Fintech adjacent
- Fintech
- Financial technology
- #3 / 4
Performance
Growth of $1,000 · 3 months
$1,126.36+$126.36 (+12.64%)
S&P 500: 1,046.28
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jun 25, 2026 | $1,000.00 | Not available |
| Jun 25, 2026 | $1,000.00 | $1,000.00 |
| Jun 26, 2026 | $1,018.56 | $995.10 |
| Jun 29, 2026 | $1,028.37 | $1,011.49 |
| Jun 30, 2026 | $1,027.52 | $1,019.37 |
| Jul 1, 2026 | $1,058.11 | $1,017.99 |
| Jul 2, 2026 | $1,079.92 | $1,016.65 |
| Jul 6, 2026 | $1,075.43 | $1,025.52 |
| Jul 7, 2026 | $1,070.45 | $1,020.65 |
| Jul 8, 2026 | $1,050.69 | $1,017.50 |
| Jul 9, 2026 | $1,060.15 | $1,026.11 |
| Jul 10, 2026 | $1,064.19 | $1,030.53 |
| Jul 13, 2026 | $1,085.86 | $1,022.64 |
| Jul 14, 2026 | $1,079.47 | $1,026.27 |
| Jul 15, 2026 | $1,084.91 | $1,030.01 |
| Jul 16, 2026 | $1,109.18 | $1,024.76 |
| Jul 17, 2026 | $1,094.19 | $1,014.62 |
| Jul 20, 2026 | $1,098.15 | $1,012.98 |
| Jul 21, 2026 | $1,090.51 | $1,021.43 |
| Jul 22, 2026 | $1,075.59 | $1,020.51 |
| Jul 23, 2026 | $1,066.09 | $1,007.64 |
| Jul 24, 2026 | $1,079.10 | $1,008.67 |
| Jul 27, 2026 | $1,108.74 | $1,008.88 |
| Jul 28, 2026 | $1,123.99 | $1,011.30 |
| Jul 29, 2026 | $1,122.92 | $995.74 |
| Jul 30, 2026 | $1,122.34 | $1,012.47 |
| Jul 31, 2026 | $1,114.91 | $1,019.72 |
| Aug 3, 2026 | $1,116.76 | $1,034.25 |
| Aug 4, 2026 | $1,128.56 | $1,052.89 |
| Aug 5, 2026 | $1,145.34 | $1,050.79 |
| Aug 6, 2026 | $1,149.47 | $1,049.11 |
| Aug 7, 2026 | $1,138.04 | $1,055.53 |
| Aug 10, 2026 | $1,140.88 | $1,055.21 |
| Aug 11, 2026 | $1,140.25 | $1,051.84 |
| Aug 12, 2026 | $1,136.82 | $1,054.48 |
| Aug 13, 2026 | $1,157.92 | $1,061.83 |
| Aug 14, 2026 | $1,153.51 | $1,059.73 |
| Aug 17, 2026 | $1,134.59 | $1,054.72 |
| Aug 18, 2026 | $1,147.39 | $1,047.60 |
| Aug 19, 2026 | $1,150.58 | $1,049.79 |
| Aug 20, 2026 | $1,149.31 | $1,040.60 |
| Aug 21, 2026 | $1,163.42 | $1,045.23 |
| Aug 24, 2026 | $1,188.56 | $1,042.16 |
| Aug 25, 2026 | $1,192.84 | $1,045.49 |
| Aug 26, 2026 | $1,187.31 | $1,045.73 |
| Aug 27, 2026 | $1,182.34 | $1,052.58 |
| Aug 28, 2026 | $1,184.53 | $1,050.19 |
| Aug 31, 2026 | $1,174.92 | $1,047.05 |
| Sep 1, 2026 | $1,153.76 | $1,039.86 |
| Sep 2, 2026 | $1,170.98 | $1,044.47 |
| Sep 3, 2026 | $1,177.19 | $1,055.40 |
| Sep 4, 2026 | $1,166.12 | $1,051.34 |
| Sep 8, 2026 | $1,137.56 | $1,045.56 |
| Sep 9, 2026 | $1,129.88 | $1,040.70 |
| Sep 10, 2026 | $1,128.04 | $1,034.55 |
| Sep 11, 2026 | $1,139.30 | $1,043.38 |
| Sep 14, 2026 | $1,154.21 | $1,038.63 |
| Sep 15, 2026 | $1,148.13 | $1,033.86 |
| Sep 16, 2026 | $1,130.86 | $1,029.30 |
| Sep 17, 2026 | $1,128.05 | $1,040.98 |
| Sep 18, 2026 | $1,125.40 | $1,039.73 |
| Sep 21, 2026 | $1,138.04 | $1,055.85 |
| Sep 22, 2026 | $1,121.80 | $1,055.81 |
| Sep 23, 2026 | $1,115.05 | $1,048.09 |
| Sep 24, 2026 | $1,126.36 | $1,046.28 |
PortfolioS&P 500
- Time-weighted return
- +12.64%
- Modified Dietz return
- +12.64%
- Normalized wealth
- 1,126.36
- 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