diapers and diamonds
- Discretionaries
- Necessities
- Healthcare
- Manufacturing
Performance
Growth of $1,000 · 5 years
$808.36-$191.64 (-19.16%)
S&P 500: 1,194.57
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 28, 2025 | $1,000.00 | Not available |
| Aug 28, 2025 | $994.31 | $1,000.00 |
| Aug 29, 2025 | $1,014.64 | $995.53 |
| Sep 2, 2025 | $1,005.32 | $989.13 |
| Sep 3, 2025 | $1,015.18 | $991.50 |
| Sep 4, 2025 | $1,015.84 | $998.50 |
| Sep 5, 2025 | $1,012.41 | $996.98 |
| Sep 8, 2025 | $1,001.42 | $1,002.38 |
| Sep 9, 2025 | $1,003.45 | $1,004.33 |
| Sep 10, 2025 | $981.07 | $1,007.61 |
| Sep 11, 2025 | $1,000.36 | $1,015.98 |
| Sep 12, 2025 | $978.85 | $1,016.75 |
| Sep 15, 2025 | $954.24 | $1,021.10 |
| Sep 16, 2025 | $958.77 | $1,022.12 |
| Sep 17, 2025 | $956.97 | $1,018.37 |
| Sep 18, 2025 | $986.60 | $1,023.96 |
| Sep 19, 2025 | $968.07 | $1,021.39 |
| Sep 22, 2025 | $958.91 | $1,030.21 |
| Sep 23, 2025 | $943.44 | $1,024.60 |
| Sep 24, 2025 | $926.36 | $1,020.79 |
| Sep 25, 2025 | $913.04 | $1,018.16 |
| Sep 26, 2025 | $916.83 | $1,022.04 |
| Sep 29, 2025 | $914.32 | $1,025.38 |
| Sep 30, 2025 | $919.87 | $1,024.38 |
| Oct 1, 2025 | $909.97 | $1,030.42 |
| Oct 2, 2025 | $912.35 | $1,033.30 |
| Oct 3, 2025 | $909.08 | $1,033.87 |
| Oct 6, 2025 | $899.95 | $1,035.96 |
| Oct 7, 2025 | $925.00 | $1,038.83 |
| Oct 8, 2025 | $937.64 | $1,038.00 |
| Oct 9, 2025 | $934.54 | $1,038.42 |
| Oct 10, 2025 | $901.29 | $1,018.13 |
| Oct 13, 2025 | $948.77 | $1,024.08 |
| Oct 14, 2025 | $957.63 | $1,024.83 |
| Oct 15, 2025 | $962.42 | $1,033.60 |
| Oct 16, 2025 | $961.65 | $1,018.58 |
| Oct 17, 2025 | $954.17 | $1,017.78 |
| Oct 20, 2025 | $973.75 | $1,037.10 |
| Oct 21, 2025 | $965.95 | $1,035.99 |
| Oct 22, 2025 | $955.46 | $1,034.43 |
| Oct 23, 2025 | $958.35 | $1,034.49 |
| Oct 24, 2025 | $970.70 | $1,047.74 |
| Oct 27, 2025 | $970.04 | $1,058.63 |
| Oct 28, 2025 | $964.54 | $1,059.97 |
| Oct 29, 2025 | $942.31 | $1,064.17 |
| Oct 30, 2025 | $953.39 | $1,055.00 |
| Oct 31, 2025 | $948.36 | $1,056.99 |
| Nov 3, 2025 | $890.14 | $1,055.70 |
| Nov 4, 2025 | $891.18 | $1,046.88 |
| Nov 5, 2025 | $878.59 | $1,046.26 |
| Nov 6, 2025 | $901.72 | $1,037.29 |
| Nov 7, 2025 | $923.07 | $1,024.20 |
| Nov 10, 2025 | $869.32 | $1,052.76 |
| Nov 11, 2025 | $868.02 | $1,049.57 |
| Nov 12, 2025 | $870.48 | $1,055.76 |
| Nov 13, 2025 | $866.40 | $1,048.15 |
| Nov 14, 2025 | $861.60 | $1,038.99 |
| Nov 17, 2025 | $836.65 | $1,028.40 |
| Nov 18, 2025 | $832.55 | $1,018.18 |
| Nov 19, 2025 | $818.26 | $1,023.70 |
