolioS&P 500
- Time-weighted return
- +24.19%
- Modified Dietz return
- +25.35%
- Normalized wealth
- 1,241.93
- 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