What I use every day
- Discretionaries
- Retail
Performance
Growth of $1,000 · 1 year
$1,212.39+$212.39 (+21.24%)
S&P 500: 1,215.72
| 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 | $1,012.33 | $1,010.65 |
| Aug 13, 2025 | $1,016.07 | $1,011.65 |
| Aug 14, 2025 | $1,016.70 | $1,013.57 |
| Aug 15, 2025 | $1,012.51 | $1,011.83 |
| Aug 18, 2025 | $1,015.74 | $1,011.15 |
| Aug 19, 2025 | $1,010.66 | $1,008.48 |
| Aug 20, 2025 | $997.48 | $1,003.44 |
| Aug 21, 2025 | $988.47 | $1,000.46 |
| Aug 22, 2025 | $1,007.07 | $1,016.09 |
| Aug 25, 2025 | $1,006.77 | $1,010.30 |
| Aug 26, 2025 | $1,004.27 | $1,009.88 |
| Aug 27, 2025 | $1,013.76 | $1,017.77 |
| Aug 28, 2025 | $1,016.05 | $1,017.87 |
| Aug 29, 2025 | $1,016.26 | $1,013.33 |
| Sep 2, 2025 | $993.46 | $1,006.81 |
| Sep 3, 2025 | $996.89 | $1,009.22 |
| Sep 4, 2025 | $1,009.55 | $1,016.35 |
| Sep 5, 2025 | $1,004.38 | $1,014.80 |
| Sep 8, 2025 | $1,001.01 | $1,020.30 |
| Sep 9, 2025 | $1,003.11 | $1,022.28 |
| Sep 10, 2025 | $1,006.58 | $1,025.62 |
| Sep 11, 2025 | $997.74 | $1,034.14 |
| Sep 12, 2025 | $1,012.06 | $1,034.92 |
| Sep 15, 2025 | $1,036.91 | $1,039.35 |
| Sep 16, 2025 | $1,033.21 | $1,040.39 |
| Sep 17, 2025 | $1,038.08 | $1,036.58 |
| Sep 18, 2025 | $1,046.50 | $1,042.26 |
| Sep 19, 2025 | $1,046.27 | $1,039.64 |
| Sep 22, 2025 | $1,049.98 | $1,048.62 |
| Sep 23, 2025 | $1,057.56 | $1,042.91 |
| Sep 24, 2025 | $1,051.94 | $1,039.03 |
| Sep 25, 2025 | $1,048.59 | $1,036.36 |
| Sep 26, 2025 | $1,041.06 | $1,040.31 |
| Sep 29, 2025 | $1,055.18 | $1,043.71 |
| Sep 30, 2025 | $1,054.15 | $1,042.69 |
| Oct 1, 2025 | $1,050.67 | $1,048.84 |
| Oct 2, 2025 | $1,063.79 | $1,051.77 |
| Oct 3, 2025 | $1,052.69 | $1,052.35 |
| Oct 6, 2025 | $1,045.27 | $1,054.48 |
| Oct 7, 2025 | $1,055.37 | $1,057.40 |
| Oct 8, 2025 | $1,040.93 | $1,056.55 |
| Oct 9, 2025 | $1,051.82 | $1,056.98 |
| Oct 10, 2025 | $1,053.33 | $1,036.33 |
| Oct 13, 2025 | $1,027.76 | $1,042.39 |
| Oct 14, 2025 | $1,025.89 | $1,043.14 |
| Oct 15, 2025 | $1,047.39 | $1,052.07 |
| Oct 16, 2025 | $1,048.90 | $1,036.79 |
| Oct 17, 2025 | $1,033.96 | $1,035.98 |
| Oct 20, 2025 | $1,063.36 | $1,055.64 |
| Oct 21, 2025 | $1,063.93 | $1,054.51 |
| Oct 22, 2025 | $1,068.77 | $1,052.92 |
| Oct 23, 2025 | $1,053.27 | $1,052.98 |
| Oct 24, 2025 | $1,073.24 | $1,066.46 |
| Oct 27, 2025 | $1,092.98 | $1,077.56 |
| Oct 28, 2025 | $1,095.13 | $1,078.92 |
| Oct 29, 2025 | $1,096.28 | $1,083.19 |
| Oct 30, 2025 | $1,077.34 | $1,073.86 |
| Oct 31, 2025 | $1,093.37 | $1,075.88 |
| Nov 3, 2025 | $1,104.11 | $1,074.57 |
| Nov 4, 2025 | $1,090.87 | $1,065.59 |
