What I use every day
- Discretionaries
- Retail
Performance
Growth of $1,000 · This week
$1,008.01+$8.01 (+0.80%)
S&P 500: 1,020.61
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 3, 2026 | $1,000.00 | Not available |
| Aug 3, 2026 | $1,000.00 | Not available |
| Aug 3, 2026 | $999.80 | Not available |
| Aug 3, 2026 | $999.10 | $1,000.00 |
| Aug 3, 2026 | $998.69 | $1,000.71 |
| Aug 3, 2026 | $1,000.15 | $1,000.70 |
| Aug 3, 2026 | $999.94 | $1,000.70 |
| Aug 3, 2026 | $1,000.38 | $1,001.08 |
| Aug 3, 2026 | $1,000.32 | $1,001.09 |
| Aug 4, 2026 | $994.84 | $1,003.67 |
| Aug 4, 2026 | $996.86 | $1,005.75 |
| Aug 4, 2026 | $999.93 | $1,009.20 |
| Aug 4, 2026 | $1,000.49 | $1,009.20 |
| Aug 4, 2026 | $1,002.23 | $1,010.18 |
| Aug 4, 2026 | $1,004.69 | $1,013.57 |
| Aug 4, 2026 | $1,003.99 | $1,014.52 |
| Aug 4, 2026 | $1,005.18 | $1,015.48 |
| Aug 4, 2026 | $1,006.88 | $1,016.76 |
| Aug 4, 2026 | $1,007.71 | $1,016.76 |
| Aug 4, 2026 | $1,008.03 | $1,018.10 |
| Aug 4, 2026 | $1,008.12 | $1,018.10 |
| Aug 4, 2026 | $1,007.40 | $1,018.98 |
| Aug 4, 2026 | $1,006.78 | $1,019.33 |
| Aug 4, 2026 | $1,006.86 | $1,019.14 |
| Aug 4, 2026 | $1,006.44 | $1,019.14 |
| Aug 4, 2026 | $1,005.49 | $1,020.24 |
| Aug 4, 2026 | $1,005.29 | $1,018.81 |
| Aug 5, 2026 | $1,006.23 | $1,023.42 |
| Aug 5, 2026 | $1,002.20 | $1,023.42 |
| Aug 5, 2026 | $1,003.55 | $1,023.90 |
| Aug 5, 2026 | $1,002.34 | $1,024.05 |
| Aug 5, 2026 | $1,004.25 | $1,020.59 |
| Aug 5, 2026 | $999.94 | $1,019.56 |
| Aug 5, 2026 | $999.73 | $1,019.56 |
| Aug 5, 2026 | $999.65 | $1,018.16 |
| Aug 5, 2026 | $999.51 | $1,017.89 |
| Aug 5, 2026 | $1,001.19 | $1,018.47 |
| Aug 5, 2026 | $1,000.40 | $1,018.36 |
| Aug 5, 2026 | $1,000.55 | $1,018.36 |
| Aug 5, 2026 | $1,000.54 | $1,018.76 |
| Aug 5, 2026 | $999.60 | $1,018.94 |
| Aug 5, 2026 | $999.11 | $1,018.94 |
| Aug 5, 2026 | $999.91 | $1,018.88 |
| Aug 5, 2026 | $999.82 | $1,018.88 |
| Aug 5, 2026 | $1,000.71 | $1,018.90 |
| Aug 6, 2026 | $1,005.71 | $1,016.65 |
| Aug 6, 2026 | $1,004.91 | $1,018.27 |
| Aug 6, 2026 | $1,005.80 | $1,018.27 |
| Aug 6, 2026 | $1,003.23 | $1,018.58 |
| Aug 6, 2026 | $1,003.14 | $1,016.40 |
| Aug 6, 2026 | $1,001.11 | $1,016.01 |
| Aug 6, 2026 | $1,001.05 | $1,015.33 |
