Fintech adjacent
- Fintech
- Financial technology
- #3 / 4
Performance
Growth of $1,000 · 6 months
$1,123.52+$123.52 (+12.35%)
S&P 500: 1,188.18
| Date | Portfolio | S&P 500 |
|---|---|---|
| Mar 26, 2026 | $1,000.00 | Not available |
| Mar 26, 2026 | $1,000.00 | $1,000.00 |
| Mar 27, 2026 | $988.60 | $982.95 |
| Mar 30, 2026 | $980.00 | $979.66 |
| Mar 31, 2026 | $993.92 | $1,008.14 |
| Apr 1, 2026 | $1,006.01 | $1,015.73 |
| Apr 2, 2026 | $986.29 | $1,014.45 |
| Apr 6, 2026 | $1,004.33 | $1,021.45 |
| Apr 7, 2026 | $997.91 | $1,021.90 |
| Apr 8, 2026 | $1,016.53 | $1,046.80 |
| Apr 9, 2026 | $1,007.03 | $1,053.98 |
| Apr 10, 2026 | $1,001.35 | $1,053.28 |
| Apr 13, 2026 | $1,015.40 | $1,063.57 |
| Apr 14, 2026 | $1,004.36 | $1,076.53 |
| Apr 15, 2026 | $1,025.14 | $1,085.03 |
| Apr 16, 2026 | $1,038.04 | $1,086.71 |
| Apr 17, 2026 | $1,043.17 | $1,103.99 |
| Apr 20, 2026 | $1,045.28 | $1,098.64 |
| Apr 21, 2026 | $1,044.35 | $1,099.69 |
| Apr 22, 2026 | $1,033.49 | $1,098.37 |
| Apr 23, 2026 | $1,022.05 | $1,099.82 |
| Apr 24, 2026 | $1,010.06 | $1,105.00 |
| Apr 27, 2026 | $1,017.91 | $1,108.64 |
| Apr 28, 2026 | $1,025.72 | $1,102.76 |
| Apr 29, 2026 | $1,055.82 | $1,100.58 |
| Apr 30, 2026 | $1,042.31 | $1,103.53 |
| May 1, 2026 | $1,044.40 | $1,117.95 |
| May 4, 2026 | $1,040.81 | $1,113.04 |
| May 5, 2026 | $1,027.38 | $1,121.02 |
| May 6, 2026 | $1,014.14 | $1,134.04 |
| May 7, 2026 | $1,006.89 | $1,138.46 |
| May 8, 2026 | $1,006.07 | $1,141.84 |
| May 11, 2026 | $1,001.01 | $1,146.04 |
| May 12, 2026 | $1,004.60 | $1,140.46 |
| May 13, 2026 | $991.78 | $1,143.92 |
| May 14, 2026 | $988.24 | $1,159.83 |
| May 15, 2026 | $991.83 | $1,149.52 |
| May 18, 2026 | $1,014.78 | $1,145.03 |
| May 19, 2026 | $1,017.03 | $1,135.17 |
| May 20, 2026 | $1,004.32 | $1,144.06 |
| May 21, 2026 | $996.57 | $1,144.79 |
| May 22, 2026 | $1,001.98 | $1,158.31 |
| May 26, 2026 | $990.82 | $1,163.54 |
| May 27, 2026 | $992.47 | $1,162.95 |
| May 28, 2026 | $994.17 | $1,169.15 |
| May 29, 2026 | $1,005.62 | $1,174.88 |
| Jun 1, 2026 | $1,011.08 | $1,175.87 |
| Jun 2, 2026 | $989.67 | $1,174.20 |
| Jun 3, 2026 | $971.75 | $1,176.05 |
| Jun 4, 2026 | $989.65 | $1,165.42 |
| Jun 5, 2026 | $995.75 | $1,166.67 |
| Jun 8, 2026 | $986.06 | $1,145.92 |
| Jun 9, 2026 | $995.83 | $1,143.58 |
| Jun 10, 2026 | $985.43 | $1,136.34 |
| Jun 11, 2026 | $978.93 | $1,124.81 |
| Jun 12, 2026 | $989.93 | $1,144.48 |
| Jun 15, 2026 | $997.01 | $1,170.12 |
| Jun 16, 2026 | $1,018.37 | $1,163.14 |
| Jun 17, 2026 | $1,000.64 | $1,148.61 |
| Jun 18, 2026 | $992.51 | $1,157.57 |
| Jun 22, 2026 | $989.73 | $1,153.93 |
| Jun 23, 2026 | $993.13 | $1,137.17 |
| Jun 24, 2026 | $1,006.21 | $1,136.65 |
| Jun 25, 2026 | $997.48 | $1,135.63 |