| Nov 5, 2025 | $1,091.57 | $1,064.96 |
| Nov 6, 2025 | $1,099.16 | $1,055.83 |
| Nov 7, 2025 | $1,077.08 | $1,042.51 |
| Nov 10, 2025 | $1,090.51 | $1,071.58 |
| Nov 11, 2025 | $1,091.60 | $1,068.33 |
| Nov 12, 2025 | $1,099.27 | $1,074.63 |
| Nov 13, 2025 | $1,087.15 | $1,066.88 |
| Nov 14, 2025 | $1,053.16 | $1,057.57 |
| Nov 17, 2025 | $1,049.66 | $1,046.78 |
| Nov 18, 2025 | $1,043.63 | $1,036.38 |
| Nov 19, 2025 | $1,036.62 | $1,042.00 |
| Nov 20, 2025 | $1,050.79 | $1,061.63 |
| Nov 21, 2025 | $1,026.96 | $1,039.03 |
| Nov 24, 2025 | $1,051.86 | $1,051.59 |
| Nov 25, 2025 | $1,052.05 | $1,052.73 |
| Nov 26, 2025 | $1,070.50 | $1,071.12 |
| Nov 28, 2025 | $1,090.65 | $1,074.65 |
| Dec 1, 2025 | $1,092.30 | $1,069.74 |
| Dec 2, 2025 | $1,093.38 | $1,071.72 |
| Dec 3, 2025 | $1,102.54 | $1,075.50 |
| Dec 4, 2025 | $1,107.18 | $1,073.76 |
| Dec 5, 2025 | $1,104.50 | $1,078.69 |
| Dec 8, 2025 | $1,097.04 | $1,075.03 |
| Dec 9, 2025 | $1,096.04 | $1,074.10 |
| Dec 10, 2025 | $1,104.80 | $1,075.36 |
| Dec 11, 2025 | $1,108.65 | $1,073.54 |
| Dec 12, 2025 | $1,122.87 | $1,072.08 |
| Dec 15, 2025 | $1,120.78 | $1,070.46 |
| Dec 16, 2025 | $1,119.47 | $1,067.38 |
| Dec 17, 2025 | $1,126.15 | $1,057.65 |
| Dec 18, 2025 | $1,130.93 | $1,063.77 |
| Dec 19, 2025 | $1,129.29 | $1,068.24 |
| Dec 22, 2025 | $1,129.84 | $1,076.91 |
| Dec 23, 2025 | $1,130.47 | $1,079.47 |
| Dec 24, 2025 | $1,133.41 | $1,085.64 |
| Dec 26, 2025 | $1,138.01 | $1,085.53 |
| Dec 29, 2025 | $1,127.17 | $1,081.66 |
| Dec 30, 2025 | $1,127.36 | $1,080.34 |
| Dec 31, 2025 | $1,122.26 | $1,072.34 |
| Jan 2, 2026 | $1,113.80 | $1,074.30 |
| Jan 5, 2026 | $1,134.05 | $1,081.46 |
| Jan 6, 2026 | $1,130.84 | $1,083.76 |
| Jan 7, 2026 | $1,137.50 | $1,089.77 |
| Jan 8, 2026 | $1,125.19 | $1,083.36 |
| Jan 9, 2026 | $1,139.15 | $1,087.36 |
| Jan 12, 2026 | $1,151.94 | $1,093.16 |
| Jan 13, 2026 | $1,152.45 | $1,092.77 |
| Jan 14, 2026 | $1,144.14 | $1,080.13 |
| Jan 15, 2026 | $1,140.45 | $1,088.56 |
| Jan 16, 2026 | $1,154.39 | $1,087.65 |
| Jan 20, 2026 | $1,111.29 | $1,065.51 |
| Jan 21, 2026 | $1,114.45 | $1,069.34 |
| Jan 22, 2026 | $1,124.84 | $1,083.52 |
| Jan 23, 2026 | $1,126.87 | $1,084.42 |
| Jan 26, 2026 | $1,126.53 | $1,089.34 |
| Jan 27, 2026 | $1,130.27 | $1,094.15 |
| Jan 28, 2026 | $1,126.35 | $1,094.00 |
| Jan 29, 2026 | $1,121.98 | $1,086.72 |
| Jan 30, 2026 | $1,107.42 | $1,088.14 |
| Feb 2, 2026 | $1,137.72 | $1,093.55 |
| Feb 3, 2026 | $1,145.22 | $1,084.30 |
| Feb 4, 2026 | $1,138.67 | $1,073.59 |
| Feb 5, 2026 | $1,117.35 | $1,064.18 |
| Feb 6, 2026 | $1,100.85 | $1,081.18 |
| Feb 9, 2026 | $1,120.73 | $1,091.25 |
