Fintech adjacent
- Fintech
- Financial technology
- #2 / 4
Performance
Growth of $1,000 · 6 months
$1,057.55+$57.55 (+5.76%)
S&P 500: 1,114.24
| Date | Portfolio | S&P 500 |
|---|---|---|
| Feb 9, 2026 | $1,000.00 | Not available |
| Feb 9, 2026 | $1,000.00 | $1,000.00 |
| Feb 10, 2026 | $1,001.30 | $997.36 |
| Feb 11, 2026 | $1,012.45 | $995.64 |
| Feb 12, 2026 | $987.76 | $987.91 |
| Feb 13, 2026 | $965.24 | $986.90 |
| Feb 17, 2026 | $961.42 | $984.00 |
| Feb 18, 2026 | $966.62 | $988.96 |
| Feb 19, 2026 | $966.81 | $986.35 |
| Feb 20, 2026 | $968.78 | $993.01 |
| Feb 23, 2026 | $930.82 | $983.34 |
| Feb 24, 2026 | $934.46 | $990.74 |
| Feb 25, 2026 | $958.74 | $998.89 |
| Feb 26, 2026 | $968.74 | $993.30 |
| Feb 27, 2026 | $963.04 | $988.53 |
| Mar 2, 2026 | $969.01 | $989.09 |
| Mar 3, 2026 | $974.95 | $980.37 |
| Mar 4, 2026 | $987.06 | $987.29 |
| Mar 5, 2026 | $991.78 | $981.79 |
| Mar 6, 2026 | $982.28 | $968.92 |
| Mar 9, 2026 | $976.68 | $977.40 |
| Mar 10, 2026 | $965.43 | $975.83 |
| Mar 11, 2026 | $962.32 | $974.61 |
| Mar 12, 2026 | $940.24 | $959.81 |
| Mar 13, 2026 | $934.88 | $954.38 |
| Mar 16, 2026 | $951.93 | $964.09 |
| Mar 17, 2026 | $956.89 | $966.63 |
| Mar 18, 2026 | $947.19 | $953.14 |
| Mar 19, 2026 | $925.44 | $950.79 |
| Mar 20, 2026 | $928.17 | $934.61 |
| Mar 23, 2026 | $942.74 | $944.42 |
| Mar 24, 2026 | $931.79 | $941.25 |
| Mar 25, 2026 | $940.03 | $946.49 |
| Mar 26, 2026 | $933.11 | $929.59 |
| Mar 27, 2026 | $922.47 | $913.74 |
| Mar 30, 2026 | $914.44 | $910.69 |
| Mar 31, 2026 | $927.43 | $937.16 |
| Apr 1, 2026 | $938.71 | $944.22 |
| Apr 2, 2026 | $920.31 | $943.03 |
| Apr 6, 2026 | $937.15 | $949.54 |
| Apr 7, 2026 | $931.15 | $949.95 |
| Apr 8, 2026 | $948.53 | $973.10 |
| Apr 9, 2026 | $939.67 | $979.77 |
| Apr 10, 2026 | $934.36 | $979.12 |
| Apr 13, 2026 | $947.47 | $988.69 |
| Apr 14, 2026 | $937.17 | $1,000.73 |
| Apr 15, 2026 | $956.56 | $1,008.63 |
| Apr 16, 2026 | $968.60 | $1,010.20 |
| Apr 17, 2026 | $973.39 | $1,026.26 |
| Apr 20, 2026 | $975.36 | $1,021.28 |
| Apr 21, 2026 | $974.49 | $1,022.26 |
| Apr 22, 2026 | $964.36 | $1,021.04 |
| Apr 23, 2026 | $953.68 | $1,022.38 |
| Apr 24, 2026 | $942.49 | $1,027.20 |
| Apr 27, 2026 | $949.82 | $1,030.58 |
| Apr 28, 2026 | $957.10 | $1,025.11 |
| Apr 29, 2026 | $985.19 | $1,023.09 |
| Apr 30, 2026 | $972.59 | $1,025.83 |
| May 1, 2026 | $974.53 | $1,039.24 |
| May 4, 2026 | $971.18 | $1,034.67 |
| May 5, 2026 | $958.66 | $1,042.09 |
| May 6, 2026 | $946.30 | $1,054.20 |
| May 7, 2026 | $939.53 | $1,058.30 |
| May 8, 2026 | $938.78 | $1,061.45 |
| May 11, 2026 | $934.05 | $1,065.35 |
