
Fintech adjacent
- Fintech
- Financial technology
- #1 / 4
Performance
Growth of $1,000 · Today
$999.44-$0.56 (-0.06%)
S&P 500: 1,000.61
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 7, 2026 | $1,000.00 | $1,000.00 |
| Aug 7, 2026 | $1,000.43 | $999.49 |
| Aug 7, 2026 | $1,000.28 | $999.33 |
| Aug 7, 2026 | $1,000.01 | $999.49 |
| Aug 7, 2026 | $999.91 | $999.44 |
| Aug 7, 2026 | $1,000.16 | $999.27 |
| Aug 7, 2026 | $1,000.27 | $999.19 |
| Aug 7, 2026 | $1,000.37 | $999.42 |
| Aug 7, 2026 | $1,000.56 | $999.50 |
| Aug 7, 2026 | $1,000.56 | $999.43 |
| Aug 7, 2026 | $1,000.36 | $999.64 |
| Aug 7, 2026 | $1,000.30 | $999.64 |
| Aug 7, 2026 | $1,000.64 | $999.94 |
| Aug 7, 2026 | $999.80 | $999.86 |
| Aug 7, 2026 | $999.90 | $999.81 |
| Aug 7, 2026 | $1,000.07 | $999.99 |
| Aug 10, 2026 | $999.23 | $1,001.79 |
| Aug 10, 2026 | $999.03 | $1,001.54 |
| Aug 10, 2026 | $999.36 | $1,001.66 |
| Aug 10, 2026 | $999.30 | $1,001.51 |
| Aug 10, 2026 | $999.53 | $1,001.50 |
| Aug 10, 2026 | $999.41 | $1,001.44 |
| Aug 10, 2026 | $999.40 | $1,001.61 |
| Aug 10, 2026 | $999.40 | $1,001.63 |
| Aug 10, 2026 | $999.38 | $1,001.63 |
| Aug 10, 2026 | $998.65 | $1,001.48 |
| Aug 10, 2026 | $998.93 | $1,001.68 |
| Aug 10, 2026 | $998.24 | $1,001.34 |
| Aug 10, 2026 | $998.24 | $1,001.18 |
| Aug 10, 2026 | $998.32 | $1,001.29 |
| Aug 10, 2026 | $998.32 | $1,000.90 |
| Aug 10, 2026 | $998.46 | $1,000.87 |
| Aug 10, 2026 | $998.58 | $1,000.78 |
| Aug 10, 2026 | $997.89 | $1,000.23 |
| Aug 10, 2026 | $997.81 | $1,000.21 |
| Aug 10, 2026 | $997.57 | $1,000.10 |
| Aug 10, 2026 | $997.76 | $1,000.19 |
| Aug 10, 2026 | $997.55 | $1,000.40 |
| Aug 10, 2026 | $997.79 | $1,000.80 |
| Aug 10, 2026 | $997.54 | $1,000.72 |
| Aug 10, 2026 | $997.58 | $1,000.23 |
| Aug 10, 2026 | $997.98 | $1,000.34 |
| Aug 10, 2026 | $998.10 | $1,000.54 |
| Aug 10, 2026 | $998.15 | $1,000.72 |
| Aug 10, 2026 | $998.29 | $1,000.25 |
| Aug 10, 2026 | $998.20 | $999.70 |
| Aug 10, 2026 | $997.88 | $999.43 |
| Aug 10, 2026 | $998.14 | $999.24 |
| Aug 10, 2026 | $997.89 | $999.36 |
| Aug 10, 2026 | $997.83 | $999.04 |
| Aug 10, 2026 | $998.35 | $999.54 |
| Aug 10, 2026 | $998.31 | $999.60 |
| Aug 10, 2026 | $998.62 | $999.45 |
| Aug 10, 2026 | $998.34 | $999.30 |
| Aug 10, 2026 | $997.75 | $999.08 |
| Aug 10, 2026 | $999.55 | $999.18 |
| Aug 10, 2026 | $1,000.42 | $999.28 |
| Aug 10, 2026 | $1,002.50 | $999.32 |
| Aug 10, 2026 | $1,003.37 | $999.78 |
| Aug 10, 2026 | $1,004.02 | $999.78 |
| Aug 10, 2026 | $1,002.50 | $1,000.27 |
| Aug 10, 2026 | $1,001.41 | $1,000.62 |
| Aug 10, 2026 | $998.13 | $1,000.96 |
| Aug 10, 2026 | $997.44 | $1,001.21 |
| Aug 10, 2026 | $998.10 | $1,001.32 |
| Aug 10, 2026 | $999.49 | $1,000.89 |
| Aug 10, 2026 | $999.18 | $1,001.42 |
| Aug 10, 2026 | $999.70 | $1,001.45 |
| Aug 10, 2026 | $1,000.64 | $1,001.44 |
| Aug 10, 2026 | $1,001.53 | $1,001.69 |
| Aug 10, 2026 | $1,002.07 | $1,002.17 |
| Aug 10, 2026 | $1,003.38 | $1,000.88 |
| Aug 10, 2026 | $1,003.03 | $1,000.39 |
| Aug 10, 2026 | $1,002.07 | $1,000.60 |
| Aug 10, 2026 | $1,002.88 | $1,000.51 |
| Aug 10, 2026 | $1,002.24 | $1,000.68 |
| Aug 10, 2026 | $1,002.19 | $1,000.90 |
| Aug 10, 2026 | $1,001.88 | $1,000.87 |
| Aug 10, 2026 | $1,001.57 | $1,000.64 |
| Aug 10, 2026 | $1,002.25 | $1,000.20 |
| Aug 10, 2026 | $1,001.62 | $1,000.07 |
| Aug 10, 2026 | $1,000.57 | $1,000.67 |
| Aug 10, 2026 | $1,001.01 | $1,000.42 |
| Aug 10, 2026 | $1,001.38 | $1,001.25 |
| Aug 10, 2026 | $1,001.30 | $1,001.38 |
| Aug 10, 2026 | $1,001.06 | $1,001.15 |
| Aug 10, 2026 | $1,000.85 | $1,000.96 |
| Aug 10, 2026 | $1,000.80 | $1,000.72 |
| Aug 10, 2026 | $1,000.14 | $1,000.55 |
| Aug 10, 2026 | $999.44 | $1,000.61 |
PortfolioS&P 500
- Time-weighted return
- -0.06%
- Modified Dietz return
- -0.06%
- Normalized wealth
- 999.44
- Holdings
- 7
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
VVISA Inc. | +36.97% | 55.25 | $19,908.58 | $1,620.56 |
MAMastercard Incorporated | +27.33% | 26.19 | $14,717.66 | $982.47 |
WFCWells Fargo & Co. | +15.12% | 93.27 | $8,143.22 | $1,524.93 |
SHOPShopify Inc. Class A subordinate voting shares | +10.59% | 36.94 | $5,699.58 | $2,182.60 |
INTUIntuit Inc | +4.91% | 7.97 | $2,644.61 | -$2,085.90 |
PYPLPayPal Holdings, Inc. Common Stock | +3.05% | 28.07 | $1,643.38 | -$287.46 |
COINCoinbase Global, Inc. Class A Common Stock | +2.02% | 7.27 | $1,089.29 | -$231.80 |
Version history
- Merged#85 Add more fintech exposure@dev · Created Mar 15, 2025, 7:51 AMAdded more fintech exposure and market-weighted the positions.Verification: Unverified
- Merged#34 Initial change@dev · Created Feb 20, 2025, 7:42 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified






