What I use every day
- Discretionaries
- Retail
Performance
Growth of $1,000 · 1 year
$1,139.02+$139.02 (+13.90%)
S&P 500: 1,159.86
| Date | Portfolio | S&P 500 |
|---|---|---|
| Sep 24, 2025 | $1,000.00 | Not available |
| Sep 24, 2025 | $1,000.00 | $1,000.00 |
| Sep 25, 2025 | $996.82 | $997.42 |
| Sep 26, 2025 | $989.66 | $1,001.23 |
| Sep 29, 2025 | $1,003.09 | $1,004.50 |
| Sep 30, 2025 | $1,002.10 | $1,003.52 |
| Oct 1, 2025 | $998.80 | $1,009.44 |
| Oct 2, 2025 | $1,011.27 | $1,012.26 |
| Oct 3, 2025 | $1,000.72 | $1,012.82 |
| Oct 6, 2025 | $993.66 | $1,014.87 |
| Oct 7, 2025 | $1,003.27 | $1,017.67 |
| Oct 8, 2025 | $989.54 | $1,016.86 |
| Oct 9, 2025 | $999.89 | $1,017.27 |
| Oct 10, 2025 | $1,001.32 | $997.40 |
| Oct 13, 2025 | $977.02 | $1,003.23 |
| Oct 14, 2025 | $975.24 | $1,003.96 |
| Oct 15, 2025 | $995.68 | $1,012.55 |
| Oct 16, 2025 | $997.12 | $997.84 |
| Oct 17, 2025 | $982.92 | $997.06 |
| Oct 20, 2025 | $1,010.86 | $1,015.98 |
| Oct 21, 2025 | $1,011.40 | $1,014.90 |
| Oct 22, 2025 | $1,016.00 | $1,013.37 |
| Oct 23, 2025 | $1,001.27 | $1,013.42 |
| Oct 24, 2025 | $1,020.25 | $1,026.40 |
| Oct 27, 2025 | $1,039.02 | $1,037.08 |
| Oct 28, 2025 | $1,041.06 | $1,038.39 |
| Oct 29, 2025 | $1,042.16 | $1,042.50 |
| Oct 30, 2025 | $1,024.15 | $1,033.52 |
| Oct 31, 2025 | $1,039.39 | $1,035.46 |
| Nov 3, 2025 | $1,049.60 | $1,034.20 |
| Nov 4, 2025 | $1,037.02 | $1,025.56 |
| Nov 5, 2025 | $1,037.68 | $1,024.95 |
| Nov 6, 2025 | $1,044.89 | $1,016.17 |
| Nov 7, 2025 | $1,023.90 | $1,003.35 |
| Nov 10, 2025 | $1,036.67 | $1,031.33 |
| Nov 11, 2025 | $1,037.71 | $1,028.20 |
| Nov 12, 2025 | $1,044.99 | $1,034.26 |
| Nov 13, 2025 | $1,033.48 | $1,026.80 |
| Nov 14, 2025 | $1,001.16 | $1,017.84 |
| Nov 17, 2025 | $997.83 | $1,007.46 |
| Nov 18, 2025 | $992.10 | $997.45 |
| Nov 19, 2025 | $985.44 | $1,002.86 |
| Nov 20, 2025 | $998.91 | $1,021.75 |
| Nov 21, 2025 | $976.26 | $1,000.00 |
| Nov 24, 2025 | $999.93 | $1,012.09 |
| Nov 25, 2025 | $1,000.10 | $1,013.19 |
| Nov 26, 2025 | $1,017.65 | $1,030.88 |
| Nov 28, 2025 | $1,036.80 | $1,034.28 |
| Dec 1, 2025 | $1,038.37 | $1,029.55 |
| Dec 2, 2025 | $1,039.40 | $1,031.46 |
| Dec 3, 2025 | $1,048.10 | $1,035.10 |
| Dec 4, 2025 | $1,052.52 | $1,033.42 |
| Dec 5, 2025 | $1,049.97 | $1,038.17 |
| Dec 8, 2025 | $1,042.88 | $1,034.64 |
| Dec 9, 2025 | $1,041.93 | $1,033.75 |
| Dec 10, 2025 | $1,050.25 | $1,034.96 |
| Dec 11, 2025 | $1,053.91 | $1,033.21 |
| Dec 12, 2025 | $1,067.43 | $1,031.81 |
| Dec 15, 2025 | $1,065.45 | $1,030.25 |
| Dec 16, 2025 | $1,064.20 | $1,027.28 |
| Dec 17, 2025 | $1,070.55 | $1,017.91 |
| Dec 18, 2025 | $1,075.10 | $1,023.80 |
| Dec 19, 2025 | $1,073.53 | $1,028.11 |
| Dec 22, 2025 | $1,074.06 | $1,036.46 |
