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- Consulting and professional services
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Performance
Growth of $1,000 · 1 year
$971.05-$28.95 (-2.89%)
S&P 500: 1,216.1
| 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 | $1,025.23 | $1,010.65 |
| Aug 13, 2025 | $1,009.71 | $1,011.65 |
| Aug 14, 2025 | $1,007.73 | $1,013.57 |
| Aug 15, 2025 | $967.60 | $1,011.83 |
| Aug 18, 2025 | $949.14 | $1,011.15 |
| Aug 19, 2025 | $853.41 | $1,008.48 |
| Aug 20, 2025 | $843.18 | $1,003.44 |
| Aug 21, 2025 | $844.18 | $1,000.46 |
| Aug 22, 2025 | $859.23 | $1,016.09 |
| Aug 25, 2025 | $850.00 | $1,010.30 |
| Aug 26, 2025 | $839.53 | $1,009.88 |
| Aug 27, 2025 | $855.56 | $1,017.77 |
| Aug 28, 2025 | $829.66 | $1,017.87 |
| Aug 29, 2025 | $847.91 | $1,013.33 |
| Sep 2, 2025 | $814.13 | $1,006.81 |
| Sep 3, 2025 | $841.22 | $1,009.22 |
| Sep 4, 2025 | $833.28 | $1,016.35 |
| Sep 5, 2025 | $854.44 | $1,014.80 |
| Sep 8, 2025 | $841.66 | $1,020.30 |
| Sep 9, 2025 | $850.42 | $1,022.28 |
| Sep 10, 2025 | $902.31 | $1,025.62 |
| Sep 11, 2025 | $901.59 | $1,034.14 |
| Sep 12, 2025 | $891.77 | $1,034.92 |
| Sep 15, 2025 | $918.82 | $1,039.35 |
| Sep 16, 2025 | $927.25 | $1,040.39 |
| Sep 17, 2025 | $919.17 | $1,036.58 |
| Sep 18, 2025 | $926.65 | $1,042.26 |
| Sep 19, 2025 | $967.90 | $1,039.64 |
| Sep 22, 2025 | $989.21 | $1,048.62 |
| Sep 23, 2025 | $999.12 | $1,042.91 |
| Sep 24, 2025 | $1,007.07 | $1,039.03 |
| Sep 25, 2025 | $959.08 | $1,036.36 |
| Sep 26, 2025 | $978.95 | $1,040.31 |
| Sep 29, 2025 | $975.09 | $1,043.71 |
| Sep 30, 2025 | $977.81 | $1,042.69 |
| Oct 1, 2025 | $992.27 | $1,048.84 |
| Oct 2, 2025 | $1,023.27 | $1,051.77 |
| Oct 3, 2025 | $1,021.58 | $1,052.35 |
| Oct 6, 2025 | $982.17 | $1,054.48 |
| Oct 7, 2025 | $999.18 | $1,057.40 |
| Oct 8, 2025 | $999.76 | $1,056.55 |
| Oct 9, 2025 | $1,005.74 | $1,056.98 |
| Oct 10, 2025 | $1,015.26 | $1,036.33 |
| Oct 13, 2025 | $953.21 | $1,042.39 |
| Oct 14, 2025 | $961.26 | $1,043.14 |
| Oct 15, 2025 | $994.05 | $1,052.07 |
| Oct 16, 2025 | $994.38 | $1,036.79 |
| Oct 17, 2025 | $968.84 | $1,035.98 |
| Oct 20, 2025 | $993.59 | $1,055.64 |
| Oct 21, 2025 | $996.25 | $1,054.51 |
| Oct 22, 2025 | $995.77 | $1,052.92 |
| Oct 23, 2025 | $957.31 | $1,052.98 |
| Oct 24, 2025 | $1,001.33 | $1,066.46 |
| Oct 27, 2025 | $1,038.22 | $1,077.56 |
| Oct 28, 2025 | $1,040.06 | $1,078.92 |
| Oct 29, 2025 | $1,049.99 | $1,083.19 |
| Oct 30, 2025 | $1,092.39 | $1,073.86 |
| Oct 31, 2025 | $1,101.95 | $1,075.88 |
| Nov 3, 2025 | $1,144.06 | $1,074.57 |
