Fintech adjacent
- Fintech
- Financial technology
- #1 / 4
Performance
Growth of $1,000 · 1 year
$964.05-$35.95 (-3.59%)
S&P 500: 1,215.92
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 11, 2025 | $1,000.00 | Not available |
| Aug 11, 2025 | $1,000.00 | $1,000.00 |
| Aug 12, 2025 | $1,005.86 | $1,010.65 |
| Aug 13, 2025 | $1,004.02 | $1,011.65 |
| Aug 14, 2025 | $1,007.52 | $1,013.57 |
| Aug 15, 2025 | $1,011.62 | $1,011.83 |
| Aug 18, 2025 | $1,008.59 | $1,011.15 |
| Aug 19, 2025 | $1,006.53 | $1,008.48 |
| Aug 20, 2025 | $1,003.45 | $1,003.44 |
| Aug 21, 2025 | $999.31 | $1,000.46 |
| Aug 22, 2025 | $1,011.66 | $1,016.09 |
| Aug 25, 2025 | $1,015.51 | $1,010.30 |
| Aug 26, 2025 | $1,013.73 | $1,009.88 |
| Aug 27, 2025 | $1,017.38 | $1,017.77 |
| Aug 28, 2025 | $1,020.77 | $1,017.87 |
| Aug 29, 2025 | $1,017.72 | $1,013.33 |
| Sep 2, 2025 | $1,011.99 | $1,006.81 |
| Sep 3, 2025 | $1,014.00 | $1,009.22 |
| Sep 4, 2025 | $1,014.26 | $1,016.35 |
| Sep 5, 2025 | $1,023.27 | $1,014.80 |
| Sep 8, 2025 | $1,002.66 | $1,020.30 |
| Sep 9, 2025 | $1,007.71 | $1,022.28 |
| Sep 10, 2025 | $1,007.40 | $1,025.62 |
| Sep 11, 2025 | $999.80 | $1,034.14 |
| Sep 12, 2025 | $1,006.64 | $1,034.92 |
| Sep 15, 2025 | $1,005.21 | $1,039.35 |
| Sep 16, 2025 | $999.60 | $1,040.39 |
| Sep 17, 2025 | $1,007.56 | $1,036.58 |
| Sep 18, 2025 | $1,024.20 | $1,042.26 |
| Sep 19, 2025 | $1,023.28 | $1,039.64 |
| Sep 22, 2025 | $1,018.60 | $1,048.62 |
| Sep 23, 2025 | $1,031.65 | $1,042.91 |
| Sep 24, 2025 | $1,012.58 | $1,039.03 |
| Sep 25, 2025 | $1,001.80 | $1,036.36 |
| Sep 26, 2025 | $1,002.39 | $1,040.31 |
| Sep 29, 2025 | $1,013.19 | $1,043.71 |
| Sep 30, 2025 | $1,012.55 | $1,042.69 |
| Oct 1, 2025 | $1,007.97 | $1,048.84 |
| Oct 2, 2025 | $1,014.35 | $1,051.77 |
| Oct 3, 2025 | $1,022.04 | $1,052.35 |
| Oct 6, 2025 | $1,032.43 | $1,054.48 |
| Oct 7, 2025 | $1,042.43 | $1,057.40 |
| Oct 8, 2025 | $1,036.39 | $1,056.55 |
| Oct 9, 2025 | $1,037.50 | $1,056.98 |
| Oct 10, 2025 | $1,025.25 | $1,036.33 |
| Oct 13, 2025 | $1,005.18 | $1,042.39 |
| Oct 14, 2025 | $999.04 | $1,043.14 |
| Oct 15, 2025 | $1,022.39 | $1,052.07 |
| Oct 16, 2025 | $1,024.16 | $1,036.79 |
| Oct 17, 2025 | $996.82 | $1,035.98 |
| Oct 20, 2025 | $1,026.51 | $1,055.64 |
| Oct 21, 2025 | $1,022.93 | $1,054.51 |
| Oct 22, 2025 | $1,029.85 | $1,052.92 |
| Oct 23, 2025 | $1,025.11 | $1,052.98 |
| Oct 24, 2025 | $1,035.65 | $1,066.46 |
| Oct 27, 2025 | $1,046.46 | $1,077.56 |
| Oct 28, 2025 | $1,050.01 | $1,078.92 |
| Oct 29, 2025 | $1,043.34 | $1,083.19 |
| Oct 30, 2025 | $1,021.89 | $1,073.86 |
| Oct 31, 2025 | $1,022.66 | $1,075.88 |
| Nov 3, 2025 | $1,015.78 | $1,074.57 |
| Nov 4, 2025 | $1,006.98 | $1,065.59 |
| Nov 5, 2025 | $1,008.80 | $1,064.96 |
| Nov 6, 2025 | $1,007.45 | $1,055.83 |
| Nov 7, 2025 | $995.30 | $1,042.51 |
| Nov 10, 2025 | $1,001.57 | $1,071.58 |
| Nov 11, 2025 | $1,000.47 | $1,068.33 |
| Nov 12, 2025 | $1,015.19 | $1,074.63 |
| Nov 13, 2025 | $1,006.19 | $1,066.88 |
| Nov 14, 2025 | $984.29 | $1,057.57 |
| Nov 17, 2025 | $958.86 | $1,046.78 |
| Nov 18, 2025 | $956.10 | $1,036.38 |
| Nov 19, 2025 | $951.26 | $1,042.00 |
| Nov 20, 2025 | $968.83 | $1,061.63 |
| Nov 21, 2025 | $957.78 | $1,039.03 |
| Nov 24, 2025 | $974.32 | $1,051.59 |
| Nov 25, 2025 | $974.67 | $1,052.73 |
| Nov 26, 2025 | $987.52 | $1,071.12 |
| Nov 28, 2025 | $989.91 | $1,074.65 |
| Dec 1, 2025 | $973.96 | $1,069.74 |
| Dec 2, 2025 | $975.42 | $1,071.72 |
| Dec 3, 2025 | $987.91 | $1,075.50 |
| Dec 4, 2025 | $996.30 | $1,073.76 |
| Dec 5, 2025 | $991.13 | $1,078.69 |
| Dec 8, 2025 | $987.12 | $1,075.03 |
| Dec 9, 2025 | $986.21 | $1,074.10 |
| Dec 10, 2025 | $983.62 | $1,075.36 |
| Dec 11, 2025 | $997.27 | $1,073.54 |
| Dec 12, 2025 | $1,030.43 | $1,072.08 |
| Dec 15, 2025 | $1,022.21 | $1,070.46 |
| Dec 16, 2025 | $1,022.17 | $1,067.38 |
| Dec 17, 2025 | $1,028.37 | $1,057.65 |
| Dec 18, 2025 | $1,023.51 | $1,063.77 |
| Dec 19, 2025 | $1,023.22 | $1,068.24 |
| Dec 22, 2025 | $1,041.21 | $1,076.91 |
| Dec 23, 2025 | $1,040.16 | $1,079.47 |
| Dec 24, 2025 | $1,043.19 | $1,085.64 |
| Dec 26, 2025 | $1,047.07 | $1,085.53 |
| Dec 29, 2025 | $1,041.77 | $1,081.66 |
| Dec 30, 2025 | $1,040.81 | $1,080.34 |
| Dec 31, 2025 | $1,037.31 | $1,072.34 |
| Jan 2, 2026 | $1,014.46 | $1,074.30 |
| Jan 5, 2026 | $1,035.56 | $1,081.46 |
| Jan 6, 2026 | $1,031.78 | $1,083.76 |
| Jan 7, 2026 | $1,044.66 | $1,089.77 |
| Jan 8, 2026 | $1,036.31 | $1,083.36 |
| Jan 9, 2026 | $1,041.10 | $1,087.36 |
| Jan 12, 2026 | $1,021.17 | $1,093.16 |
| Jan 13, 2026 | $1,005.63 | $1,092.77 |
| Jan 14, 2026 | $979.87 | $1,080.13 |
| Jan 15, 2026 | $975.22 | $1,088.56 |
| Jan 16, 2026 | $964.34 | $1,087.65 |
| Jan 20, 2026 | $940.98 | $1,065.51 |
| Jan 21, 2026 | $943.81 | $1,069.34 |
| Jan 22, 2026 | $938.62 | $1,083.52 |
| Jan 23, 2026 | $941.33 | $1,084.42 |
| Jan 26, 2026 | $942.05 | $1,089.34 |
| Jan 27, 2026 | $943.01 | $1,094.15 |
| Jan 28, 2026 | $936.66 | $1,094.00 |
| Jan 29, 2026 | $944.84 | $1,086.72 |
| Jan 30, 2026 | $944.99 | $1,088.14 |
| Feb 2, 2026 | $948.61 | $1,093.55 |
| Feb 3, 2026 | $940.50 | $1,084.30 |