| Dec 23, 2025 | $1,074.65 | $1,038.92 |
| Dec 24, 2025 | $1,077.45 | $1,044.86 |
| Dec 26, 2025 | $1,081.83 | $1,044.75 |
| Dec 29, 2025 | $1,071.52 | $1,041.03 |
| Dec 30, 2025 | $1,071.70 | $1,039.76 |
| Dec 31, 2025 | $1,066.85 | $1,032.05 |
| Jan 2, 2026 | $1,058.81 | $1,033.94 |
| Jan 5, 2026 | $1,078.06 | $1,040.83 |
| Jan 6, 2026 | $1,075.01 | $1,043.04 |
| Jan 7, 2026 | $1,081.34 | $1,048.83 |
| Jan 8, 2026 | $1,069.64 | $1,042.66 |
| Jan 9, 2026 | $1,082.91 | $1,046.51 |
| Jan 12, 2026 | $1,095.07 | $1,052.09 |
| Jan 13, 2026 | $1,095.55 | $1,051.72 |
| Jan 14, 2026 | $1,087.65 | $1,039.55 |
| Jan 15, 2026 | $1,084.14 | $1,047.67 |
| Jan 16, 2026 | $1,097.39 | $1,046.79 |
| Jan 20, 2026 | $1,056.42 | $1,025.48 |
| Jan 21, 2026 | $1,059.43 | $1,029.17 |
| Jan 22, 2026 | $1,069.30 | $1,042.81 |
| Jan 23, 2026 | $1,071.23 | $1,043.68 |
| Jan 26, 2026 | $1,070.91 | $1,048.41 |
| Jan 27, 2026 | $1,074.46 | $1,053.05 |
| Jan 28, 2026 | $1,070.74 | $1,052.90 |
| Jan 29, 2026 | $1,066.58 | $1,045.89 |
| Jan 30, 2026 | $1,052.74 | $1,047.26 |
| Feb 2, 2026 | $1,081.55 | $1,052.47 |
| Feb 3, 2026 | $1,088.68 | $1,043.57 |
| Feb 4, 2026 | $1,082.45 | $1,033.26 |
| Feb 5, 2026 | $1,062.19 | $1,024.20 |
| Feb 6, 2026 | $1,046.50 | $1,040.57 |
| Feb 9, 2026 | $1,065.40 | $1,050.26 |
| Feb 10, 2026 | $1,065.89 | $1,047.49 |
| Feb 11, 2026 | $1,063.12 | $1,045.68 |
| Feb 12, 2026 | $1,061.13 | $1,037.56 |
| Feb 13, 2026 | $1,028.83 | $1,036.50 |
| Feb 17, 2026 | $1,043.80 | $1,033.46 |
| Feb 18, 2026 | $1,048.67 | $1,038.67 |
| Feb 19, 2026 | $1,044.37 | $1,035.93 |
| Feb 20, 2026 | $1,040.14 | $1,042.92 |
| Feb 23, 2026 | $1,030.46 | $1,032.76 |
| Feb 24, 2026 | $1,048.54 | $1,040.53 |
| Feb 25, 2026 | $1,060.79 | $1,049.09 |
| Feb 26, 2026 | $1,057.51 | $1,043.22 |
| Feb 27, 2026 | $1,040.35 | $1,038.21 |
| Mar 2, 2026 | $1,034.97 | $1,038.80 |
| Mar 3, 2026 | $1,037.49 | $1,029.65 |
| Mar 4, 2026 | $1,048.85 | $1,036.91 |
| Mar 5, 2026 | $1,039.92 | $1,031.13 |
| Mar 6, 2026 | $1,029.20 | $1,017.61 |
| Mar 9, 2026 | $1,032.04 | $1,026.53 |
| Mar 10, 2026 | $1,032.01 | $1,024.88 |
| Mar 11, 2026 | $1,032.29 | $1,023.59 |
| Mar 12, 2026 | $1,014.22 | $1,008.05 |
| Mar 13, 2026 | $1,012.43 | $1,002.34 |
| Mar 16, 2026 | $1,011.65 | $1,012.54 |
| Mar 17, 2026 | $1,015.74 | $1,015.21 |
| Mar 18, 2026 | $1,013.86 | $1,001.04 |
| Mar 19, 2026 | $1,001.64 | $998.57 |
| Mar 20, 2026 | $999.68 | $981.58 |
| Mar 23, 2026 | $1,007.13 | $991.88 |
| Mar 24, 2026 | $1,005.55 | $988.56 |
| Mar 25, 2026 | $1,017.96 | $994.06 |
| Mar 26, 2026 | $1,008.12 | $976.31 |
| Mar 27, 2026 | $997.04 | $959.66 |
| Mar 30, 2026 | $981.09 | $956.46 |
| Mar 31, 2026 | $998.45 | $984.26 |
| Apr 1, 2026 | $1,015.60 | $991.67 |
| Apr 2, 2026 | $1,009.17 | $990.42 |
