Fintech adjacent
- Fintech
Performance
Growth of $1,000 · Today
$1,009.69+$9.69 (+0.97%)
S&P 500: 998.52
| Date | Portfolio | S&P 500 |
|---|---|---|
| Sep 23, 2026 | $1,000.00 | $1,000.00 |
| Sep 23, 2026 | $999.98 | $999.75 |
| Sep 23, 2026 | $1,000.31 | $999.80 |
| Sep 23, 2026 | $1,000.10 | $999.75 |
| Sep 23, 2026 | $1,000.24 | $999.87 |
| Sep 23, 2026 | $1,000.25 | $999.87 |
| Sep 23, 2026 | $1,000.20 | $999.79 |
| Sep 23, 2026 | $1,000.17 | $999.68 |
| Sep 23, 2026 | $1,000.20 | $999.97 |
| Sep 23, 2026 | $1,000.59 | $999.91 |
| Sep 23, 2026 | $1,000.19 | $999.87 |
| Sep 23, 2026 | $999.90 | $999.92 |
| Sep 24, 2026 | $999.32 | $999.38 |
| Sep 24, 2026 | $998.37 | $995.29 |
| Sep 24, 2026 | $997.01 | $994.02 |
| Sep 24, 2026 | $995.53 | $993.71 |
| Sep 24, 2026 | $996.71 | $993.61 |
| Sep 24, 2026 | $996.45 | $993.82 |
| Sep 24, 2026 | $996.27 | $993.98 |
| Sep 24, 2026 | $996.10 | $993.63 |
| Sep 24, 2026 | $996.27 | $993.53 |
| Sep 24, 2026 | $996.36 | $993.87 |
| Sep 24, 2026 | $997.03 | $994.20 |
| Sep 24, 2026 | $996.92 | $993.88 |
| Sep 24, 2026 | $997.06 | $992.35 |
| Sep 24, 2026 | $995.98 | $993.22 |
| Sep 24, 2026 | $996.09 | $993.55 |
| Sep 24, 2026 | $996.11 | $993.40 |
| Sep 24, 2026 | $996.87 | $993.45 |
| Sep 24, 2026 | $996.23 | $993.56 |
| Sep 24, 2026 | $996.50 | $994.55 |
| Sep 24, 2026 | $998.05 | $995.47 |
| Sep 24, 2026 | $998.11 | $994.72 |
| Sep 24, 2026 | $998.18 | $994.50 |
| Sep 24, 2026 | $998.12 | $994.80 |
| Sep 24, 2026 | $997.62 | $994.91 |
| Sep 24, 2026 | $997.84 | $995.16 |
| Sep 24, 2026 | $997.41 | $994.53 |
| Sep 24, 2026 | $996.93 | $994.15 |
| Sep 24, 2026 | $998.46 | $994.09 |
| Sep 24, 2026 | $997.54 | $993.58 |
| Sep 24, 2026 | $997.52 | $994.78 |
| Sep 24, 2026 | $996.93 | $994.24 |
| Sep 24, 2026 | $998.33 | $994.54 |
| Sep 24, 2026 | $998.41 | $995.07 |
| Sep 24, 2026 | $998.42 | $995.41 |
| Sep 24, 2026 | $998.36 | $995.46 |
| Sep 24, 2026 | $997.83 | $994.99 |
| Sep 24, 2026 | $997.41 | $994.31 |
| Sep 24, 2026 | $996.93 | $994.14 |
| Sep 24, 2026 | $998.01 | $995.01 |
| Sep 24, 2026 | $998.84 | $994.83 |
| Sep 24, 2026 | $1,000.22 | $995.04 |
| Sep 24, 2026 | $1,000.26 | $995.17 |
| Sep 24, 2026 | $1,000.27 | $995.34 |
| Sep 24, 2026 | $999.68 | $995.24 |
| Sep 24, 2026 | $1,001.21 | $995.58 |
| Sep 24, 2026 | $1,000.83 | $995.90 |
| Sep 24, 2026 | $1,001.26 | $995.65 |
| Sep 24, 2026 | $1,001.08 | $995.23 |
| Sep 24, 2026 | $1,005.41 | $995.97 |
| Sep 24, 2026 | $1,000.72 | $996.29 |
| Sep 24, 2026 | $1,000.44 | $995.81 |
| Sep 24, 2026 | $1,000.97 | $996.18 |
| Sep 24, 2026 | $1,003.15 | $996.17 |
| Sep 24, 2026 | $1,004.22 | $996.84 |
| Sep 24, 2026 | $1,007.04 | $997.58 |
| Sep 24, 2026 | $1,008.97 | $997.99 |
| Sep 24, 2026 | $1,008.29 | $997.68 |
| Sep 24, 2026 | $1,007.52 | $997.92 |
| Sep 24, 2026 | $1,007.61 | $997.45 |
| Sep 24, 2026 | $1,006.84 | $997.67 |
| Sep 24, 2026 | $1,005.90 | $997.42 |
| Sep 24, 2026 | $1,007.01 | $997.50 |
| Sep 24, 2026 | $1,005.39 | $996.69 |
| Sep 24, 2026 | $1,005.00 | $996.74 |
| Sep 24, 2026 | $1,004.37 | $996.14 |
| Sep 24, 2026 | $1,003.43 | $995.67 |
| Sep 24, 2026 | $1,003.04 | $995.53 |
| Sep 24, 2026 | $1,004.56 | $995.16 |
| Sep 24, 2026 | $1,002.49 | $994.13 |
| Sep 24, 2026 | $1,004.09 | $994.82 |
| Sep 24, 2026 | $1,004.48 | $995.65 |
| Sep 24, 2026 | $1,003.42 | $994.57 |
| Sep 24, 2026 | $1,002.99 | $994.42 |