| Jun 26, 2026 | $1,015.99 | $1,130.06 |
| Jun 29, 2026 | $1,025.77 | $1,148.68 |
| Jun 30, 2026 | $1,024.92 | $1,157.62 |
| Jul 1, 2026 | $1,055.44 | $1,156.06 |
| Jul 2, 2026 | $1,077.20 | $1,154.54 |
| Jul 6, 2026 | $1,072.72 | $1,164.61 |
| Jul 7, 2026 | $1,067.74 | $1,159.08 |
| Jul 8, 2026 | $1,048.03 | $1,155.50 |
| Jul 9, 2026 | $1,057.48 | $1,165.28 |
| Jul 10, 2026 | $1,061.50 | $1,170.30 |
| Jul 13, 2026 | $1,083.12 | $1,161.34 |
| Jul 14, 2026 | $1,076.74 | $1,165.47 |
| Jul 15, 2026 | $1,082.17 | $1,169.70 |
| Jul 16, 2026 | $1,106.38 | $1,163.74 |
| Jul 17, 2026 | $1,091.43 | $1,152.23 |
| Jul 20, 2026 | $1,095.38 | $1,150.37 |
| Jul 21, 2026 | $1,087.76 | $1,159.96 |
| Jul 22, 2026 | $1,072.87 | $1,158.92 |
| Jul 23, 2026 | $1,063.40 | $1,144.31 |
| Jul 24, 2026 | $1,076.38 | $1,145.47 |
| Jul 27, 2026 | $1,105.94 | $1,145.72 |
| Jul 28, 2026 | $1,121.15 | $1,148.46 |
| Jul 29, 2026 | $1,120.09 | $1,130.79 |
| Jul 30, 2026 | $1,119.51 | $1,149.79 |
| Jul 31, 2026 | $1,112.10 | $1,158.02 |
| Aug 3, 2026 | $1,113.95 | $1,174.52 |
| Aug 4, 2026 | $1,125.71 | $1,195.69 |
| Aug 5, 2026 | $1,142.45 | $1,193.31 |
| Aug 6, 2026 | $1,146.57 | $1,191.40 |
| Aug 7, 2026 | $1,135.17 | $1,198.69 |
| Aug 10, 2026 | $1,138.00 | $1,198.33 |
| Aug 11, 2026 | $1,137.37 | $1,194.50 |
| Aug 12, 2026 | $1,133.95 | $1,197.49 |
| Aug 13, 2026 | $1,155.00 | $1,205.85 |
| Aug 14, 2026 | $1,150.60 | $1,203.46 |
| Aug 17, 2026 | $1,131.73 | $1,197.77 |
| Aug 18, 2026 | $1,144.49 | $1,189.68 |
| Aug 19, 2026 | $1,147.68 | $1,192.17 |
| Aug 20, 2026 | $1,146.41 | $1,181.74 |
| Aug 21, 2026 | $1,160.49 | $1,187.00 |
| Aug 24, 2026 | $1,185.56 | $1,183.51 |
| Aug 25, 2026 | $1,189.83 | $1,187.29 |
| Aug 26, 2026 | $1,184.32 | $1,187.56 |
| Aug 27, 2026 | $1,179.35 | $1,195.34 |
| Aug 28, 2026 | $1,181.54 | $1,192.62 |
| Aug 31, 2026 | $1,171.95 | $1,189.06 |
| Sep 1, 2026 | $1,150.85 | $1,180.89 |
| Sep 2, 2026 | $1,168.02 | $1,186.13 |
| Sep 3, 2026 | $1,174.22 | $1,198.55 |
| Sep 4, 2026 | $1,163.17 | $1,193.93 |
| Sep 8, 2026 | $1,134.69 | $1,187.37 |
| Sep 9, 2026 | $1,127.03 | $1,181.85 |
| Sep 10, 2026 | $1,125.19 | $1,174.86 |
| Sep 11, 2026 | $1,136.42 | $1,184.89 |
| Sep 14, 2026 | $1,151.30 | $1,179.49 |
| Sep 15, 2026 | $1,145.23 | $1,174.08 |
| Sep 16, 2026 | $1,128.01 | $1,168.91 |
| Sep 17, 2026 | $1,125.20 | $1,182.16 |
| Sep 18, 2026 | $1,122.56 | $1,180.75 |
| Sep 21, 2026 | $1,135.17 | $1,199.06 |
| Sep 22, 2026 | $1,118.97 | $1,199.01 |
| Sep 23, 2026 | $1,112.23 | $1,190.24 |
| Sep 24, 2026 | $1,123.52 | $1,188.18 |
PortfolioS&P 500
- Time-weighted return
- +12.35%
- Modified Dietz return
- +12.35%
- Normalized wealth
- 1,123.52
- 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