| Nov 4, 2025 | $1,025.50 | $1,065.59 |
| Nov 5, 2025 | $1,037.26 | $1,064.96 |
| Nov 6, 2025 | $1,031.03 | $1,055.83 |
| Nov 7, 2025 | $943.18 | $1,042.51 |
| Nov 10, 2025 | $1,064.27 | $1,071.58 |
| Nov 11, 2025 | $1,053.67 | $1,068.33 |
| Nov 12, 2025 | $1,025.59 | $1,074.63 |
| Nov 13, 2025 | $993.63 | $1,066.88 |
| Nov 14, 2025 | $907.89 | $1,057.57 |
| Nov 17, 2025 | $932.79 | $1,046.78 |
| Nov 18, 2025 | $915.02 | $1,036.38 |
| Nov 19, 2025 | $912.88 | $1,042.00 |
| Nov 20, 2025 | $937.14 | $1,061.63 |
| Nov 21, 2025 | $843.10 | $1,039.03 |
| Nov 24, 2025 | $879.87 | $1,051.59 |
| Nov 25, 2025 | $867.29 | $1,052.73 |
| Nov 26, 2025 | $907.31 | $1,071.12 |
| Nov 28, 2025 | $916.33 | $1,074.65 |
| Dec 1, 2025 | $910.68 | $1,069.74 |
| Dec 2, 2025 | $943.77 | $1,071.72 |
| Dec 3, 2025 | $923.42 | $1,075.50 |
| Dec 4, 2025 | $962.75 | $1,073.76 |
| Dec 5, 2025 | $973.60 | $1,078.69 |
| Dec 8, 2025 | $993.00 | $1,075.03 |
| Dec 9, 2025 | $988.90 | $1,074.10 |
| Dec 10, 2025 | $1,009.88 | $1,075.36 |
| Dec 11, 2025 | $1,012.34 | $1,073.54 |
| Dec 12, 2025 | $1,019.11 | $1,072.08 |
| Dec 15, 2025 | $1,003.35 | $1,070.46 |
| Dec 16, 2025 | $992.97 | $1,067.38 |
| Dec 17, 2025 | $1,023.37 | $1,057.65 |
| Dec 18, 2025 | $994.02 | $1,063.77 |
| Dec 19, 2025 | $1,025.73 | $1,068.24 |
| Dec 22, 2025 | $1,066.44 | $1,076.91 |
| Dec 23, 2025 | $1,059.48 | $1,079.47 |
| Dec 24, 2025 | $1,060.66 | $1,085.64 |
| Dec 26, 2025 | $1,035.46 | $1,085.53 |
| Dec 29, 2025 | $1,008.82 | $1,081.66 |
| Dec 30, 2025 | $1,009.86 | $1,080.34 |
| Dec 31, 2025 | $984.36 | $1,072.34 |
| Jan 2, 2026 | $912.86 | $1,074.30 |
| Jan 5, 2026 | $949.20 | $1,081.46 |
| Jan 6, 2026 | $959.12 | $1,083.76 |
| Jan 7, 2026 | $983.03 | $1,089.77 |
| Jan 8, 2026 | $1,017.75 | $1,083.36 |
| Jan 9, 2026 | $966.18 | $1,087.36 |
| Jan 12, 2026 | $980.77 | $1,093.16 |
| Jan 13, 2026 | $971.26 | $1,092.77 |
| Jan 14, 2026 | $973.58 | $1,080.13 |
| Jan 15, 2026 | $977.47 | $1,088.56 |
| Jan 16, 2026 | $986.32 | $1,087.65 |
| Jan 20, 2026 | $916.80 | $1,065.51 |
| Jan 21, 2026 | $912.75 | $1,069.34 |
| Jan 22, 2026 | $919.13 | $1,083.52 |
| Jan 23, 2026 | $909.08 | $1,084.42 |
| Jan 26, 2026 | $910.56 | $1,089.34 |
| Jan 27, 2026 | $905.15 | $1,094.15 |
| Jan 28, 2026 | $884.58 | $1,094.00 |
| Jan 29, 2026 | $820.68 | $1,086.72 |
| Jan 30, 2026 | $807.82 | $1,088.14 |
| Feb 2, 2026 | $794.67 | $1,093.55 |
| Feb 3, 2026 | $842.33 | $1,084.30 |
| Feb 4, 2026 | $811.29 | $1,073.59 |
| Feb 5, 2026 | $728.10 | $1,064.18 |
| Feb 6, 2026 | $717.24 | $1,081.18 |