| Sep 24, 2026 | $1,003.49 | $994.66 |
| Sep 24, 2026 | $1,003.39 | $995.17 |
| Sep 24, 2026 | $1,002.68 | $994.49 |
| Sep 24, 2026 | $1,002.67 | $995.38 |
| Sep 24, 2026 | $1,002.65 | $995.42 |
| Sep 24, 2026 | $1,002.09 | $995.13 |
| Sep 24, 2026 | $1,001.89 | $994.83 |
| Sep 24, 2026 | $1,001.16 | $994.97 |
| Sep 24, 2026 | $1,003.66 | $999.72 |
| Sep 24, 2026 | $1,004.50 | $998.97 |
| Sep 24, 2026 | $1,004.80 | $999.15 |
| Sep 24, 2026 | $1,003.62 | $998.73 |
| Sep 24, 2026 | $1,004.57 | $999.88 |
| Sep 24, 2026 | $1,003.49 | $999.87 |
| Sep 24, 2026 | $1,005.29 | $1,001.04 |
| Sep 24, 2026 | $1,004.50 | $1,000.32 |
| Sep 24, 2026 | $1,003.03 | $1,000.70 |
| Sep 24, 2026 | $1,001.76 | $1,000.40 |
| Sep 24, 2026 | $1,002.55 | $1,000.64 |
| Sep 24, 2026 | $1,003.59 | $1,000.79 |
| Sep 24, 2026 | $1,003.37 | $999.70 |
| Sep 24, 2026 | $1,002.46 | $999.45 |
| Sep 24, 2026 | $1,002.66 | $999.22 |
| Sep 24, 2026 | $1,002.74 | $998.78 |
| Sep 24, 2026 | $1,003.56 | $998.90 |
| Sep 24, 2026 | $1,003.03 | $997.96 |
| Sep 24, 2026 | $1,002.98 | $998.56 |
| Sep 24, 2026 | $1,003.42 | $998.32 |
| Sep 24, 2026 | $1,003.53 | $998.92 |
| Sep 24, 2026 | $1,003.22 | $997.25 |
| Sep 24, 2026 | $1,004.20 | $998.68 |
| Sep 24, 2026 | $1,004.38 | $998.94 |
| Sep 24, 2026 | $1,005.46 | $999.28 |
| Sep 24, 2026 | $1,005.13 | $999.16 |
| Sep 24, 2026 | $1,006.12 | $999.79 |
| Sep 24, 2026 | $1,005.66 | $999.11 |
| Sep 24, 2026 | $1,007.06 | $999.93 |
| Sep 24, 2026 | $1,006.90 | $999.61 |
| Sep 24, 2026 | $1,006.35 | $999.67 |
| Sep 24, 2026 | $1,006.58 | $999.88 |
| Sep 24, 2026 | $1,007.46 | $1,000.19 |
| Sep 24, 2026 | $1,006.67 | $999.14 |
| Sep 24, 2026 | $1,008.01 | $999.52 |
| Sep 24, 2026 | $1,008.37 | $999.36 |
| Sep 24, 2026 | $1,008.20 | $999.80 |
| Sep 24, 2026 | $1,008.36 | $999.98 |
| Sep 24, 2026 | $1,009.03 | $999.72 |
| Sep 24, 2026 | $1,009.81 | $999.79 |
| Sep 24, 2026 | $1,010.03 | $999.88 |
| Sep 24, 2026 | $1,010.49 | $999.71 |
| Sep 24, 2026 | $1,011.06 | $999.47 |
| Sep 24, 2026 | $1,011.05 | $1,000.22 |
| Sep 24, 2026 | $1,010.81 | $999.58 |
| Sep 24, 2026 | $1,009.58 | $998.77 |
| Sep 24, 2026 | $1,009.58 | $998.82 |
| Sep 24, 2026 | $1,010.27 | $998.31 |
| Sep 24, 2026 | $1,009.79 | $997.74 |
| Sep 24, 2026 | $1,010.14 | $997.53 |
| Sep 24, 2026 | $1,010.29 | $997.29 |
| Sep 24, 2026 | $1,010.14 | $997.62 |
| Sep 24, 2026 | $1,009.67 | $997.77 |
| Sep 24, 2026 | $1,009.73 | $997.98 |
| Sep 24, 2026 | $1,009.74 | $998.33 |
| Sep 24, 2026 | $1,009.84 | $998.41 |
| Sep 24, 2026 | $1,009.72 | $998.60 |
| Sep 24, 2026 | $1,009.69 | $998.52 |
PortfolioS&P 500
- Time-weighted return
- +0.97%
- Modified Dietz return
- +0.97%
- Normalized wealth
- 1,009.69
- Holdings
- 7
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 VVISA Inc. | +38.14% | 55.25 | $20,313.58 | $2,025.56 |
 MAMastercard Incorporated | +27.73% | 26.19 | $14,769.52 | $1,034.33 |
 WFCWells Fargo & Co. | +14.39% | 93.27 | $7,664.76 | $1,046.47 |
 SHOPShopify Inc. Class A subordinate voting shares | +10.11% | 36.94 | $5,385.20 | $1,868.21 |
 INTUIntuit Inc | +4.14% | 7.97 | $2,207.22 | -$2,523.29 |
 PYPLPayPal Holdings, Inc. Common Stock | +2.77% | 28.07 | $1,472.69 | -$458.15 |
 COINCoinbase Global, Inc. Class A Common Stock | +2.71% | 7.27 | $1,441.89 | $120.81 |
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