| Apr 6, 2026 | $1,016.27 | $997.26 |
| Apr 7, 2026 | $1,009.39 | $997.70 |
| Apr 8, 2026 | $1,040.14 | $1,022.01 |
| Apr 9, 2026 | $1,038.56 | $1,029.01 |
| Apr 10, 2026 | $1,047.60 | $1,028.33 |
| Apr 13, 2026 | $1,043.85 | $1,038.38 |
| Apr 14, 2026 | $1,051.37 | $1,051.03 |
| Apr 15, 2026 | $1,072.31 | $1,059.32 |
| Apr 16, 2026 | $1,087.95 | $1,060.97 |
| Apr 17, 2026 | $1,100.64 | $1,077.84 |
| Apr 20, 2026 | $1,105.47 | $1,072.61 |
| Apr 21, 2026 | $1,110.71 | $1,073.64 |
| Apr 22, 2026 | $1,105.36 | $1,072.36 |
| Apr 23, 2026 | $1,097.15 | $1,073.77 |
| Apr 24, 2026 | $1,092.85 | $1,078.82 |
| Apr 27, 2026 | $1,095.82 | $1,082.37 |
| Apr 28, 2026 | $1,093.78 | $1,076.63 |
| Apr 29, 2026 | $1,083.29 | $1,074.51 |
| Apr 30, 2026 | $1,101.12 | $1,077.39 |
| May 1, 2026 | $1,104.83 | $1,091.47 |
| May 4, 2026 | $1,106.60 | $1,086.67 |
| May 5, 2026 | $1,113.21 | $1,094.47 |
| May 6, 2026 | $1,117.55 | $1,107.18 |
| May 7, 2026 | $1,122.54 | $1,111.49 |
| May 8, 2026 | $1,128.54 | $1,114.79 |
| May 11, 2026 | $1,127.20 | $1,118.89 |
| May 12, 2026 | $1,128.67 | $1,113.45 |
| May 13, 2026 | $1,129.88 | $1,116.82 |
| May 14, 2026 | $1,145.77 | $1,132.36 |
| May 15, 2026 | $1,131.80 | $1,122.29 |
| May 18, 2026 | $1,129.38 | $1,117.91 |
| May 19, 2026 | $1,124.37 | $1,108.28 |
| May 20, 2026 | $1,134.06 | $1,116.96 |
| May 21, 2026 | $1,148.58 | $1,117.68 |
| May 22, 2026 | $1,151.95 | $1,130.87 |
| May 26, 2026 | $1,151.57 | $1,135.98 |
| May 27, 2026 | $1,163.82 | $1,135.40 |
| May 28, 2026 | $1,167.66 | $1,141.46 |
| May 29, 2026 | $1,164.04 | $1,147.05 |
| Jun 1, 2026 | $1,141.91 | $1,148.01 |
| Jun 2, 2026 | $1,149.57 | $1,146.38 |
| Jun 3, 2026 | $1,144.51 | $1,148.19 |
| Jun 4, 2026 | $1,149.12 | $1,137.82 |
| Jun 5, 2026 | $1,135.81 | $1,139.03 |
| Jun 8, 2026 | $1,124.75 | $1,118.77 |
| Jun 9, 2026 | $1,114.15 | $1,116.49 |
| Jun 10, 2026 | $1,104.59 | $1,109.42 |
| Jun 11, 2026 | $1,122.65 | $1,098.17 |
| Jun 12, 2026 | $1,128.95 | $1,117.37 |
| Jun 15, 2026 | $1,140.73 | $1,142.40 |
| Jun 16, 2026 | $1,143.73 | $1,135.59 |
| Jun 17, 2026 | $1,125.82 | $1,121.41 |
| Jun 18, 2026 | $1,133.19 | $1,130.15 |
| Jun 22, 2026 | $1,127.12 | $1,126.60 |
| Jun 23, 2026 | $1,122.27 | $1,110.24 |
| Jun 24, 2026 | $1,122.32 | $1,109.72 |
| Jun 25, 2026 | $1,101.85 | $1,108.73 |
| Jun 26, 2026 | $1,108.64 | $1,103.29 |
| Jun 29, 2026 | $1,116.39 | $1,121.47 |
| Jun 30, 2026 | $1,114.91 | $1,130.20 |
| Jul 1, 2026 | $1,124.73 | $1,128.67 |
| Jul 2, 2026 | $1,126.33 | $1,127.19 |
| Jul 6, 2026 | $1,145.00 | $1,137.02 |
| Jul 7, 2026 | $1,138.36 | $1,131.62 |
| Jul 8, 2026 | $1,135.91 | $1,128.13 |
| Jul 9, 2026 | $1,145.35 | $1,137.68 |
| Jul 10, 2026 | $1,149.19 | $1,142.58 |
| Jul 13, 2026 | $1,146.32 | $1,133.83 |
| Jul 14, 2026 | $1,150.35 | $1,137.86 |
| Jul 15, 2026 | $1,167.46 | $1,141.99 |
| Jul 16, 2026 | $1,161.47 | $1,136.18 |
| Jul 17, 2026 | $1,149.63 | $1,124.93 |
| Jul 20, 2026 | $1,136.48 | $1,123.12 |
| Jul 21, 2026 | $1,143.56 | $1,132.48 |
| Jul 22, 2026 | $1,138.76 | $1,131.47 |
| Jul 23, 2026 | $1,094.83 | $1,117.20 |
| Jul 24, 2026 | $1,102.47 | $1,118.33 |
| Jul 27, 2026 | $1,110.73 | $1,118.58 |
| Jul 28, 2026 | $1,115.71 | $1,121.25 |
| Jul 29, 2026 | $1,100.56 | $1,104.00 |
| Jul 30, 2026 | $1,112.38 | $1,122.55 |
| Jul 31, 2026 | $1,124.74 | $1,130.59 |
| Aug 3, 2026 | $1,143.79 | $1,146.70 |
| Aug 4, 2026 | $1,149.18 | $1,167.37 |
| Aug 5, 2026 | $1,144.35 | $1,165.04 |
| Aug 6, 2026 | $1,139.76 | $1,163.18 |
| Aug 7, 2026 | $1,153.32 | $1,170.29 |
| Aug 10, 2026 | $1,155.97 | $1,169.94 |
| Aug 11, 2026 | $1,148.57 | $1,166.20 |
| Aug 12, 2026 | $1,146.41 | $1,169.13 |
| Aug 13, 2026 | $1,156.15 | $1,177.28 |
| Aug 14, 2026 | $1,153.36 | $1,174.95 |
| Aug 17, 2026 | $1,145.16 | $1,169.40 |
| Aug 18, 2026 | $1,148.84 | $1,161.50 |
| Aug 19, 2026 | $1,167.13 | $1,163.93 |
| Aug 20, 2026 | $1,143.67 | $1,153.75 |
| Aug 21, 2026 | $1,169.65 | $1,158.88 |
| Aug 24, 2026 | $1,175.79 | $1,155.47 |
| Aug 25, 2026 | $1,167.47 | $1,159.17 |
| Aug 26, 2026 | $1,163.34 | $1,159.42 |
| Aug 27, 2026 | $1,164.54 | $1,167.02 |
| Aug 28, 2026 | $1,172.68 | $1,164.37 |
| Aug 31, 2026 | $1,170.15 | $1,160.89 |
| Sep 1, 2026 | $1,165.69 | $1,152.92 |
| Sep 2, 2026 | $1,165.57 | $1,158.03 |
| Sep 3, 2026 | $1,186.02 | $1,170.15 |
| Sep 4, 2026 | $1,161.98 | $1,165.64 |
| Sep 8, 2026 | $1,161.68 | $1,159.24 |
| Sep 9, 2026 | $1,148.24 | $1,153.85 |
| Sep 10, 2026 | $1,146.37 | $1,147.03 |
| Sep 11, 2026 | $1,157.42 | $1,156.82 |
| Sep 14, 2026 | $1,149.66 | $1,151.55 |
| Sep 15, 2026 | $1,135.19 | $1,146.27 |
| Sep 16, 2026 | $1,128.80 | $1,141.22 |
| Sep 17, 2026 | $1,147.38 | $1,154.16 |
| Sep 18, 2026 | $1,144.30 | $1,152.78 |
| Sep 21, 2026 | $1,159.70 | $1,170.65 |
| Sep 22, 2026 | $1,155.19 | $1,170.60 |
| Sep 23, 2026 | $1,145.00 | $1,162.04 |
| Sep 24, 2026 | $1,139.02 | $1,159.86 |
PortfolioS&P 500
- Time-weighted return
- +13.90%
- Modified Dietz return
- +13.90%
- Normalized wealth
- 1,139.02
- Holdings
- 7
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 MSMorgan Stanley | +19.95% | 0.77 | $150.11 | $50.11 |
 AAPLApple Inc. | +18.00% | 0.4 | $135.46 | $35.46 |
 TGTTarget Corporation | +16.39% | 0.79 | $123.35 | $23.35 |
 AMZNAmazon.Com Inc | +15.45% | 0.47 | $116.28 | $16.29 |
 TSLATesla, Inc. Common Stock | +15.06% | 0.3 | $113.32 | $13.30 |
 COSTCostco Wholesale Corp | +11.51% | 0.1 | $86.62 | -$13.34 |
 LULUlululemon athletica inc. | +3.64% | 0.27 | $27.43 | -$72.59 |