Fintech adjacent
- Fintech
- Financial technology
- #2 / 4
Performance
Growth of $1,000 · 1 year
$943.81-$56.19 (-5.62%)
S&P 500: 1,160.03
| Date | Portfolio | S&P 500 |
|---|---|---|
| Sep 24, 2025 | $1,000.00 | Not available |
| Sep 24, 2025 | $1,000.00 | $1,000.00 |
| Sep 25, 2025 | $989.35 | $997.42 |
| Sep 26, 2025 | $989.94 | $1,001.23 |
| Sep 29, 2025 | $1,000.60 | $1,004.50 |
| Sep 30, 2025 | $999.97 | $1,003.52 |
| Oct 1, 2025 | $995.44 | $1,009.44 |
| Oct 2, 2025 | $1,001.75 | $1,012.26 |
| Oct 3, 2025 | $1,009.34 | $1,012.82 |
| Oct 6, 2025 | $1,019.61 | $1,014.87 |
| Oct 7, 2025 | $1,029.48 | $1,017.67 |
| Oct 8, 2025 | $1,023.52 | $1,016.86 |
| Oct 9, 2025 | $1,024.62 | $1,017.27 |
| Oct 10, 2025 | $1,012.51 | $997.40 |
| Oct 13, 2025 | $992.69 | $1,003.23 |
| Oct 14, 2025 | $986.63 | $1,003.96 |
| Oct 15, 2025 | $1,009.69 | $1,012.55 |
| Oct 16, 2025 | $1,011.44 | $997.84 |
| Oct 17, 2025 | $984.44 | $997.06 |
| Oct 20, 2025 | $1,013.76 | $1,015.98 |
| Oct 21, 2025 | $1,010.22 | $1,014.90 |
| Oct 22, 2025 | $1,017.06 | $1,013.37 |
| Oct 23, 2025 | $1,012.37 | $1,013.42 |
| Oct 24, 2025 | $1,022.78 | $1,026.40 |
| Oct 27, 2025 | $1,033.47 | $1,037.08 |
| Oct 28, 2025 | $1,036.97 | $1,038.39 |
| Oct 29, 2025 | $1,030.38 | $1,042.50 |
| Oct 30, 2025 | $1,009.20 | $1,033.52 |
| Oct 31, 2025 | $1,009.96 | $1,035.46 |
| Nov 3, 2025 | $1,003.16 | $1,034.20 |
| Nov 4, 2025 | $994.48 | $1,025.56 |
| Nov 5, 2025 | $996.27 | $1,024.95 |
| Nov 6, 2025 | $994.94 | $1,016.17 |
| Nov 7, 2025 | $982.94 | $1,003.35 |
| Nov 10, 2025 | $989.13 | $1,031.33 |
| Nov 11, 2025 | $988.04 | $1,028.20 |
| Nov 12, 2025 | $1,002.58 | $1,034.26 |
| Nov 13, 2025 | $993.69 | $1,026.80 |
| Nov 14, 2025 | $972.06 | $1,017.84 |
| Nov 17, 2025 | $946.95 | $1,007.46 |
| Nov 18, 2025 | $944.23 | $997.45 |
| Nov 19, 2025 | $939.44 | $1,002.86 |
| Nov 20, 2025 | $956.79 | $1,021.75 |
| Nov 21, 2025 | $945.89 | $1,000.00 |
| Nov 24, 2025 | $962.22 | $1,012.09 |
| Nov 25, 2025 | $962.57 | $1,013.19 |
| Nov 26, 2025 | $975.26 | $1,030.88 |
| Nov 28, 2025 | $977.61 | $1,034.28 |
| Dec 1, 2025 | $961.86 | $1,029.55 |
| Dec 2, 2025 | $963.30 | $1,031.46 |
| Dec 3, 2025 | $975.64 | $1,035.10 |
| Dec 4, 2025 | $983.92 | $1,033.42 |
| Dec 5, 2025 | $978.82 | $1,038.17 |
| Dec 8, 2025 | $974.86 | $1,034.64 |
| Dec 9, 2025 | $973.96 | $1,033.75 |
| Dec 10, 2025 | $971.41 | $1,034.96 |
| Dec 11, 2025 | $984.88 | $1,033.21 |
| Dec 12, 2025 | $1,017.63 | $1,031.81 |
| Dec 15, 2025 | $1,009.52 | $1,030.25 |
| Dec 16, 2025 | $1,009.47 | $1,027.28 |