| Feb 10, 2026 | $1,121.25 | $1,088.38 |
| Feb 11, 2026 | $1,118.33 | $1,086.50 |
| Feb 12, 2026 | $1,116.24 | $1,078.06 |
| Feb 13, 2026 | $1,082.26 | $1,076.96 |
| Feb 17, 2026 | $1,098.01 | $1,073.80 |
| Feb 18, 2026 | $1,103.13 | $1,079.21 |
| Feb 19, 2026 | $1,098.61 | $1,076.36 |
| Feb 20, 2026 | $1,094.16 | $1,083.63 |
| Feb 23, 2026 | $1,083.98 | $1,073.08 |
| Feb 24, 2026 | $1,102.99 | $1,081.15 |
| Feb 25, 2026 | $1,115.88 | $1,090.04 |
| Feb 26, 2026 | $1,112.43 | $1,083.94 |
| Feb 27, 2026 | $1,094.38 | $1,078.74 |
| Mar 2, 2026 | $1,088.72 | $1,079.35 |
| Mar 3, 2026 | $1,091.37 | $1,069.84 |
| Mar 4, 2026 | $1,103.33 | $1,077.38 |
| Mar 5, 2026 | $1,093.93 | $1,071.38 |
| Mar 6, 2026 | $1,082.65 | $1,057.33 |
| Mar 9, 2026 | $1,085.64 | $1,066.60 |
| Mar 10, 2026 | $1,085.61 | $1,064.88 |
| Mar 11, 2026 | $1,085.90 | $1,063.55 |
| Mar 12, 2026 | $1,066.90 | $1,047.40 |
| Mar 13, 2026 | $1,065.01 | $1,041.47 |
| Mar 16, 2026 | $1,064.19 | $1,052.07 |
| Mar 17, 2026 | $1,068.50 | $1,054.83 |
| Mar 18, 2026 | $1,066.51 | $1,040.12 |
| Mar 19, 2026 | $1,053.66 | $1,037.55 |
| Mar 20, 2026 | $1,051.60 | $1,019.89 |
| Mar 23, 2026 | $1,059.44 | $1,030.60 |
| Mar 24, 2026 | $1,057.78 | $1,027.14 |
| Mar 25, 2026 | $1,070.83 | $1,032.87 |
| Mar 26, 2026 | $1,060.47 | $1,014.42 |
| Mar 27, 2026 | $1,048.83 | $997.12 |
| Mar 30, 2026 | $1,032.04 | $993.79 |
| Mar 31, 2026 | $1,050.31 | $1,022.68 |
| Apr 1, 2026 | $1,068.35 | $1,030.38 |
| Apr 2, 2026 | $1,061.58 | $1,029.08 |
| Apr 6, 2026 | $1,069.05 | $1,036.18 |
| Apr 7, 2026 | $1,061.81 | $1,036.64 |
| Apr 8, 2026 | $1,094.16 | $1,061.90 |
| Apr 9, 2026 | $1,092.50 | $1,069.18 |
| Apr 10, 2026 | $1,102.01 | $1,068.47 |
| Apr 13, 2026 | $1,098.06 | $1,078.91 |
| Apr 14, 2026 | $1,105.97 | $1,092.06 |
| Apr 15, 2026 | $1,128.01 | $1,100.67 |
| Apr 16, 2026 | $1,144.45 | $1,102.38 |
| Apr 17, 2026 | $1,157.80 | $1,119.91 |
| Apr 20, 2026 | $1,162.88 | $1,114.48 |
| Apr 21, 2026 | $1,168.39 | $1,115.54 |
| Apr 22, 2026 | $1,162.77 | $1,114.21 |
| Apr 23, 2026 | $1,154.13 | $1,115.68 |
| Apr 24, 2026 | $1,149.61 | $1,120.93 |
| Apr 27, 2026 | $1,152.74 | $1,124.62 |
| Apr 28, 2026 | $1,150.59 | $1,118.66 |
| Apr 29, 2026 | $1,139.55 | $1,116.45 |
| Apr 30, 2026 | $1,158.31 | $1,119.44 |
| May 1, 2026 | $1,162.21 | $1,134.07 |
| May 4, 2026 | $1,164.07 | $1,129.09 |
| May 5, 2026 | $1,171.03 | $1,137.19 |
| May 6, 2026 | $1,175.59 | $1,150.40 |
| May 7, 2026 | $1,180.84 | $1,154.87 |
| May 8, 2026 | $1,187.15 | $1,158.31 |
| May 11, 2026 | $1,185.74 | $1,162.57 |
| May 12, 2026 | $1,187.28 | $1,156.91 |
| May 13, 2026 | $1,188.56 | $1,160.41 |
