Tech giants
- Tech
- AI
- Cloud
- Software
- Hardware
- Networking
- Healthcare
- Advertising
Tech is the way, it always has been. We will lean into this and manage a portfolio with larger tech companies. 🔥 
Performance
Growth of $1,000 · 3 months
$1,214.22+$214.22 (+21.42%)
S&P 500: 1,046.28
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jun 25, 2026 | $1,000.00 | Not available |
| Jun 25, 2026 | $1,000.03 | $1,000.00 |
| Jun 26, 2026 | $998.12 | $995.10 |
| Jun 29, 2026 | $1,008.70 | $1,011.49 |
| Jun 30, 2026 | $1,012.69 | $1,019.37 |
| Jul 1, 2026 | $1,017.33 | $1,017.99 |
| Jul 2, 2026 | $1,012.87 | $1,016.65 |
| Jul 6, 2026 | $1,018.50 | $1,025.52 |
| Jul 7, 2026 | $1,020.42 | $1,020.65 |
| Jul 8, 2026 | $1,022.30 | $1,017.50 |
| Jul 9, 2026 | $1,023.41 | $1,026.11 |
| Jul 10, 2026 | $1,030.93 | $1,030.53 |
| Jul 13, 2026 | $1,023.77 | $1,022.64 |
| Jul 14, 2026 | $1,032.56 | $1,026.27 |
| Jul 15, 2026 | $1,041.43 | $1,030.01 |
| Jul 16, 2026 | $1,028.99 | $1,024.76 |
| Jul 17, 2026 | $1,020.55 | $1,014.62 |
| Jul 20, 2026 | $1,023.66 | $1,012.98 |
| Jul 21, 2026 | $1,023.94 | $1,021.43 |
| Jul 22, 2026 | $1,023.86 | $1,020.51 |
| Jul 23, 2026 | $1,007.81 | $1,007.64 |
| Jul 24, 2026 | $1,005.18 | $1,008.67 |
| Jul 27, 2026 | $1,000.42 | $1,008.88 |
| Jul 28, 2026 | $1,002.68 | $1,011.30 |
| Jul 29, 2026 | $997.09 | $995.74 |
| Jul 30, 2026 | $999.20 | $1,012.47 |
| Jul 31, 2026 | $1,023.63 | $1,019.72 |
| Aug 3, 2026 | $1,039.84 | $1,034.25 |
| Aug 4, 2026 | $1,042.88 | $1,052.89 |
| Aug 5, 2026 | $1,040.80 | $1,050.79 |
| Aug 6, 2026 | $1,039.12 | $1,049.11 |
| Aug 7, 2026 | $1,042.65 | $1,055.53 |
| Aug 10, 2026 | $1,040.25 | $1,055.21 |
| Aug 11, 2026 | $1,034.01 | $1,051.84 |
| Aug 12, 2026 | $1,035.58 | $1,054.48 |
| Aug 13, 2026 | $1,037.68 | $1,061.83 |
| Aug 14, 2026 | $1,036.19 | $1,059.73 |
| Aug 17, 2026 | $1,033.43 | $1,054.72 |
| Aug 18, 2026 | $1,027.05 | $1,047.60 |
| Aug 19, 2026 | $1,027.94 | $1,049.79 |
| Aug 20, 2026 | $1,024.58 | $1,040.60 |
| Aug 21, 2026 | $1,024.54 | $1,045.23 |
| Aug 24, 2026 | $1,022.74 | $1,042.16 |
| Aug 25, 2026 | $1,026.29 | $1,045.49 |
| Aug 26, 2026 | $1,022.41 | $1,045.73 |
| Aug 27, 2026 | $1,033.33 | $1,052.58 |
| Aug 28, 2026 | $1,031.24 | $1,050.19 |
| Aug 31, 2026 | $1,028.53 | $1,047.05 |
| Sep 1, 2026 | $1,023.75 | $1,039.86 |
| Sep 2, 2026 | $1,030.36 | $1,044.47 |
| Sep 3, 2026 | $1,038.30 | $1,055.40 |
| Sep 4, 2026 | $1,038.42 | $1,051.34 |
| Sep 8, 2026 | $1,066.17 | $1,045.56 |
| Sep 9, 2026 | $1,063.61 | $1,040.70 |
| Sep 10, 2026 | $1,059.78 | $1,034.55 |
| Sep 11, 2026 | $1,201.93 | $1,043.38 |
| Sep 14, 2026 | $1,200.86 | $1,038.63 |
| Sep 15, 2026 | $1,198.59 | $1,033.86 |
| Sep 16, 2026 | $1,198.45 | $1,029.30 |
| Sep 17, 2026 | $1,206.27 | $1,040.98 |
| Sep 18, 2026 | $1,208.45 | $1,039.73 |
| Sep 21, 2026 | $1,221.62 | $1,055.85 |
| Sep 22, 2026 | $1,220.07 | $1,055.81 |
| Sep 23, 2026 | $1,211.82 | $1,048.09 |
| Sep 24, 2026 | $1,214.22 | $1,046.28 |
PortfolioS&P 500
- Time-weighted return
- +21.42%
- Modified Dietz return
- +21.42%
- Normalized wealth
- 1,214.22
- Holdings
- 7
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 NVDANvidia Corp | +38.16% | 32.75 | $7,334.37 | $3,976.81 |
 GOOGAlphabet Inc. Class C Capital Stock | +29.22% | 16.6 | $5,615.23 | $3,041.62 |
 AMZNAmazon.Com Inc | +18.29% | 14.1 | $3,514.52 | $1,016.14 |
 METAMeta Platforms, Inc. Class A Common Stock | +13.19% | 3.27 | $2,535.14 | $804.50 |
 HOODRobinhood Markets, Inc. Class A Common Stock | +0.73% | 1.17 | $140.91 | $55.47 |
 COINCoinbase Global, Inc. Class A Common Stock | +0.35% | 0.33 | $66.37 | $11.07 |
 FIGFigma, Inc. | +0.07% | 0.59 | $12.56 | -$1.37 |
Version history
- Merged#227 Sell off larger caps for mid@dev · Created Feb 17, 2026, 6:32 PMSold off larger caps for mid capsVerification: Unverified
- Merged#199 Increase IBM@dev · Created Oct 10, 2025, 5:59 PMSlightly rebalancingVerification: Unverified
- Merged#117 Add AMD and weigh@dev · Created Apr 20, 2025, 4:37 PMAdded AMD and re-weighed positions by market cap, with more exposure to AMD.Verification: Unverified
- Merged#103 Increase positions@dev · Created Apr 9, 2025, 3:03 PMAs the market conditions evolve, we want to average the cost of the positions.Verification: Unverified
- Merged#8 Open change for me@dev · Created Feb 18, 2025, 4:53 PM Verification: Unverified
- Merged#5 Add TSM@mathew · Created Feb 17, 2025, 9:36 PMVerification: Unverified
- Merged#1 Initial change@dev · Created Feb 16, 2025, 9:36 AMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified