Fintech adjacent
- Fintech
- Financial technology
- #1 / 4
Performance
Growth of $1,000 · All time
$1,008.43+$8.43 (+0.84%)
S&P 500: 1,288.84
| Date | Portfolio | S&P 500 |
|---|---|---|
| Feb 20, 2025 | $1,000.00 | Not available |
| Feb 23, 2025 | $991.13 | $1,000.00 |
| Mar 2, 2025 | $1,022.11 | $990.90 |
| Mar 9, 2025 | $961.38 | $959.96 |
| Mar 16, 2025 | $932.87 | $938.11 |
| Mar 23, 2025 | $947.41 | $940.06 |
| Mar 30, 2025 | $944.99 | $926.19 |
| Apr 6, 2025 | $856.19 | $842.22 |
| Apr 13, 2025 | $895.10 | $889.99 |
| Apr 20, 2025 | $897.52 | $877.44 |
| Apr 27, 2025 | $941.47 | $917.83 |
| May 4, 2025 | $976.64 | $944.69 |
| May 11, 2025 | $983.50 | $940.66 |
| May 18, 2025 | $1,035.85 | $990.43 |
| May 25, 2025 | $1,008.09 | $965.28 |
| Jun 1, 2025 | $1,040.82 | $982.41 |
| Jun 8, 2025 | $1,058.60 | $998.67 |
| Jun 15, 2025 | $1,011.19 | $995.10 |
| Jun 22, 2025 | $997.97 | $990.57 |
| Jun 29, 2025 | $1,038.83 | $1,024.95 |
| Jul 6, 2025 | $1,069.93 | $1,042.34 |
| Jul 13, 2025 | $1,041.90 | $1,039.47 |
| Jul 20, 2025 | $1,057.72 | $1,046.07 |
| Jul 27, 2025 | $1,081.06 | $1,061.94 |
| Aug 3, 2025 | $1,026.28 | $1,036.30 |
| Aug 10, 2025 | $1,048.44 | $1,062.07 |
| Aug 17, 2025 | $1,050.63 | $1,072.51 |
| Aug 24, 2025 | $1,061.25 | $1,075.62 |
| Aug 31, 2025 | $1,064.73 | $1,075.19 |
| Sep 7, 2025 | $1,047.98 | $1,078.84 |
| Sep 14, 2025 | $1,042.79 | $1,095.79 |
| Sep 21, 2025 | $1,068.55 | $1,106.28 |
| Sep 28, 2025 | $1,043.77 | $1,103.14 |
| Oct 5, 2025 | $1,078.08 | $1,115.46 |
| Oct 12, 2025 | $1,040.61 | $1,088.48 |
| Oct 19, 2025 | $1,053.67 | $1,107.43 |
| Oct 26, 2025 | $1,088.08 | $1,128.86 |
| Nov 2, 2025 | $1,068.41 | $1,136.88 |
| Nov 9, 2025 | $1,039.12 | $1,118.40 |
| Nov 16, 2025 | $1,021.45 | $1,120.00 |
| Nov 23, 2025 | $1,007.81 | $1,098.49 |
| Nov 30, 2025 | $1,032.61 | $1,139.10 |
| Dec 7, 2025 | $1,040.64 | $1,142.93 |
| Dec 14, 2025 | $1,076.51 | $1,136.38 |
| Dec 21, 2025 | $1,078.31 | $1,134.43 |
| Dec 28, 2025 | $1,092.24 | $1,150.63 |
| Jan 4, 2026 | $1,058.22 | $1,138.73 |
| Jan 11, 2026 | $1,077.34 | $1,156.90 |
| Jan 18, 2026 | $1,003.69 | $1,152.88 |
| Jan 25, 2026 | $979.06 | $1,148.83 |
| Feb 1, 2026 | $968.36 | $1,153.40 |
| Feb 8, 2026 | $958.34 | $1,151.15 |
| Feb 15, 2026 | $908.14 | $1,136.36 |
| Feb 22, 2026 | $915.18 | $1,137.15 |
| Mar 1, 2026 | $918.42 | $1,145.38 |
| Mar 8, 2026 | $907.51 | $1,140.38 |
| Mar 15, 2026 | $923.76 | $1,130.78 |
| Mar 22, 2026 | $895.52 | $1,115.62 |
| Mar 29, 2026 | $899.71 | $1,096.84 |
| Apr 5, 2026 | $866.38 | $1,053.39 |
| Apr 12, 2026 | $885.12 | $1,098.33 |
| Apr 19, 2026 | $877.11 | $1,133.54 |
| Apr 26, 2026 | $923.81 | $1,173.58 |
| May 3, 2026 | $898.49 | $1,192.07 |
| May 10, 2026 | $920.69 | $1,201.49 |
| May 17, 2026 | $886.32 | $1,232.29 |
| May 24, 2026 | $879.67 | $1,235.54 |
| May 31, 2026 | $894.70 | $1,251.11 |
| Jun 7, 2026 | $879.31 | $1,259.89 |
| Jun 14, 2026 | $879.31 | $1,241.73 |
| Jun 21, 2026 | $880.60 | $1,244.69 |
| Jun 28, 2026 | $901.70 | $1,215.10 |
| Jul 5, 2026 | $956.25 | $1,241.42 |
| Jul 12, 2026 | $941.76 | $1,258.38 |
| Jul 19, 2026 | $968.44 | $1,238.94 |
| Jul 26, 2026 | $955.60 | $1,231.67 |
| Aug 2, 2026 | $986.80 | $1,245.17 |
| Aug 9, 2026 | $1,007.22 | $1,288.90 |
| Aug 10, 2026 | $1,005.73 | $1,288.84 |
PortfolioS&P 500
- Time-weighted return
- +0.83%
- Modified Dietz return
- +8.91%
- Normalized wealth
- 1,008.34
- 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