| Aug 6, 2026 | $999.55 | $1,013.80 |
| Aug 6, 2026 | $998.67 | $1,013.96 |
| Aug 6, 2026 | $997.10 | $1,014.14 |
| Aug 6, 2026 | $996.62 | $1,013.94 |
| Aug 6, 2026 | $997.97 | $1,014.38 |
| Aug 6, 2026 | $998.01 | $1,014.38 |
| Aug 6, 2026 | $996.76 | $1,015.83 |
| Aug 6, 2026 | $997.49 | $1,015.83 |
| Aug 6, 2026 | $997.50 | $1,014.95 |
| Aug 6, 2026 | $996.83 | $1,015.38 |
| Aug 6, 2026 | $996.63 | $1,014.39 |
| Aug 7, 2026 | $1,001.47 | $1,017.86 |
| Aug 7, 2026 | $1,001.30 | $1,017.86 |
| Aug 7, 2026 | $1,002.62 | $1,017.89 |
| Aug 7, 2026 | $1,005.19 | $1,017.89 |
| Aug 7, 2026 | $1,006.64 | $1,020.72 |
| Aug 7, 2026 | $1,006.86 | $1,020.32 |
| Aug 7, 2026 | $1,008.36 | $1,021.33 |
| Aug 7, 2026 | $1,006.58 | $1,020.51 |
| Aug 7, 2026 | $1,006.38 | $1,020.51 |
| Aug 7, 2026 | $1,004.33 | $1,018.79 |
| Aug 7, 2026 | $1,004.51 | $1,018.79 |
| Aug 7, 2026 | $1,004.24 | $1,019.11 |
| Aug 7, 2026 | $1,004.47 | $1,019.11 |
| Aug 7, 2026 | $1,005.01 | $1,019.27 |
| Aug 7, 2026 | $1,005.06 | $1,019.27 |
| Aug 7, 2026 | $1,004.70 | $1,019.38 |
| Aug 7, 2026 | $1,004.60 | $1,018.47 |
| Aug 7, 2026 | $1,004.69 | $1,018.77 |
| Aug 7, 2026 | $1,007.07 | $1,020.57 |
| Aug 7, 2026 | $1,006.92 | $1,020.57 |
| Aug 10, 2026 | $1,003.37 | $1,020.32 |
| Aug 10, 2026 | $1,003.79 | $1,020.32 |
| Aug 10, 2026 | $1,004.09 | $1,021.40 |
| Aug 10, 2026 | $1,007.25 | $1,022.50 |
| Aug 10, 2026 | $1,009.41 | $1,021.41 |
| Aug 10, 2026 | $1,009.87 | $1,021.41 |
| Aug 10, 2026 | $1,010.74 | $1,021.26 |
| Aug 10, 2026 | $1,011.07 | $1,021.95 |
| Aug 10, 2026 | $1,008.94 | $1,022.29 |
| Aug 10, 2026 | $1,008.77 | $1,019.74 |
| Aug 10, 2026 | $1,008.01 | $1,020.61 |
PortfolioS&P 500
- Time-weighted return
- +0.80%
- Modified Dietz return
- +0.80%
- Normalized wealth
- 1,008.01
- Holdings
- 7
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 MSMorgan Stanley | +21.59% | 0.77 | $164.66 | $64.66 |
 AMZNAmazon.Com Inc | +17.01% | 0.47 | $129.74 | $29.75 |
 AAPLApple Inc. | +16.20% | 0.4 | $123.55 | $23.54 |
 TGTTarget Corporation | +15.77% | 0.79 | $120.27 | $20.26 |
 TSLATesla, Inc. Common Stock | +12.96% | 0.3 | $98.86 | -$1.16 |
 COSTCostco Wholesale Corp | +11.96% | 0.1 | $91.23 | -$8.72 |
 LULUlululemon athletica inc. | +4.50% | 0.27 | $34.35 | -$65.67 |