| May 12, 2026 | $937.40 | $1,060.16 |
| May 13, 2026 | $925.44 | $1,063.38 |
| May 14, 2026 | $922.13 | $1,078.17 |
| May 15, 2026 | $925.48 | $1,068.58 |
| May 18, 2026 | $946.90 | $1,064.41 |
| May 19, 2026 | $948.99 | $1,055.24 |
| May 20, 2026 | $937.14 | $1,063.51 |
| May 21, 2026 | $929.91 | $1,064.19 |
| May 22, 2026 | $934.96 | $1,076.75 |
| May 26, 2026 | $924.54 | $1,081.62 |
| May 27, 2026 | $926.08 | $1,081.07 |
| May 28, 2026 | $927.66 | $1,086.84 |
| May 29, 2026 | $938.35 | $1,092.16 |
| Jun 1, 2026 | $943.44 | $1,093.08 |
| Jun 2, 2026 | $923.47 | $1,091.52 |
| Jun 3, 2026 | $906.75 | $1,093.25 |
| Jun 4, 2026 | $923.45 | $1,083.37 |
| Jun 5, 2026 | $929.14 | $1,084.53 |
| Jun 8, 2026 | $920.09 | $1,065.24 |
| Jun 9, 2026 | $929.22 | $1,063.07 |
| Jun 10, 2026 | $919.51 | $1,056.33 |
| Jun 11, 2026 | $913.44 | $1,045.61 |
| Jun 12, 2026 | $923.71 | $1,063.90 |
| Jun 15, 2026 | $930.32 | $1,087.73 |
| Jun 16, 2026 | $950.25 | $1,081.25 |
| Jun 17, 2026 | $933.71 | $1,067.74 |
| Jun 18, 2026 | $926.12 | $1,076.07 |
| Jun 22, 2026 | $923.53 | $1,072.69 |
| Jun 23, 2026 | $926.70 | $1,057.11 |
| Jun 24, 2026 | $938.90 | $1,056.62 |
| Jun 25, 2026 | $930.75 | $1,055.67 |
| Jun 26, 2026 | $948.03 | $1,050.49 |
| Jun 29, 2026 | $957.15 | $1,067.80 |
| Jun 30, 2026 | $956.36 | $1,076.11 |
| Jul 1, 2026 | $984.84 | $1,074.66 |
| Jul 2, 2026 | $1,005.14 | $1,073.25 |
| Jul 6, 2026 | $1,000.96 | $1,082.61 |
| Jul 7, 2026 | $996.32 | $1,077.47 |
| Jul 8, 2026 | $977.93 | $1,074.14 |
| Jul 9, 2026 | $986.74 | $1,083.23 |
| Jul 10, 2026 | $990.50 | $1,087.90 |
| Jul 13, 2026 | $1,010.67 | $1,079.57 |
| Jul 14, 2026 | $1,004.71 | $1,083.41 |
| Jul 15, 2026 | $1,009.78 | $1,087.35 |
| Jul 16, 2026 | $1,032.37 | $1,081.81 |
| Jul 17, 2026 | $1,018.42 | $1,071.10 |
| Jul 20, 2026 | $1,022.10 | $1,069.37 |
| Jul 21, 2026 | $1,015.00 | $1,078.29 |
| Jul 22, 2026 | $1,001.11 | $1,077.33 |
| Jul 23, 2026 | $992.26 | $1,063.74 |
| Jul 24, 2026 | $1,004.38 | $1,064.82 |
| Jul 27, 2026 | $1,031.96 | $1,065.05 |
| Jul 28, 2026 | $1,046.15 | $1,067.60 |
| Jul 29, 2026 | $1,045.16 | $1,051.17 |
| Jul 30, 2026 | $1,044.62 | $1,068.83 |
| Jul 31, 2026 | $1,037.70 | $1,076.49 |
| Aug 3, 2026 | $1,039.43 | $1,091.82 |
| Aug 4, 2026 | $1,050.41 | $1,111.51 |
| Aug 5, 2026 | $1,066.03 | $1,109.29 |
| Aug 6, 2026 | $1,069.87 | $1,107.51 |
| Aug 7, 2026 | $1,059.23 | $1,114.29 |
| Aug 10, 2026 | $1,057.55 | $1,114.24 |
PortfolioS&P 500
- Time-weighted return
- +5.76%
- Modified Dietz return
- +5.76%
- Normalized wealth
- 1,057.55
- 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