| Nov 20, 2025 | $811.05 | $1,042.99 |
| Nov 21, 2025 | $827.22 | $1,020.78 |
| Nov 24, 2025 | $822.93 | $1,033.13 |
| Nov 25, 2025 | $841.85 | $1,034.25 |
| Nov 26, 2025 | $859.96 | $1,052.31 |
| Nov 28, 2025 | $861.52 | $1,055.78 |
| Dec 1, 2025 | $851.17 | $1,050.96 |
| Dec 2, 2025 | $840.64 | $1,052.90 |
| Dec 3, 2025 | $851.70 | $1,056.61 |
| Dec 4, 2025 | $859.01 | $1,054.90 |
| Dec 5, 2025 | $850.04 | $1,059.75 |
| Dec 8, 2025 | $824.05 | $1,056.15 |
| Dec 9, 2025 | $832.34 | $1,055.24 |
| Dec 10, 2025 | $844.60 | $1,056.47 |
| Dec 11, 2025 | $850.21 | $1,054.69 |
| Dec 12, 2025 | $845.33 | $1,053.26 |
| Dec 15, 2025 | $843.86 | $1,051.67 |
| Dec 16, 2025 | $845.30 | $1,048.63 |
| Dec 17, 2025 | $843.13 | $1,039.07 |
| Dec 18, 2025 | $833.73 | $1,045.09 |
| Dec 19, 2025 | $837.20 | $1,049.48 |
| Dec 22, 2025 | $831.65 | $1,058.00 |
| Dec 23, 2025 | $832.32 | $1,060.51 |
| Dec 24, 2025 | $835.27 | $1,066.57 |
| Dec 26, 2025 | $835.58 | $1,066.47 |
| Dec 29, 2025 | $839.22 | $1,062.67 |
| Dec 30, 2025 | $839.23 | $1,061.37 |
| Dec 31, 2025 | $830.38 | $1,053.50 |
| Jan 2, 2026 | $838.69 | $1,055.44 |
| Jan 5, 2026 | $826.71 | $1,062.47 |
| Jan 6, 2026 | $823.87 | $1,064.72 |
| Jan 7, 2026 | $817.25 | $1,070.63 |
| Jan 8, 2026 | $832.11 | $1,064.33 |
| Jan 9, 2026 | $826.64 | $1,068.26 |
| Jan 12, 2026 | $824.32 | $1,073.96 |
| Jan 13, 2026 | $825.70 | $1,073.58 |
| Jan 14, 2026 | $837.12 | $1,061.16 |
| Jan 15, 2026 | $833.85 | $1,069.45 |
| Jan 16, 2026 | $826.08 | $1,068.55 |
| Jan 20, 2026 | $823.42 | $1,046.80 |
| Jan 21, 2026 | $826.82 | $1,050.56 |
| Jan 22, 2026 | $823.98 | $1,064.49 |
| Jan 23, 2026 | $834.00 | $1,065.37 |
| Jan 26, 2026 | $828.17 | $1,070.21 |
| Jan 27, 2026 | $827.61 | $1,074.94 |
| Jan 28, 2026 | $818.95 | $1,074.78 |
| Jan 29, 2026 | $815.83 | $1,067.63 |
| Jan 30, 2026 | $820.39 | $1,069.03 |
| Feb 2, 2026 | $822.38 | $1,074.35 |
| Feb 3, 2026 | $821.27 | $1,065.26 |
| Feb 4, 2026 | $831.69 | $1,054.73 |
| Feb 5, 2026 | $824.61 | $1,045.49 |
| Feb 6, 2026 | $825.11 | $1,062.20 |
| Feb 9, 2026 | $836.44 | $1,072.09 |
| Feb 10, 2026 | $838.38 | $1,069.26 |
| Feb 11, 2026 | $845.48 | $1,067.42 |
| Feb 12, 2026 | $847.59 | $1,059.13 |
| Feb 13, 2026 | $854.59 | $1,058.05 |
| Feb 17, 2026 | $845.76 | $1,054.94 |
| Feb 18, 2026 | $847.14 | $1,060.26 |
| Feb 19, 2026 | $845.67 | $1,057.46 |
| Feb 20, 2026 | $867.51 | $1,064.60 |
| Feb 23, 2026 | $868.75 | $1,054.23 |
| Feb 24, 2026 | $871.32 | $1,062.16 |
| Feb 25, 2026 | $861.37 | $1,070.90 |