| Dec 17, 2025 | $1,015.59 | $1,017.91 |
| Dec 18, 2025 | $1,010.80 | $1,023.80 |
| Dec 19, 2025 | $1,010.51 | $1,028.11 |
| Dec 22, 2025 | $1,028.27 | $1,036.46 |
| Dec 23, 2025 | $1,027.24 | $1,038.92 |
| Dec 24, 2025 | $1,030.23 | $1,044.86 |
| Dec 26, 2025 | $1,034.06 | $1,044.75 |
| Dec 29, 2025 | $1,028.83 | $1,041.03 |
| Dec 30, 2025 | $1,027.88 | $1,039.76 |
| Dec 31, 2025 | $1,024.42 | $1,032.05 |
| Jan 2, 2026 | $1,001.86 | $1,033.94 |
| Jan 5, 2026 | $1,022.70 | $1,040.83 |
| Jan 6, 2026 | $1,018.96 | $1,043.04 |
| Jan 7, 2026 | $1,031.69 | $1,048.83 |
| Jan 8, 2026 | $1,023.44 | $1,042.66 |
| Jan 9, 2026 | $1,028.16 | $1,046.51 |
| Jan 12, 2026 | $1,008.48 | $1,052.09 |
| Jan 13, 2026 | $993.14 | $1,051.72 |
| Jan 14, 2026 | $967.70 | $1,039.55 |
| Jan 15, 2026 | $963.11 | $1,047.67 |
| Jan 16, 2026 | $952.36 | $1,046.79 |
| Jan 20, 2026 | $929.29 | $1,025.48 |
| Jan 21, 2026 | $932.09 | $1,029.17 |
| Jan 22, 2026 | $926.96 | $1,042.81 |
| Jan 23, 2026 | $929.64 | $1,043.68 |
| Jan 26, 2026 | $930.35 | $1,048.41 |
| Jan 27, 2026 | $931.30 | $1,053.05 |
| Jan 28, 2026 | $925.02 | $1,052.90 |
| Jan 29, 2026 | $933.10 | $1,045.89 |
| Jan 30, 2026 | $933.25 | $1,047.26 |
| Feb 2, 2026 | $936.83 | $1,052.47 |
| Feb 3, 2026 | $928.82 | $1,043.57 |
| Feb 4, 2026 | $895.12 | $1,033.26 |
| Feb 5, 2026 | $908.94 | $1,024.20 |
| Feb 6, 2026 | $906.44 | $1,040.57 |
| Feb 9, 2026 | $900.26 | $1,050.26 |
| Feb 10, 2026 | $901.43 | $1,047.49 |
| Feb 11, 2026 | $911.47 | $1,045.68 |
| Feb 12, 2026 | $889.24 | $1,037.56 |
| Feb 13, 2026 | $868.97 | $1,036.50 |
| Feb 17, 2026 | $865.53 | $1,033.46 |
| Feb 18, 2026 | $870.21 | $1,038.67 |
| Feb 19, 2026 | $870.38 | $1,035.93 |
| Feb 20, 2026 | $872.16 | $1,042.92 |
| Feb 23, 2026 | $837.98 | $1,032.76 |
| Feb 24, 2026 | $841.26 | $1,040.53 |
| Feb 25, 2026 | $863.12 | $1,049.09 |
| Feb 26, 2026 | $872.12 | $1,043.22 |
| Feb 27, 2026 | $866.99 | $1,038.21 |
| Mar 2, 2026 | $872.36 | $1,038.80 |
| Mar 3, 2026 | $877.71 | $1,029.65 |
| Mar 4, 2026 | $888.61 | $1,036.91 |
| Mar 5, 2026 | $892.86 | $1,031.13 |
| Mar 6, 2026 | $884.31 | $1,017.61 |
| Mar 9, 2026 | $879.27 | $1,026.53 |
| Mar 10, 2026 | $869.14 | $1,024.88 |
| Mar 11, 2026 | $866.34 | $1,023.59 |
| Mar 12, 2026 | $846.46 | $1,008.05 |
| Mar 13, 2026 | $841.63 | $1,002.34 |
| Mar 16, 2026 | $856.99 | $1,012.54 |
| Mar 17, 2026 | $861.45 | $1,015.21 |
| Mar 18, 2026 | $852.72 | $1,001.04 |
| Mar 19, 2026 | $833.14 | $998.57 |
| Mar 20, 2026 | $835.59 | $981.58 |
| Mar 23, 2026 | $848.72 | $991.88 |
| Mar 24, 2026 | $838.85 | $988.56 |
