
Fintech adjacent
- Fintech
- Financial technology
- #1 / 4
Performance
Growth of $1,000 · This week
$1,014.90+$14.90 (+1.49%)
S&P 500: 1,021.71
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 3, 2026 | $1,000.00 | Not available |
| Aug 3, 2026 | $1,000.00 | $1,000.00 |
| Aug 3, 2026 | $999.66 | $1,000.00 |
| Aug 3, 2026 | $1,000.24 | $1,000.92 |
| Aug 3, 2026 | $1,000.12 | $1,001.63 |
| Aug 3, 2026 | $1,000.65 | $1,001.62 |
| Aug 3, 2026 | $1,000.25 | $1,001.62 |
| Aug 3, 2026 | $1,000.80 | $1,002.00 |
| Aug 3, 2026 | $997.63 | $1,002.01 |
| Aug 4, 2026 | $996.50 | $1,004.59 |
| Aug 4, 2026 | $994.25 | $1,006.67 |
| Aug 4, 2026 | $1,001.10 | $1,010.13 |
| Aug 4, 2026 | $1,002.33 | $1,010.13 |
| Aug 4, 2026 | $1,005.93 | $1,011.11 |
| Aug 4, 2026 | $1,005.36 | $1,014.50 |
| Aug 4, 2026 | $1,003.95 | $1,015.46 |
| Aug 4, 2026 | $1,005.14 | $1,016.42 |
| Aug 4, 2026 | $1,006.31 | $1,017.70 |
| Aug 4, 2026 | $1,006.20 | $1,017.70 |
| Aug 4, 2026 | $1,008.04 | $1,019.04 |
| Aug 4, 2026 | $1,008.25 | $1,019.04 |
| Aug 4, 2026 | $1,008.43 | $1,019.92 |
| Aug 4, 2026 | $1,008.25 | $1,020.26 |
| Aug 4, 2026 | $1,006.93 | $1,020.08 |
| Aug 4, 2026 | $1,006.90 | $1,020.08 |
| Aug 4, 2026 | $1,008.84 | $1,021.18 |
| Aug 4, 2026 | $1,008.52 | $1,019.75 |
| Aug 5, 2026 | $1,030.39 | $1,024.36 |
| Aug 5, 2026 | $1,025.60 | $1,024.36 |
| Aug 5, 2026 | $1,025.25 | $1,024.84 |
| Aug 5, 2026 | $1,026.28 | $1,024.99 |
| Aug 5, 2026 | $1,023.05 | $1,021.53 |
| Aug 5, 2026 | $1,020.50 | $1,020.49 |
| Aug 5, 2026 | $1,020.25 | $1,020.49 |
| Aug 5, 2026 | $1,021.38 | $1,019.10 |
| Aug 5, 2026 | $1,021.68 | $1,018.83 |
| Aug 5, 2026 | $1,022.85 | $1,019.40 |
| Aug 5, 2026 | $1,024.30 | $1,019.30 |
| Aug 5, 2026 | $1,024.41 | $1,019.30 |
| Aug 5, 2026 | $1,026.15 | $1,019.69 |
| Aug 5, 2026 | $1,025.42 | $1,019.88 |
| Aug 5, 2026 | $1,025.46 | $1,019.88 |
| Aug 5, 2026 | $1,025.80 | $1,019.81 |
| Aug 5, 2026 | $1,025.70 | $1,019.81 |
| Aug 5, 2026 | $1,023.81 | $1,019.84 |
| Aug 6, 2026 | $1,022.28 | $1,017.58 |
| Aug 6, 2026 | $1,018.09 | $1,019.21 |
| Aug 6, 2026 | $1,018.84 | $1,019.21 |
| Aug 6, 2026 | $1,021.77 | $1,019.52 |
| Aug 6, 2026 | $1,019.16 | $1,017.34 |
| Aug 6, 2026 | $1,018.15 | $1,016.95 |
| Aug 6, 2026 | $1,018.59 | $1,016.27 |
| Aug 6, 2026 | $1,019.15 | $1,014.73 |
| Aug 6, 2026 | $1,019.51 | $1,014.89 |
| Aug 6, 2026 | $1,021.00 | $1,015.07 |
| Aug 6, 2026 | $1,020.75 | $1,014.87 |
| Aug 6, 2026 | $1,024.86 | $1,015.32 |
| Aug 6, 2026 | $1,024.74 | $1,015.32 |
| Aug 6, 2026 | $1,024.15 | $1,016.77 |
| Aug 6, 2026 | $1,024.92 | $1,016.77 |
| Aug 6, 2026 | $1,024.27 | $1,015.88 |
| Aug 6, 2026 | $1,024.00 | $1,016.32 |
| Aug 6, 2026 | $1,024.56 | $1,015.32 |
| Aug 7, 2026 | $1,018.87 | $1,018.80 |
| Aug 7, 2026 | $1,021.40 | $1,018.80 |
| Aug 7, 2026 | $1,024.27 | $1,018.82 |
| Aug 7, 2026 | $1,025.43 | $1,018.82 |
| Aug 7, 2026 | $1,023.88 | $1,021.66 |
| Aug 7, 2026 | $1,024.51 | $1,021.25 |
| Aug 7, 2026 | $1,018.80 | $1,022.27 |
| Aug 7, 2026 | $1,017.74 | $1,021.45 |
| Aug 7, 2026 | $1,017.72 | $1,021.45 |
| Aug 7, 2026 | $1,017.59 | $1,019.73 |
| Aug 7, 2026 | $1,017.88 | $1,019.73 |
| Aug 7, 2026 | $1,017.32 | $1,020.05 |
| Aug 7, 2026 | $1,017.19 | $1,020.05 |
| Aug 7, 2026 | $1,016.67 | $1,020.21 |
| Aug 7, 2026 | $1,016.97 | $1,020.21 |
| Aug 7, 2026 | $1,014.23 | $1,020.32 |
| Aug 7, 2026 | $1,014.98 | $1,019.40 |
| Aug 7, 2026 | $1,013.83 | $1,019.71 |
| Aug 7, 2026 | $1,015.94 | $1,021.51 |
| Aug 7, 2026 | $1,017.65 | $1,021.51 |
| Aug 10, 2026 | $1,014.21 | $1,021.26 |
| Aug 10, 2026 | $1,016.05 | $1,021.26 |
| Aug 10, 2026 | $1,013.71 | $1,022.34 |
| Aug 10, 2026 | $1,018.40 | $1,023.44 |
| Aug 10, 2026 | $1,018.72 | $1,022.35 |
| Aug 10, 2026 | $1,018.41 | $1,022.35 |
| Aug 10, 2026 | $1,017.91 | $1,022.20 |
| Aug 10, 2026 | $1,016.92 | $1,023.23 |
| Aug 10, 2026 | $1,016.51 | $1,023.23 |
| Aug 10, 2026 | $1,014.52 | $1,020.68 |
| Aug 10, 2026 | $1,014.90 | $1,021.71 |
PortfolioS&P 500
- Time-weighted return
- +1.49%
- Modified Dietz return
- +1.49%
- Normalized wealth
- 1,014.9
- 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