| Feb 26, 2026 | $870.09 | $1,064.91 |
| Feb 27, 2026 | $874.96 | $1,059.79 |
| Mar 2, 2026 | $857.22 | $1,060.40 |
| Mar 3, 2026 | $835.80 | $1,051.05 |
| Mar 4, 2026 | $847.10 | $1,058.46 |
| Mar 5, 2026 | $822.04 | $1,052.56 |
| Mar 6, 2026 | $809.65 | $1,038.77 |
| Mar 9, 2026 | $803.64 | $1,047.87 |
| Mar 10, 2026 | $805.49 | $1,046.18 |
| Mar 11, 2026 | $802.60 | $1,044.87 |
| Mar 12, 2026 | $788.21 | $1,029.00 |
| Mar 13, 2026 | $780.05 | $1,023.18 |
| Mar 16, 2026 | $784.82 | $1,033.59 |
| Mar 17, 2026 | $786.54 | $1,036.31 |
| Mar 18, 2026 | $778.77 | $1,021.85 |
| Mar 19, 2026 | $767.58 | $1,019.33 |
| Mar 20, 2026 | $762.96 | $1,001.98 |
| Mar 23, 2026 | $762.21 | $1,012.50 |
| Mar 24, 2026 | $761.06 | $1,009.10 |
| Mar 25, 2026 | $759.66 | $1,014.73 |
| Mar 26, 2026 | $761.64 | $996.61 |
| Mar 27, 2026 | $750.75 | $979.61 |
| Mar 30, 2026 | $731.91 | $976.34 |
| Mar 31, 2026 | $734.84 | $1,004.72 |
| Apr 1, 2026 | $745.58 | $1,012.29 |
| Apr 2, 2026 | $744.42 | $1,011.01 |
| Apr 6, 2026 | $746.13 | $1,017.99 |
| Apr 7, 2026 | $744.15 | $1,018.44 |
| Apr 8, 2026 | $742.35 | $1,043.25 |
| Apr 9, 2026 | $748.48 | $1,050.40 |
| Apr 10, 2026 | $759.13 | $1,049.70 |
| Apr 13, 2026 | $744.35 | $1,059.96 |
| Apr 14, 2026 | $744.57 | $1,072.88 |
| Apr 15, 2026 | $753.00 | $1,081.34 |
| Apr 16, 2026 | $751.19 | $1,083.02 |
| Apr 17, 2026 | $758.98 | $1,100.24 |
| Apr 20, 2026 | $762.44 | $1,094.91 |
| Apr 21, 2026 | $766.95 | $1,095.95 |
| Apr 22, 2026 | $756.18 | $1,094.65 |
| Apr 23, 2026 | $758.75 | $1,096.09 |
| Apr 24, 2026 | $772.23 | $1,101.25 |
| Apr 27, 2026 | $770.96 | $1,104.87 |
| Apr 28, 2026 | $775.98 | $1,099.01 |
| Apr 29, 2026 | $766.62 | $1,096.85 |
| Apr 30, 2026 | $759.07 | $1,099.79 |
| May 1, 2026 | $779.38 | $1,114.15 |
| May 4, 2026 | $760.94 | $1,109.26 |
| May 5, 2026 | $763.41 | $1,117.22 |
| May 6, 2026 | $776.05 | $1,130.20 |
| May 7, 2026 | $778.21 | $1,134.59 |
| May 8, 2026 | $772.61 | $1,137.97 |
| May 11, 2026 | $750.53 | $1,142.15 |
| May 12, 2026 | $750.90 | $1,136.59 |
| May 13, 2026 | $750.10 | $1,140.04 |
| May 14, 2026 | $742.36 | $1,155.90 |
| May 15, 2026 | $745.53 | $1,145.62 |
| May 18, 2026 | $726.02 | $1,141.15 |
| May 19, 2026 | $727.05 | $1,131.31 |
| May 20, 2026 | $728.88 | $1,140.18 |
| May 21, 2026 | $740.82 | $1,140.91 |
| May 22, 2026 | $759.23 | $1,154.37 |
| May 26, 2026 | $760.79 | $1,159.59 |
| May 27, 2026 | $777.85 | $1,159.01 |
| May 28, 2026 | $774.98 | $1,165.19 |
| May 29, 2026 | $762.48 | $1,170.89 |
| Jun 1, 2026 | $755.66 | $1,171.88 |