| Mar 25, 2026 | $846.27 | $994.06 |
| Mar 26, 2026 | $840.04 | $976.31 |
| Mar 27, 2026 | $830.46 | $959.66 |
| Mar 30, 2026 | $823.24 | $956.46 |
| Mar 31, 2026 | $834.93 | $984.26 |
| Apr 1, 2026 | $845.09 | $991.67 |
| Apr 2, 2026 | $828.52 | $990.42 |
| Apr 6, 2026 | $843.68 | $997.26 |
| Apr 7, 2026 | $838.28 | $997.70 |
| Apr 8, 2026 | $853.93 | $1,022.01 |
| Apr 9, 2026 | $845.95 | $1,029.01 |
| Apr 10, 2026 | $841.17 | $1,028.33 |
| Apr 13, 2026 | $852.97 | $1,038.38 |
| Apr 14, 2026 | $843.70 | $1,051.03 |
| Apr 15, 2026 | $861.16 | $1,059.32 |
| Apr 16, 2026 | $872.00 | $1,060.97 |
| Apr 17, 2026 | $876.31 | $1,077.84 |
| Apr 20, 2026 | $878.08 | $1,072.61 |
| Apr 21, 2026 | $877.30 | $1,073.64 |
| Apr 22, 2026 | $868.18 | $1,072.36 |
| Apr 23, 2026 | $858.56 | $1,073.77 |
| Apr 24, 2026 | $848.49 | $1,078.82 |
| Apr 27, 2026 | $855.09 | $1,082.37 |
| Apr 28, 2026 | $861.65 | $1,076.63 |
| Apr 29, 2026 | $886.93 | $1,074.51 |
| Apr 30, 2026 | $875.58 | $1,077.39 |
| May 1, 2026 | $877.34 | $1,091.47 |
| May 4, 2026 | $874.32 | $1,086.67 |
| May 5, 2026 | $863.05 | $1,094.47 |
| May 6, 2026 | $851.92 | $1,107.18 |
| May 7, 2026 | $845.83 | $1,111.49 |
| May 8, 2026 | $845.14 | $1,114.79 |
| May 11, 2026 | $840.89 | $1,118.89 |
| May 12, 2026 | $843.91 | $1,113.45 |
| May 13, 2026 | $833.14 | $1,116.82 |
| May 14, 2026 | $830.16 | $1,132.36 |
| May 15, 2026 | $833.18 | $1,122.29 |
| May 18, 2026 | $852.46 | $1,117.91 |
| May 19, 2026 | $854.34 | $1,108.28 |
| May 20, 2026 | $843.67 | $1,116.96 |
| May 21, 2026 | $837.16 | $1,117.68 |
| May 22, 2026 | $841.71 | $1,130.87 |
| May 26, 2026 | $832.33 | $1,135.98 |
| May 27, 2026 | $833.72 | $1,135.40 |
| May 28, 2026 | $835.14 | $1,141.46 |
| May 29, 2026 | $844.76 | $1,147.05 |
| Jun 1, 2026 | $849.35 | $1,148.01 |
| Jun 2, 2026 | $831.36 | $1,146.38 |
| Jun 3, 2026 | $816.31 | $1,148.19 |
| Jun 4, 2026 | $831.35 | $1,137.82 |
| Jun 5, 2026 | $836.47 | $1,139.03 |
| Jun 8, 2026 | $828.33 | $1,118.77 |
| Jun 9, 2026 | $836.54 | $1,116.49 |
| Jun 10, 2026 | $827.80 | $1,109.42 |
| Jun 11, 2026 | $822.34 | $1,098.17 |
| Jun 12, 2026 | $831.58 | $1,117.37 |
| Jun 15, 2026 | $837.53 | $1,142.40 |
| Jun 16, 2026 | $855.47 | $1,135.59 |
| Jun 17, 2026 | $840.58 | $1,121.41 |
| Jun 18, 2026 | $833.75 | $1,130.15 |
| Jun 22, 2026 | $831.42 | $1,126.60 |
| Jun 23, 2026 | $834.27 | $1,110.24 |
| Jun 24, 2026 | $845.26 | $1,109.72 |
| Jun 25, 2026 | $837.92 | $1,108.73 |
| Jun 26, 2026 | $853.48 | $1,103.29 |
| Jun 29, 2026 | $861.69 | $1,121.47 |
| Jun 30, 2026 | $860.98 | $1,130.20 |
