Fintech adjacent
- Fintech
- Financial technology
- #1 / 4
Performance
Growth of $1,000 · 1 month
$1,053.72+$53.72 (+5.37%)
S&P 500: 1,027.27
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jul 13, 2026 | $1,000.00 | Not available |
| Jul 13, 2026 | $1,000.00 | $1,000.00 |
| Jul 13, 2026 | $1,006.88 | $996.23 |
| Jul 13, 2026 | $1,006.74 | $995.82 |
| Jul 14, 2026 | $1,007.72 | $998.70 |
| Jul 14, 2026 | $1,005.42 | $998.82 |
| Jul 14, 2026 | $1,000.85 | $999.31 |
| Jul 15, 2026 | $1,009.18 | $1,001.04 |
| Jul 15, 2026 | $1,013.00 | $999.98 |
| Jul 15, 2026 | $1,007.96 | $1,000.65 |
| Jul 16, 2026 | $1,023.13 | $1,001.95 |
| Jul 16, 2026 | $1,026.98 | $1,000.21 |
| Jul 16, 2026 | $1,026.41 | $996.71 |
| Jul 17, 2026 | $1,016.05 | $989.79 |
| Jul 17, 2026 | $1,014.14 | $991.50 |
| Jul 17, 2026 | $1,014.96 | $989.04 |
| Jul 20, 2026 | $1,016.44 | $988.58 |
| Jul 20, 2026 | $1,020.56 | $989.76 |
| Jul 20, 2026 | $1,019.21 | $986.74 |
| Jul 21, 2026 | $1,015.65 | $992.08 |
| Jul 21, 2026 | $1,016.63 | $994.68 |
| Jul 21, 2026 | $1,013.44 | $994.23 |
| Jul 22, 2026 | $1,002.50 | $994.79 |
| Jul 22, 2026 | $1,003.38 | $996.09 |
| Jul 22, 2026 | $998.07 | $994.44 |
| Jul 23, 2026 | $985.28 | $982.56 |
| Jul 23, 2026 | $987.36 | $980.26 |
| Jul 23, 2026 | $986.48 | $979.39 |
| Jul 24, 2026 | $997.26 | $983.91 |
| Jul 24, 2026 | $995.96 | $985.05 |
| Jul 24, 2026 | $998.46 | $980.97 |
| Jul 27, 2026 | $1,025.61 | $982.71 |
| Jul 27, 2026 | $1,027.76 | $979.21 |
| Jul 27, 2026 | $1,028.36 | $981.87 |
| Jul 28, 2026 | $1,039.64 | $981.33 |
| Jul 28, 2026 | $1,046.93 | $986.58 |
| Jul 28, 2026 | $1,046.68 | $985.09 |
| Jul 29, 2026 | $1,044.20 | $976.24 |
| Jul 29, 2026 | $1,051.23 | $976.31 |
| Jul 29, 2026 | $1,049.30 | $985.71 |
| Jul 30, 2026 | $1,032.05 | $978.11 |
| Jul 30, 2026 | $1,038.03 | $981.77 |
| Jul 30, 2026 | $1,040.19 | $984.15 |
| Jul 31, 2026 | $1,027.21 | $986.51 |
| Jul 31, 2026 | $1,033.33 | $989.31 |
| Jul 31, 2026 | $1,035.06 | $991.30 |
| Aug 3, 2026 | $1,035.17 | $1,003.51 |
| Aug 3, 2026 | $1,035.78 | $1,004.63 |
| Aug 3, 2026 | $1,038.51 | $1,006.96 |
| Aug 4, 2026 | $1,043.76 | $1,018.06 |
| Aug 4, 2026 | $1,044.57 | $1,023.33 |
| Aug 4, 2026 | $1,045.42 | $1,025.73 |
| Aug 5, 2026 | $1,062.19 | $1,027.61 |
| Aug 5, 2026 | $1,061.94 | $1,025.44 |
| Aug 5, 2026 | $1,064.66 | $1,024.83 |
| Aug 6, 2026 | $1,059.48 | $1,024.27 |
| Aug 6, 2026 | $1,059.74 | $1,021.61 |
| Aug 6, 2026 | $1,063.60 | $1,021.59 |
| Aug 7, 2026 | $1,063.70 | $1,026.72 |
| Aug 7, 2026 | $1,055.41 | $1,025.66 |
| Aug 7, 2026 | $1,052.61 | $1,025.01 |
| Aug 10, 2026 | $1,058.25 | $1,027.71 |
| Aug 10, 2026 | $1,053.72 | $1,027.27 |
PortfolioS&P 500
- Time-weighted return
- +5.37%
- Modified Dietz return
- +5.37%
- Normalized wealth
- 1,053.72
- Holdings
- 7
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 VVISA Inc. | +36.92% | 55.25 | $19,858.85 | $1,570.83 |
 MAMastercard Incorporated | +27.33% | 26.19 | $14,698.54 | $963.35 |
 WFCWells Fargo & Co. | +15.15% | 93.27 | $8,151.61 | $1,533.32 |
 SHOPShopify Inc. Class A subordinate voting shares | +10.60% | 36.94 | $5,702.17 | $2,185.18 |
 INTUIntuit Inc | +4.94% | 7.97 | $2,654.57 | -$2,075.94 |
 PYPLPayPal Holdings, Inc. Common Stock | +3.05% | 28.07 | $1,640.29 | -$290.55 |
 COINCoinbase Global, Inc. Class A Common Stock | +2.02% | 7.27 | $1,085.07 | -$236.01 |
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