| May 14, 2026 | $1,205.27 | $1,176.56 |
| May 15, 2026 | $1,190.58 | $1,166.09 |
| May 18, 2026 | $1,188.04 | $1,161.55 |
| May 19, 2026 | $1,182.76 | $1,151.54 |
| May 20, 2026 | $1,192.96 | $1,160.56 |
| May 21, 2026 | $1,208.23 | $1,161.30 |
| May 22, 2026 | $1,211.78 | $1,175.01 |
| May 26, 2026 | $1,211.37 | $1,180.32 |
| May 27, 2026 | $1,224.26 | $1,179.72 |
| May 28, 2026 | $1,228.30 | $1,186.01 |
| May 29, 2026 | $1,224.50 | $1,191.82 |
| Jun 1, 2026 | $1,201.22 | $1,192.82 |
| Jun 2, 2026 | $1,209.27 | $1,191.13 |
| Jun 3, 2026 | $1,203.95 | $1,193.01 |
| Jun 4, 2026 | $1,208.81 | $1,182.23 |
| Jun 5, 2026 | $1,194.80 | $1,183.49 |
| Jun 8, 2026 | $1,183.17 | $1,162.44 |
| Jun 9, 2026 | $1,172.01 | $1,160.08 |
| Jun 10, 2026 | $1,161.96 | $1,152.73 |
| Jun 11, 2026 | $1,180.95 | $1,141.03 |
| Jun 12, 2026 | $1,187.58 | $1,160.98 |
| Jun 15, 2026 | $1,199.98 | $1,186.99 |
| Jun 16, 2026 | $1,203.14 | $1,179.91 |
| Jun 17, 2026 | $1,184.29 | $1,165.18 |
| Jun 18, 2026 | $1,192.04 | $1,174.27 |
| Jun 22, 2026 | $1,185.66 | $1,170.57 |
| Jun 23, 2026 | $1,180.55 | $1,153.57 |
| Jun 24, 2026 | $1,180.61 | $1,153.04 |
| Jun 25, 2026 | $1,159.07 | $1,152.00 |
| Jun 26, 2026 | $1,166.21 | $1,146.35 |
| Jun 29, 2026 | $1,174.37 | $1,165.24 |
| Jun 30, 2026 | $1,172.81 | $1,174.31 |
| Jul 1, 2026 | $1,183.15 | $1,172.73 |
| Jul 2, 2026 | $1,184.83 | $1,171.19 |
| Jul 6, 2026 | $1,204.47 | $1,181.41 |
| Jul 7, 2026 | $1,197.48 | $1,175.79 |
| Jul 8, 2026 | $1,194.90 | $1,172.16 |
| Jul 9, 2026 | $1,204.83 | $1,182.08 |
| Jul 10, 2026 | $1,208.88 | $1,187.18 |
| Jul 13, 2026 | $1,205.86 | $1,178.09 |
| Jul 14, 2026 | $1,210.10 | $1,182.27 |
| Jul 15, 2026 | $1,228.09 | $1,186.57 |
| Jul 16, 2026 | $1,221.80 | $1,180.53 |
| Jul 17, 2026 | $1,209.34 | $1,168.84 |
| Jul 20, 2026 | $1,195.50 | $1,166.95 |
| Jul 21, 2026 | $1,202.95 | $1,176.69 |
| Jul 22, 2026 | $1,197.91 | $1,175.64 |
| Jul 23, 2026 | $1,151.69 | $1,160.81 |
| Jul 24, 2026 | $1,159.73 | $1,161.99 |
| Jul 27, 2026 | $1,168.41 | $1,162.24 |
| Jul 28, 2026 | $1,173.66 | $1,165.02 |
| Jul 29, 2026 | $1,157.71 | $1,147.09 |
| Jul 30, 2026 | $1,170.15 | $1,166.37 |
| Jul 31, 2026 | $1,183.15 | $1,174.72 |
| Aug 3, 2026 | $1,203.20 | $1,191.45 |
| Aug 4, 2026 | $1,208.86 | $1,212.94 |
| Aug 5, 2026 | $1,203.79 | $1,210.51 |
| Aug 6, 2026 | $1,198.95 | $1,208.58 |
| Aug 7, 2026 | $1,213.22 | $1,215.97 |
| Aug 10, 2026 | $1,212.39 | $1,215.72 |
PortfolioS&P 500
- Time-weighted return
- +21.24%
- Modified Dietz return
- +21.24%
- Normalized wealth
- 1,212.39
- 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 |