| Jul 1, 2026 | $886.62 | $1,128.67 |
| Jul 2, 2026 | $904.89 | $1,127.19 |
| Jul 6, 2026 | $901.13 | $1,137.02 |
| Jul 7, 2026 | $896.95 | $1,131.62 |
| Jul 8, 2026 | $880.39 | $1,128.13 |
| Jul 9, 2026 | $888.33 | $1,137.68 |
| Jul 10, 2026 | $891.71 | $1,142.58 |
| Jul 13, 2026 | $909.87 | $1,133.83 |
| Jul 14, 2026 | $904.51 | $1,137.86 |
| Jul 15, 2026 | $909.07 | $1,141.99 |
| Jul 16, 2026 | $929.40 | $1,136.18 |
| Jul 17, 2026 | $916.84 | $1,124.93 |
| Jul 20, 2026 | $920.16 | $1,123.12 |
| Jul 21, 2026 | $913.76 | $1,132.48 |
| Jul 22, 2026 | $901.26 | $1,131.47 |
| Jul 23, 2026 | $893.30 | $1,117.20 |
| Jul 24, 2026 | $904.20 | $1,118.33 |
| Jul 27, 2026 | $929.03 | $1,118.58 |
| Jul 28, 2026 | $941.81 | $1,121.25 |
| Jul 29, 2026 | $940.92 | $1,104.00 |
| Jul 30, 2026 | $940.43 | $1,122.55 |
| Jul 31, 2026 | $934.21 | $1,130.59 |
| Aug 3, 2026 | $935.76 | $1,146.70 |
| Aug 4, 2026 | $945.65 | $1,167.37 |
| Aug 5, 2026 | $959.70 | $1,165.04 |
| Aug 6, 2026 | $963.17 | $1,163.18 |
| Aug 7, 2026 | $953.59 | $1,170.29 |
| Aug 10, 2026 | $955.97 | $1,169.94 |
| Aug 11, 2026 | $955.44 | $1,166.20 |
| Aug 12, 2026 | $952.57 | $1,169.13 |
| Aug 13, 2026 | $970.25 | $1,177.28 |
| Aug 14, 2026 | $966.55 | $1,174.95 |
| Aug 17, 2026 | $950.70 | $1,169.40 |
| Aug 18, 2026 | $961.42 | $1,161.50 |
| Aug 19, 2026 | $964.10 | $1,163.93 |
| Aug 20, 2026 | $963.03 | $1,153.75 |
| Aug 21, 2026 | $974.86 | $1,158.88 |
| Aug 24, 2026 | $995.92 | $1,155.47 |
| Aug 25, 2026 | $999.51 | $1,159.17 |
| Aug 26, 2026 | $994.88 | $1,159.42 |
| Aug 27, 2026 | $990.71 | $1,167.02 |
| Aug 28, 2026 | $992.54 | $1,164.37 |
| Aug 31, 2026 | $984.49 | $1,160.89 |
| Sep 1, 2026 | $966.76 | $1,152.92 |
| Sep 2, 2026 | $981.19 | $1,158.03 |
| Sep 3, 2026 | $986.39 | $1,170.15 |
| Sep 4, 2026 | $977.11 | $1,165.64 |
| Sep 8, 2026 | $953.19 | $1,159.24 |
| Sep 9, 2026 | $946.76 | $1,153.85 |
| Sep 10, 2026 | $945.21 | $1,147.03 |
| Sep 11, 2026 | $954.64 | $1,156.82 |
| Sep 14, 2026 | $967.14 | $1,151.55 |
| Sep 15, 2026 | $962.04 | $1,146.27 |
| Sep 16, 2026 | $947.57 | $1,141.22 |
| Sep 17, 2026 | $945.22 | $1,154.16 |
| Sep 18, 2026 | $943.00 | $1,152.78 |
| Sep 21, 2026 | $953.59 | $1,170.65 |
| Sep 22, 2026 | $939.98 | $1,170.60 |
| Sep 23, 2026 | $934.32 | $1,162.04 |
| Sep 24, 2026 | $943.81 | $1,160.03 |
PortfolioS&P 500
- Time-weighted return
- -5.62%
- Modified Dietz return
- -5.62%
- Normalized wealth
- 943.81
- 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 | $1,443.56 | $122.48 |
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