| Feb 4, 2026 | $906.38 | $1,073.59 |
| Feb 5, 2026 | $920.37 | $1,064.18 |
| Feb 6, 2026 | $917.84 | $1,081.18 |
| Feb 9, 2026 | $911.59 | $1,091.25 |
| Feb 10, 2026 | $912.77 | $1,088.38 |
| Feb 11, 2026 | $922.94 | $1,086.50 |
| Feb 12, 2026 | $900.43 | $1,078.06 |
| Feb 13, 2026 | $879.90 | $1,076.96 |
| Feb 17, 2026 | $876.42 | $1,073.80 |
| Feb 18, 2026 | $881.16 | $1,079.21 |
| Feb 19, 2026 | $881.33 | $1,076.36 |
| Feb 20, 2026 | $883.13 | $1,083.63 |
| Feb 23, 2026 | $848.52 | $1,073.08 |
| Feb 24, 2026 | $851.84 | $1,081.15 |
| Feb 25, 2026 | $873.97 | $1,090.04 |
| Feb 26, 2026 | $883.09 | $1,083.94 |
| Feb 27, 2026 | $877.89 | $1,078.74 |
| Mar 2, 2026 | $883.33 | $1,079.35 |
| Mar 3, 2026 | $888.75 | $1,069.84 |
| Mar 4, 2026 | $899.79 | $1,077.38 |
| Mar 5, 2026 | $904.09 | $1,071.38 |
| Mar 6, 2026 | $895.43 | $1,057.33 |
| Mar 9, 2026 | $890.33 | $1,066.60 |
| Mar 10, 2026 | $880.07 | $1,064.88 |
| Mar 11, 2026 | $877.24 | $1,063.55 |
| Mar 12, 2026 | $857.11 | $1,047.40 |
| Mar 13, 2026 | $852.22 | $1,041.47 |
| Mar 16, 2026 | $867.77 | $1,052.07 |
| Mar 17, 2026 | $872.29 | $1,054.83 |
| Mar 18, 2026 | $863.45 | $1,040.12 |
| Mar 19, 2026 | $843.61 | $1,037.55 |
| Mar 20, 2026 | $846.10 | $1,019.89 |
| Mar 23, 2026 | $859.39 | $1,030.60 |
| Mar 24, 2026 | $849.40 | $1,027.14 |
| Mar 25, 2026 | $856.92 | $1,032.87 |
| Mar 26, 2026 | $850.61 | $1,014.42 |
| Mar 27, 2026 | $840.91 | $997.12 |
| Mar 30, 2026 | $833.60 | $993.79 |
| Mar 31, 2026 | $845.44 | $1,022.68 |
| Apr 1, 2026 | $855.72 | $1,030.38 |
| Apr 2, 2026 | $838.94 | $1,029.08 |
| Apr 6, 2026 | $854.29 | $1,036.18 |
| Apr 7, 2026 | $848.83 | $1,036.64 |
| Apr 8, 2026 | $864.67 | $1,061.90 |
| Apr 9, 2026 | $856.59 | $1,069.18 |
| Apr 10, 2026 | $851.75 | $1,068.47 |
| Apr 13, 2026 | $863.70 | $1,078.91 |
| Apr 14, 2026 | $854.31 | $1,092.06 |
| Apr 15, 2026 | $871.99 | $1,100.67 |
| Apr 16, 2026 | $882.96 | $1,102.38 |
| Apr 17, 2026 | $887.33 | $1,119.91 |
| Apr 20, 2026 | $889.12 | $1,114.48 |
| Apr 21, 2026 | $888.33 | $1,115.54 |
| Apr 22, 2026 | $879.10 | $1,114.21 |
| Apr 23, 2026 | $869.36 | $1,115.68 |
| Apr 24, 2026 | $859.16 | $1,120.93 |
| Apr 27, 2026 | $865.84 | $1,124.62 |
| Apr 28, 2026 | $872.48 | $1,118.66 |
| Apr 29, 2026 | $898.09 | $1,116.45 |
| Apr 30, 2026 | $886.60 | $1,119.44 |
| May 1, 2026 | $888.37 | $1,134.07 |
| May 4, 2026 | $885.32 | $1,129.09 |
| May 5, 2026 | $873.90 | $1,137.19 |
| May 6, 2026 | $862.63 | $1,150.40 |
| May 7, 2026 | $856.47 | $1,154.87 |
| May 8, 2026 | $855.77 | $1,158.31 |
| May 11, 2026 | $851.47 | $1,162.57 |
