Fintech adjacent
- Fintech
- Financial technology
- #4 / 4
Performance
Growth of $1,000 · This week
$999.00-$1.00 (-0.10%)
S&P 500: 1,005.83
| Date | Portfolio | S&P 500 |
|---|---|---|
| Sep 17, 2026 | $1,000.00 | Not available |
| Sep 18, 2026 | $1,000.00 | $996.95 |
| Sep 18, 2026 | $996.70 | $996.95 |
| Sep 18, 2026 | $998.62 | $997.37 |
| Sep 18, 2026 | $998.57 | $996.46 |
| Sep 18, 2026 | $998.73 | $996.46 |
| Sep 18, 2026 | $999.56 | $996.69 |
| Sep 18, 2026 | $1,000.09 | $996.69 |
| Sep 18, 2026 | $998.93 | $996.20 |
| Sep 18, 2026 | $999.32 | $996.20 |
| Sep 18, 2026 | $1,000.03 | $995.52 |
| Sep 18, 2026 | $1,000.48 | $996.49 |
| Sep 18, 2026 | $1,000.28 | $996.49 |
| Sep 18, 2026 | $998.84 | $996.64 |
| Sep 18, 2026 | $998.35 | $996.64 |
| Sep 18, 2026 | $998.21 | $997.05 |
| Sep 18, 2026 | $998.29 | $997.05 |
| Sep 18, 2026 | $1,000.46 | $997.70 |
| Sep 18, 2026 | $1,000.73 | $997.70 |
| Sep 18, 2026 | $998.59 | $999.03 |
| Sep 18, 2026 | $998.79 | $998.71 |
| Sep 18, 2026 | $997.22 | $999.27 |
| Sep 21, 2026 | $1,004.08 | $1,005.77 |
| Sep 21, 2026 | $998.10 | $1,006.55 |
| Sep 21, 2026 | $1,000.55 | $1,009.28 |
| Sep 21, 2026 | $999.87 | $1,009.28 |
| Sep 21, 2026 | $999.10 | $1,009.66 |
| Sep 21, 2026 | $1,000.82 | $1,009.66 |
| Sep 21, 2026 | $999.50 | $1,010.25 |
| Sep 21, 2026 | $1,000.54 | $1,011.27 |
| Sep 21, 2026 | $1,001.05 | $1,013.01 |
| Sep 21, 2026 | $1,000.87 | $1,013.01 |
| Sep 21, 2026 | $1,001.73 | $1,013.36 |
| Sep 21, 2026 | $1,001.92 | $1,013.91 |
| Sep 21, 2026 | $1,004.09 | $1,014.30 |
| Sep 21, 2026 | $1,004.89 | $1,015.24 |
| Sep 21, 2026 | $1,004.33 | $1,015.24 |
| Sep 21, 2026 | $1,008.19 | $1,015.24 |
| Sep 21, 2026 | $1,007.86 | $1,016.03 |
| Sep 21, 2026 | $1,009.41 | $1,015.49 |
| Sep 22, 2026 | $1,019.00 | $1,015.89 |
| Sep 22, 2026 | $1,017.21 | $1,015.96 |
| Sep 22, 2026 | $1,010.09 | $1,015.55 |
| Sep 22, 2026 | $1,001.81 | $1,015.14 |
| Sep 22, 2026 | $999.54 | $1,015.14 |
| Sep 22, 2026 | $998.78 | $1,015.01 |
| Sep 22, 2026 | $996.52 | $1,015.17 |
| Sep 22, 2026 | $992.54 | $1,015.16 |
| Sep 22, 2026 | $994.01 | $1,014.00 |
| Sep 22, 2026 | $998.37 | $1,014.09 |
| Sep 22, 2026 | $999.59 | $1,015.08 |
| Sep 22, 2026 | $997.81 | $1,015.08 |
| Sep 22, 2026 | $998.76 | $1,014.58 |
| Sep 22, 2026 | $998.76 | $1,014.58 |
| Sep 22, 2026 | $997.10 | $1,015.82 |
| Sep 22, 2026 | $997.15 | $1,015.82 |
| Sep 22, 2026 | $999.08 | $1,016.06 |
| Sep 22, 2026 | $998.86 | $1,015.88 |
| Sep 22, 2026 | $997.54 | $1,015.89 |
| Sep 22, 2026 | $998.05 | $1,015.89 |
| Sep 22, 2026 | $995.51 | $1,016.40 |
| Sep 23, 2026 | $992.62 | $1,013.92 |
| Sep 23, 2026 | $1,000.51 | $1,013.92 |
| Sep 23, 2026 | $989.07 | $1,010.99 |
| Sep 23, 2026 | $989.99 | $1,009.89 |
| Sep 23, 2026 | $991.79 | $1,010.08 |
| Sep 23, 2026 | $992.55 | $1,010.08 |
| Sep 23, 2026 | $992.68 | $1,009.20 |
| Sep 23, 2026 | $991.99 | $1,008.34 |
| Sep 23, 2026 | $992.32 | $1,008.38 |
| Sep 23, 2026 | $990.52 | $1,006.39 |
| Sep 23, 2026 | $990.96 | $1,006.39 |
| Sep 23, 2026 | $990.29 | $1,006.92 |
| Sep 23, 2026 | $990.75 | $1,006.92 |
| Sep 23, 2026 | $990.63 | $1,008.06 |
| Sep 23, 2026 | $990.55 | $1,008.06 |
| Sep 23, 2026 | $990.32 | $1,007.99 |
| Sep 23, 2026 | $990.40 | $1,008.04 |
| Sep 23, 2026 | $990.02 | $1,007.33 |
| Sep 23, 2026 | $988.79 | $1,007.23 |
| Sep 24, 2026 | $990.06 | $1,003.16 |
| Sep 24, 2026 | $994.34 | $1,003.16 |
| Sep 24, 2026 | $997.86 | $1,004.07 |
| Sep 24, 2026 | $997.19 | $1,004.07 |
| Sep 24, 2026 | $994.32 | $1,005.13 |
| Sep 24, 2026 | $993.93 | $1,005.13 |
| Sep 24, 2026 | $993.04 | $1,003.95 |
| Sep 24, 2026 | $991.39 | $1,002.10 |
| Sep 24, 2026 | $991.61 | $1,002.10 |
| Sep 24, 2026 | $993.73 | $1,006.48 |
| Sep 24, 2026 | $991.99 | $1,007.73 |
| Sep 24, 2026 | $990.73 | $1,007.73 |
| Sep 24, 2026 | $992.52 | $1,006.06 |
| Sep 24, 2026 | $992.78 | $1,005.25 |
| Sep 24, 2026 | $994.39 | $1,005.25 |
| Sep 24, 2026 | $995.27 | $1,006.68 |
| Sep 24, 2026 | $995.50 | $1,006.68 |
| Sep 24, 2026 | $997.26 | $1,006.70 |
| Sep 24, 2026 | $997.92 | $1,006.70 |
| Sep 24, 2026 | $999.00 | $1,005.83 |
PortfolioS&P 500
- Time-weighted return
- -0.10%
- Modified Dietz return
- -0.10%
- Normalized wealth
- 999
- 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