Fintech adjacent
- Fintech
- Financial technology
- #4 / 4
Performance
Growth of $1,000 · 1 month
$947.94-$52.06 (-5.21%)
S&P 500: 1,002.31
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 25, 2026 | $1,000.00 | Not available |
| Aug 25, 2026 | $1,000.00 | $1,000.00 |
| Aug 25, 2026 | $1,002.04 | $1,001.36 |
| Aug 25, 2026 | $1,002.59 | $1,001.20 |
| Aug 26, 2026 | $997.04 | $1,001.48 |
| Aug 26, 2026 | $998.00 | $1,000.00 |
| Aug 26, 2026 | $1,001.49 | $1,002.34 |
| Aug 27, 2026 | $995.86 | $1,007.42 |
| Aug 27, 2026 | $997.97 | $1,009.51 |
| Aug 27, 2026 | $994.99 | $1,006.45 |
| Aug 28, 2026 | $999.91 | $1,013.33 |
| Aug 28, 2026 | $998.27 | $1,006.57 |
| Aug 28, 2026 | $996.64 | $1,005.18 |
| Aug 31, 2026 | $992.74 | $1,001.57 |
| Aug 31, 2026 | $990.93 | $1,001.50 |
| Aug 31, 2026 | $991.77 | $1,001.26 |
| Sep 1, 2026 | $981.35 | $998.45 |
| Sep 1, 2026 | $976.02 | $996.82 |
| Sep 1, 2026 | $973.59 | $994.79 |
| Sep 2, 2026 | $987.44 | $1,000.74 |
| Sep 2, 2026 | $983.52 | $1,000.26 |
| Sep 2, 2026 | $985.05 | $1,000.10 |
| Sep 3, 2026 | $987.93 | $1,005.95 |
| Sep 3, 2026 | $987.97 | $1,010.69 |
| Sep 3, 2026 | $990.74 | $1,011.69 |
| Sep 4, 2026 | $980.90 | $1,006.15 |
| Sep 4, 2026 | $984.34 | $1,008.08 |
| Sep 4, 2026 | $982.64 | $1,007.23 |
| Sep 8, 2026 | $958.92 | $1,003.82 |
| Sep 8, 2026 | $957.78 | $1,002.89 |
| Sep 8, 2026 | $956.76 | $1,002.70 |
| Sep 9, 2026 | $955.05 | $998.76 |
| Sep 9, 2026 | $954.54 | $997.21 |
| Sep 9, 2026 | $952.52 | $997.80 |
| Sep 10, 2026 | $947.92 | $993.02 |
| Sep 10, 2026 | $949.61 | $992.77 |
| Sep 10, 2026 | $946.52 | $990.94 |
| Sep 11, 2026 | $957.87 | $999.06 |
| Sep 11, 2026 | $960.88 | $1,001.19 |
| Sep 11, 2026 | $961.70 | $1,000.35 |
| Sep 14, 2026 | $969.08 | $991.93 |
| Sep 14, 2026 | $973.93 | $997.50 |
| Sep 14, 2026 | $963.53 | $996.62 |
| Sep 15, 2026 | $963.12 | $989.18 |
| Sep 15, 2026 | $965.39 | $990.83 |
| Sep 15, 2026 | $966.54 | $990.51 |
| Sep 16, 2026 | $959.50 | $994.07 |
| Sep 16, 2026 | $956.28 | $993.54 |
| Sep 16, 2026 | $950.05 | $985.87 |
| Sep 17, 2026 | $946.91 | $994.82 |
| Sep 17, 2026 | $951.34 | $997.03 |
| Sep 17, 2026 | $951.98 | $997.04 |
| Sep 18, 2026 | $949.51 | $993.73 |
| Sep 18, 2026 | $949.34 | $993.02 |
| Sep 18, 2026 | $949.17 | $995.40 |
| Sep 21, 2026 | $948.74 | $1,005.87 |
| Sep 21, 2026 | $950.17 | $1,009.94 |
| Sep 21, 2026 | $955.89 | $1,012.54 |
| Sep 22, 2026 | $948.42 | $1,011.36 |
| Sep 22, 2026 | $948.49 | $1,011.61 |
| Sep 22, 2026 | $946.72 | $1,011.81 |
| Sep 23, 2026 | $939.95 | $1,007.22 |
| Sep 23, 2026 | $942.15 | $1,003.53 |
| Sep 23, 2026 | $939.78 | $1,004.52 |
| Sep 24, 2026 | $941.66 | $999.70 |
| Sep 24, 2026 | $941.28 | $1,004.74 |
| Sep 24, 2026 | $945.44 | $1,004.23 |
| Sep 24, 2026 | $947.94 | $1,002.31 |
PortfolioS&P 500
- Time-weighted return
- -5.21%
- Modified Dietz return
- -5.21%
- Normalized wealth
- 947.94
- Holdings
- 7
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 VVISA Inc. | +38.14% | 55.25 | $20,318.55 | $2,030.53 |
 MAMastercard Incorporated | +27.72% | 26.19 | $14,767.95 | $1,032.76 |
 WFCWells Fargo & Co. | +14.40% | 93.27 | $7,670.35 | $1,052.06 |
 SHOPShopify Inc. Class A subordinate voting shares | +10.13% | 36.94 | $5,398.50 | $1,881.51 |
 INTUIntuit Inc | +4.14% | 7.97 | $2,206.90 | -$2,523.61 |
 PYPLPayPal Holdings, Inc. Common Stock | +2.76% | 28.07 | $1,472.13 | -$458.71 |
 COINCoinbase Global, Inc. Class A Common Stock | +2.71% | 7.27 | $1,442.98 | $121.90 |
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