| Feb 9, 2026 | $766.15 | $1,091.25 |
| Feb 10, 2026 | $778.54 | $1,088.38 |
| Feb 11, 2026 | $743.82 | $1,086.50 |
| Feb 12, 2026 | $721.86 | $1,078.06 |
| Feb 13, 2026 | $684.61 | $1,076.96 |
| Feb 17, 2026 | $708.00 | $1,073.80 |
| Feb 18, 2026 | $723.54 | $1,079.21 |
| Feb 19, 2026 | $704.56 | $1,076.36 |
| Feb 20, 2026 | $704.33 | $1,083.63 |
| Feb 23, 2026 | $693.77 | $1,073.08 |
| Feb 24, 2026 | $683.42 | $1,081.15 |
| Feb 25, 2026 | $714.88 | $1,090.04 |
| Feb 26, 2026 | $725.17 | $1,083.94 |
| Feb 27, 2026 | $732.52 | $1,078.74 |
| Mar 2, 2026 | $779.44 | $1,079.35 |
| Mar 3, 2026 | $791.49 | $1,069.84 |
| Mar 4, 2026 | $826.60 | $1,077.38 |
| Mar 5, 2026 | $823.54 | $1,071.38 |
| Mar 6, 2026 | $849.94 | $1,057.33 |
| Mar 9, 2026 | $845.65 | $1,066.60 |
| Mar 10, 2026 | $814.54 | $1,064.88 |
| Mar 11, 2026 | $816.45 | $1,063.55 |
| Mar 12, 2026 | $826.42 | $1,047.40 |
| Mar 13, 2026 | $827.94 | $1,041.47 |
| Mar 16, 2026 | $823.83 | $1,052.07 |
| Mar 17, 2026 | $822.23 | $1,054.83 |
| Mar 18, 2026 | $837.87 | $1,040.12 |
| Mar 19, 2026 | $825.52 | $1,037.55 |
| Mar 20, 2026 | $839.23 | $1,019.89 |
| Mar 23, 2026 | $871.58 | $1,030.60 |
| Mar 24, 2026 | $867.29 | $1,027.14 |
| Mar 25, 2026 | $851.99 | $1,032.87 |
| Mar 26, 2026 | $825.74 | $1,014.42 |
| Mar 27, 2026 | $782.51 | $997.12 |
| Mar 30, 2026 | $734.63 | $993.79 |
| Mar 31, 2026 | $749.59 | $1,022.68 |
| Apr 1, 2026 | $790.86 | $1,030.38 |
| Apr 2, 2026 | $769.72 | $1,029.08 |
| Apr 6, 2026 | $795.67 | $1,036.18 |
| Apr 7, 2026 | $790.07 | $1,036.64 |
| Apr 8, 2026 | $836.11 | $1,061.90 |
| Apr 9, 2026 | $745.92 | $1,069.18 |
| Apr 10, 2026 | $681.23 | $1,068.47 |
| Apr 13, 2026 | $704.17 | $1,078.91 |
| Apr 14, 2026 | $716.28 | $1,092.06 |
| Apr 15, 2026 | $730.58 | $1,100.67 |
| Apr 16, 2026 | $774.22 | $1,102.38 |
| Apr 17, 2026 | $779.65 | $1,119.91 |
| Apr 20, 2026 | $783.67 | $1,114.48 |
| Apr 21, 2026 | $789.74 | $1,115.54 |
| Apr 22, 2026 | $797.89 | $1,114.21 |
| Apr 23, 2026 | $805.52 | $1,115.68 |
| Apr 24, 2026 | $766.16 | $1,120.93 |
| Apr 27, 2026 | $767.27 | $1,124.62 |
| Apr 28, 2026 | $763.29 | $1,118.66 |
| Apr 29, 2026 | $747.58 | $1,116.45 |
| Apr 30, 2026 | $740.55 | $1,119.44 |
| May 1, 2026 | $767.95 | $1,134.07 |
| May 4, 2026 | $784.50 | $1,129.09 |
| May 5, 2026 | $756.10 | $1,137.19 |
| May 6, 2026 | $712.55 | $1,150.40 |
| May 7, 2026 | $719.95 | $1,154.87 |
| May 8, 2026 | $723.88 | $1,158.31 |
| May 11, 2026 | $730.75 | $1,162.57 |
| May 12, 2026 | $729.06 | $1,156.91 |
| May 13, 2026 | $714.25 | $1,160.41 |
| May 14, 2026 | $688.42 | $1,176.56 |