| Jun 2, 2026 | $751.83 | $1,170.21 |
| Jun 3, 2026 | $738.97 | $1,172.06 |
| Jun 4, 2026 | $743.03 | $1,161.47 |
| Jun 5, 2026 | $761.50 | $1,162.71 |
| Jun 8, 2026 | $765.63 | $1,142.03 |
| Jun 9, 2026 | $784.57 | $1,139.70 |
| Jun 10, 2026 | $788.39 | $1,132.48 |
| Jun 11, 2026 | $788.71 | $1,120.99 |
| Jun 12, 2026 | $788.65 | $1,140.59 |
| Jun 15, 2026 | $792.42 | $1,166.14 |
| Jun 16, 2026 | $796.79 | $1,159.19 |
| Jun 17, 2026 | $781.66 | $1,144.72 |
| Jun 18, 2026 | $782.39 | $1,153.65 |
| Jun 22, 2026 | $769.85 | $1,150.02 |
| Jun 23, 2026 | $783.59 | $1,133.31 |
| Jun 24, 2026 | $802.85 | $1,132.79 |
| Jun 25, 2026 | $793.14 | $1,131.77 |
| Jun 26, 2026 | $791.22 | $1,126.22 |
| Jun 29, 2026 | $796.50 | $1,144.78 |
| Jun 30, 2026 | $795.38 | $1,153.69 |
| Jul 1, 2026 | $803.44 | $1,152.13 |
| Jul 2, 2026 | $820.38 | $1,150.62 |
| Jul 6, 2026 | $811.01 | $1,160.66 |
| Jul 7, 2026 | $819.04 | $1,155.14 |
| Jul 8, 2026 | $797.86 | $1,151.58 |
| Jul 9, 2026 | $795.26 | $1,161.32 |
| Jul 10, 2026 | $807.22 | $1,166.33 |
| Jul 13, 2026 | $799.59 | $1,157.40 |
| Jul 14, 2026 | $786.57 | $1,161.51 |
| Jul 15, 2026 | $787.27 | $1,165.73 |
| Jul 16, 2026 | $803.05 | $1,159.79 |
| Jul 17, 2026 | $795.52 | $1,148.32 |
| Jul 20, 2026 | $794.28 | $1,146.46 |
| Jul 21, 2026 | $796.84 | $1,156.03 |
| Jul 22, 2026 | $798.73 | $1,154.99 |
| Jul 23, 2026 | $780.15 | $1,140.42 |
| Jul 24, 2026 | $790.68 | $1,141.58 |
| Jul 27, 2026 | $798.44 | $1,141.83 |
| Jul 28, 2026 | $806.52 | $1,144.56 |
| Jul 29, 2026 | $798.25 | $1,126.95 |
| Jul 30, 2026 | $789.19 | $1,145.89 |
| Jul 31, 2026 | $782.02 | $1,154.09 |
| Aug 3, 2026 | $781.05 | $1,170.53 |
| Aug 4, 2026 | $798.65 | $1,191.64 |
| Aug 5, 2026 | $796.33 | $1,189.26 |
| Aug 6, 2026 | $803.83 | $1,187.36 |
| Aug 7, 2026 | $814.35 | $1,194.62 |
| Aug 10, 2026 | $808.36 | $1,194.57 |
PortfolioS&P 500
- Time-weighted return
- -19.16%
- Modified Dietz return
- -19.16%
- Normalized wealth
- 808.36
- Holdings
- 6
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 KMBKimberly-Clark Corp. | +40.78% | 6,195.31 | $672,748.40 | -$127,251.61 |
 PGProcter & Gamble Company | +28.37% | 3,209.9 | $468,035.80 | -$31,970.62 |
| BRLTBrilliant Earth Group, Inc. Class A Common Stock | +13.97% | 182,149.36 | $231,329.69 | -$269,581.06 |
 RLRalph Lauren Corporation | +8.20% | 335.88 | $135,191.42 | $35,190.07 |
 ELThe Estee Lauder Companies Inc. Class A | +5.69% | 1,079.38 | $93,830.28 | -$6,174.04 |
 WWWW International, Inc. Common Stock | +2.99% | 3,005.26 | $49,346.36 | -$50,668.67 |