
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 · 5 years
$1,330.40+$330.40 (+33.04%)
S&P 500: 1,288.84
| Date | Portfolio | S&P 500 |
|---|---|---|
| Feb 18, 2025 | $1,000.00 | Not available |
| Aug 3, 2025 | $965.54 | $1,036.30 |
| Aug 10, 2025 | $1,017.17 | $1,062.07 |
| Aug 17, 2025 | $1,027.19 | $1,072.51 |
| Aug 24, 2025 | $1,008.24 | $1,075.62 |
| Aug 31, 2025 | $1,002.11 | $1,075.19 |
| Sep 7, 2025 | $1,012.33 | $1,078.84 |
| Sep 14, 2025 | $1,047.91 | $1,095.79 |
| Sep 21, 2025 | $1,072.15 | $1,106.28 |
| Sep 28, 2025 | $1,072.60 | $1,103.14 |
| Oct 5, 2025 | $1,089.76 | $1,115.46 |
| Oct 12, 2025 | $1,090.61 | $1,088.48 |
| Oct 19, 2025 | $1,133.06 | $1,107.43 |
| Oct 26, 2025 | $1,168.97 | $1,128.86 |
| Nov 2, 2025 | $1,208.49 | $1,136.88 |
| Nov 9, 2025 | $1,162.95 | $1,118.40 |
| Nov 16, 2025 | $1,165.18 | $1,120.00 |
| Nov 23, 2025 | $1,109.00 | $1,098.49 |
| Nov 30, 2025 | $1,158.45 | $1,139.10 |
| Dec 7, 2025 | $1,172.96 | $1,142.93 |
| Dec 14, 2025 | $1,142.16 | $1,136.38 |
| Dec 21, 2025 | $1,151.85 | $1,134.43 |
| Dec 28, 2025 | $1,175.13 | $1,150.63 |
| Jan 4, 2026 | $1,169.57 | $1,138.73 |
| Jan 11, 2026 | $1,164.12 | $1,156.90 |
| Jan 18, 2026 | $1,178.42 | $1,152.88 |
| Jan 25, 2026 | $1,195.65 | $1,148.83 |
| Feb 1, 2026 | $1,199.53 | $1,153.40 |
| Feb 8, 2026 | $1,158.14 | $1,151.15 |
| Feb 15, 2026 | $1,118.21 | $1,136.36 |
| Feb 22, 2026 | $1,114.57 | $1,137.15 |
| Mar 1, 2026 | $1,138.01 | $1,145.38 |
| Mar 8, 2026 | $1,120.24 | $1,140.38 |
| Mar 15, 2026 | $1,114.89 | $1,130.78 |
| Mar 22, 2026 | $1,123.62 | $1,115.62 |
| Mar 29, 2026 | $1,115.02 | $1,096.84 |
| Apr 5, 2026 | $1,089.05 | $1,053.39 |
| Apr 12, 2026 | $1,110.08 | $1,098.33 |
| Apr 19, 2026 | $1,139.90 | $1,133.54 |
| Apr 26, 2026 | $1,170.37 | $1,173.58 |
| May 3, 2026 | $1,184.02 | $1,192.07 |
| May 10, 2026 | $1,188.52 | $1,201.49 |
| May 17, 2026 | $1,204.05 | $1,232.29 |
| May 24, 2026 | $1,214.45 | $1,235.54 |
| May 31, 2026 | $1,204.06 | $1,251.11 |
| Jun 7, 2026 | $1,201.13 | $1,259.89 |
| Jun 14, 2026 | $1,178.39 | $1,241.73 |
| Jun 21, 2026 | $1,181.44 | $1,244.69 |
| Jun 28, 2026 | $1,146.53 | $1,215.10 |
| Jul 5, 2026 | $1,164.11 | $1,241.42 |
| Jul 12, 2026 | $1,184.75 | $1,258.38 |
| Jul 19, 2026 | $1,172.82 | $1,238.94 |
| Jul 26, 2026 | $1,155.24 | $1,231.67 |
| Aug 2, 2026 | $1,176.32 | $1,245.17 |
| Aug 9, 2026 | $1,198.16 | $1,288.90 |
| Aug 10, 2026 | $1,194.89 | $1,288.84 |
PortfolioS&P 500
- Time-weighted return
- +33.04%
- Modified Dietz return
- +77.07%
- Normalized wealth
- 1,330.4
- Holdings
- 7
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
NVDANvidia Corp | +37.61% | 32.75 | $7,163.43 | $3,805.87 |
GOOGAlphabet Inc. Class C Capital Stock | +30.76% | 16.6 | $5,858.53 | $3,284.93 |
AMZNAmazon.Com Inc | +20.55% | 14.1 | $3,913.50 | $1,415.12 |
METAMeta Platforms, Inc. Class A Common Stock | +10.18% | 3.27 | $1,938.58 | $207.93 |
HOODRobinhood Markets, Inc. Class A Common Stock | +0.57% | 1.17 | $109.46 | $24.01 |
COINCoinbase Global, Inc. Class A Common Stock | +0.26% | 0.33 | $49.90 | -$5.39 |
FIGFigma, Inc. | +0.08% | 0.59 | $14.89 | $0.95 |
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