| May 12, 2026 | $854.52 | $1,156.91 |
| May 13, 2026 | $843.62 | $1,160.41 |
| May 14, 2026 | $840.60 | $1,176.56 |
| May 15, 2026 | $843.66 | $1,166.09 |
| May 18, 2026 | $863.18 | $1,161.55 |
| May 19, 2026 | $865.09 | $1,151.54 |
| May 20, 2026 | $854.28 | $1,160.56 |
| May 21, 2026 | $847.69 | $1,161.30 |
| May 22, 2026 | $852.29 | $1,175.01 |
| May 26, 2026 | $842.80 | $1,180.32 |
| May 27, 2026 | $844.20 | $1,179.72 |
| May 28, 2026 | $845.64 | $1,186.01 |
| May 29, 2026 | $855.38 | $1,191.82 |
| Jun 1, 2026 | $860.03 | $1,192.82 |
| Jun 2, 2026 | $841.82 | $1,191.13 |
| Jun 3, 2026 | $826.58 | $1,193.01 |
| Jun 4, 2026 | $841.80 | $1,182.23 |
| Jun 5, 2026 | $846.99 | $1,183.49 |
| Jun 8, 2026 | $838.75 | $1,162.44 |
| Jun 9, 2026 | $847.06 | $1,160.08 |
| Jun 10, 2026 | $838.22 | $1,152.73 |
| Jun 11, 2026 | $832.68 | $1,141.03 |
| Jun 12, 2026 | $842.04 | $1,160.98 |
| Jun 15, 2026 | $848.06 | $1,186.99 |
| Jun 16, 2026 | $866.23 | $1,179.91 |
| Jun 17, 2026 | $851.15 | $1,165.18 |
| Jun 18, 2026 | $844.24 | $1,174.27 |
| Jun 22, 2026 | $841.87 | $1,170.57 |
| Jun 23, 2026 | $844.76 | $1,153.57 |
| Jun 24, 2026 | $855.89 | $1,153.04 |
| Jun 25, 2026 | $848.46 | $1,152.00 |
| Jun 26, 2026 | $864.21 | $1,146.35 |
| Jun 29, 2026 | $872.53 | $1,165.24 |
| Jun 30, 2026 | $871.81 | $1,174.31 |
| Jul 1, 2026 | $897.77 | $1,172.73 |
| Jul 2, 2026 | $916.27 | $1,171.19 |
| Jul 6, 2026 | $912.46 | $1,181.41 |
| Jul 7, 2026 | $908.23 | $1,175.79 |
| Jul 8, 2026 | $891.47 | $1,172.16 |
| Jul 9, 2026 | $899.50 | $1,182.08 |
| Jul 10, 2026 | $902.92 | $1,187.18 |
| Jul 13, 2026 | $921.31 | $1,178.09 |
| Jul 14, 2026 | $915.88 | $1,182.27 |
| Jul 15, 2026 | $920.50 | $1,186.57 |
| Jul 16, 2026 | $941.09 | $1,180.53 |
| Jul 17, 2026 | $928.38 | $1,168.84 |
| Jul 20, 2026 | $931.73 | $1,166.95 |
| Jul 21, 2026 | $925.26 | $1,176.69 |
| Jul 22, 2026 | $912.59 | $1,175.64 |
| Jul 23, 2026 | $904.53 | $1,160.81 |
| Jul 24, 2026 | $915.58 | $1,161.99 |
| Jul 27, 2026 | $940.72 | $1,162.24 |
| Jul 28, 2026 | $953.66 | $1,165.02 |
| Jul 29, 2026 | $952.76 | $1,147.09 |
| Jul 30, 2026 | $952.26 | $1,166.37 |
| Jul 31, 2026 | $945.96 | $1,174.72 |
| Aug 3, 2026 | $947.53 | $1,191.45 |
| Aug 4, 2026 | $957.54 | $1,212.94 |
| Aug 5, 2026 | $971.78 | $1,210.51 |
| Aug 6, 2026 | $975.28 | $1,208.58 |
| Aug 7, 2026 | $965.58 | $1,215.97 |
| Aug 10, 2026 | $964.05 | $1,215.92 |
PortfolioS&P 500
- Time-weighted return
- -3.59%
- Modified Dietz return
- -3.59%
- Normalized wealth
- 964.05
- 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