| May 15, 2026 | $709.98 | $1,166.09 |
| May 18, 2026 | $720.46 | $1,161.55 |
| May 19, 2026 | $719.96 | $1,151.54 |
| May 20, 2026 | $714.69 | $1,160.56 |
| May 21, 2026 | $728.52 | $1,161.30 |
| May 22, 2026 | $733.70 | $1,175.01 |
| May 26, 2026 | $729.05 | $1,180.32 |
| May 27, 2026 | $704.86 | $1,179.72 |
| May 28, 2026 | $768.78 | $1,186.01 |
| May 29, 2026 | $846.62 | $1,191.82 |
| Jun 1, 2026 | $870.46 | $1,192.82 |
| Jun 2, 2026 | $820.86 | $1,191.13 |
| Jun 3, 2026 | $761.94 | $1,193.01 |
| Jun 4, 2026 | $758.99 | $1,182.23 |
| Jun 5, 2026 | $722.76 | $1,183.49 |
| Jun 8, 2026 | $728.28 | $1,162.44 |
| Jun 9, 2026 | $702.41 | $1,160.08 |
| Jun 10, 2026 | $691.47 | $1,152.73 |
| Jun 11, 2026 | $696.59 | $1,141.03 |
| Jun 12, 2026 | $678.42 | $1,160.98 |
| Jun 15, 2026 | $717.93 | $1,186.99 |
| Jun 16, 2026 | $709.35 | $1,179.91 |
| Jun 17, 2026 | $693.94 | $1,165.18 |
| Jun 18, 2026 | $681.24 | $1,174.27 |
| Jun 22, 2026 | $628.50 | $1,170.57 |
| Jun 23, 2026 | $612.03 | $1,153.57 |
| Jun 24, 2026 | $593.22 | $1,153.04 |
| Jun 25, 2026 | $556.59 | $1,152.00 |
| Jun 26, 2026 | $589.87 | $1,146.35 |
| Jun 29, 2026 | $606.15 | $1,165.24 |
| Jun 30, 2026 | $611.86 | $1,174.31 |
| Jul 1, 2026 | $665.13 | $1,172.73 |
| Jul 2, 2026 | $686.12 | $1,171.19 |
| Jul 6, 2026 | $705.17 | $1,181.41 |
| Jul 7, 2026 | $715.93 | $1,175.79 |
| Jul 8, 2026 | $703.29 | $1,172.16 |
| Jul 9, 2026 | $684.59 | $1,182.08 |
| Jul 10, 2026 | $671.36 | $1,187.18 |
| Jul 13, 2026 | $690.47 | $1,178.09 |
| Jul 14, 2026 | $712.11 | $1,182.27 |
| Jul 15, 2026 | $712.22 | $1,186.57 |
| Jul 16, 2026 | $716.35 | $1,180.53 |
| Jul 17, 2026 | $704.23 | $1,168.84 |
| Jul 20, 2026 | $718.76 | $1,166.95 |
| Jul 21, 2026 | $705.88 | $1,176.69 |
| Jul 22, 2026 | $658.52 | $1,175.64 |
| Jul 23, 2026 | $651.25 | $1,160.81 |
| Jul 24, 2026 | $648.61 | $1,161.99 |
| Jul 27, 2026 | $699.24 | $1,162.24 |
| Jul 28, 2026 | $652.20 | $1,165.02 |
| Jul 29, 2026 | $649.08 | $1,147.09 |
| Jul 30, 2026 | $644.62 | $1,166.37 |
| Jul 31, 2026 | $649.43 | $1,174.72 |
| Aug 3, 2026 | $664.66 | $1,191.45 |
| Aug 4, 2026 | $882.55 | $1,212.94 |
| Aug 5, 2026 | $856.76 | $1,210.51 |
| Aug 6, 2026 | $842.81 | $1,208.58 |
| Aug 7, 2026 | $937.27 | $1,215.97 |
| Aug 10, 2026 | $971.05 | $1,216.10 |
PortfolioS&P 500
- Time-weighted return
- -2.89%
- Modified Dietz return
- -2.89%
- Normalized wealth
- 971.05
- Holdings
- 1
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 PLTRPalantir Technologies Inc. Class A Common Stock | +100.00% | 12.4 | $2,203.80 | $1,203.81 |