What I use every day
- Discretionaries
- Retail
Performance
Growth of $1,000 · 6 months
$1,129.88+$129.88 (+12.99%)
S&P 500: 1,188.18
| Date | Portfolio | S&P 500 |
|---|---|---|
| Mar 26, 2026 | $1,000.00 | Not available |
| Mar 26, 2026 | $1,000.00 | $1,000.00 |
| Mar 27, 2026 | $989.02 | $982.95 |
| Mar 30, 2026 | $973.19 | $979.66 |
| Mar 31, 2026 | $990.42 | $1,008.14 |
| Apr 1, 2026 | $1,007.43 | $1,015.73 |
| Apr 2, 2026 | $1,001.05 | $1,014.45 |
| Apr 6, 2026 | $1,008.09 | $1,021.45 |
| Apr 7, 2026 | $1,001.26 | $1,021.90 |
| Apr 8, 2026 | $1,031.76 | $1,046.80 |
| Apr 9, 2026 | $1,030.20 | $1,053.98 |
| Apr 10, 2026 | $1,039.17 | $1,053.28 |
| Apr 13, 2026 | $1,035.44 | $1,063.57 |
| Apr 14, 2026 | $1,042.90 | $1,076.53 |
| Apr 15, 2026 | $1,063.68 | $1,085.03 |
| Apr 16, 2026 | $1,079.19 | $1,086.71 |
| Apr 17, 2026 | $1,091.78 | $1,103.99 |
| Apr 20, 2026 | $1,096.57 | $1,098.64 |
| Apr 21, 2026 | $1,101.76 | $1,099.69 |
| Apr 22, 2026 | $1,096.46 | $1,098.37 |
| Apr 23, 2026 | $1,088.31 | $1,099.82 |
| Apr 24, 2026 | $1,084.05 | $1,105.00 |
| Apr 27, 2026 | $1,087.00 | $1,108.64 |
| Apr 28, 2026 | $1,084.97 | $1,102.76 |
| Apr 29, 2026 | $1,074.57 | $1,100.58 |
| Apr 30, 2026 | $1,092.26 | $1,103.53 |
| May 1, 2026 | $1,095.93 | $1,117.95 |
| May 4, 2026 | $1,097.69 | $1,113.04 |
| May 5, 2026 | $1,104.25 | $1,121.02 |
| May 6, 2026 | $1,108.55 | $1,134.04 |
| May 7, 2026 | $1,113.50 | $1,138.46 |
| May 8, 2026 | $1,119.45 | $1,141.84 |
| May 11, 2026 | $1,118.12 | $1,146.04 |
| May 12, 2026 | $1,119.58 | $1,140.46 |
| May 13, 2026 | $1,120.78 | $1,143.92 |
| May 14, 2026 | $1,136.54 | $1,159.83 |
| May 15, 2026 | $1,122.68 | $1,149.52 |
| May 18, 2026 | $1,120.29 | $1,145.03 |
| May 19, 2026 | $1,115.32 | $1,135.17 |
| May 20, 2026 | $1,124.93 | $1,144.06 |
| May 21, 2026 | $1,139.33 | $1,144.79 |
| May 22, 2026 | $1,142.68 | $1,158.31 |
| May 26, 2026 | $1,142.30 | $1,163.54 |
| May 27, 2026 | $1,154.45 | $1,162.95 |
| May 28, 2026 | $1,158.26 | $1,169.15 |
| May 29, 2026 | $1,154.67 | $1,174.88 |
| Jun 1, 2026 | $1,132.72 | $1,175.87 |
| Jun 2, 2026 | $1,140.32 | $1,174.20 |
| Jun 3, 2026 | $1,135.29 | $1,176.05 |
| Jun 4, 2026 | $1,139.87 | $1,165.42 |
| Jun 5, 2026 | $1,126.66 | $1,166.67 |
| Jun 8, 2026 | $1,115.70 | $1,145.92 |
| Jun 9, 2026 | $1,105.18 | $1,143.58 |
| Jun 10, 2026 | $1,095.70 | $1,136.34 |
| Jun 11, 2026 | $1,113.61 | $1,124.81 |
| Jun 12, 2026 | $1,119.86 | $1,144.48 |
| Jun 15, 2026 | $1,131.55 | $1,170.12 |
| Jun 16, 2026 | $1,134.53 | $1,163.14 |
| Jun 17, 2026 | $1,116.75 | $1,148.61 |
| Jun 18, 2026 | $1,124.07 | $1,157.57 |
| Jun 22, 2026 | $1,118.04 | $1,153.93 |
| Jun 23, 2026 | $1,113.23 | $1,137.17 |
| Jun 24, 2026 | $1,113.28 | $1,136.65 |
| Jun 25, 2026 | $1,092.98 | $1,135.63 |
| Jun 26, 2026 | $1,099.71 | $1,130.06 |
| Jun 29, 2026 | $1,107.40 | $1,148.68 |
| Jun 30, 2026 | $1,105.93 | $1,157.62 |
| Jul 1, 2026 | $1,115.68 | $1,156.06 |
| Jul 2, 2026 | $1,117.26 | $1,154.54 |
| Jul 6, 2026 | $1,135.78 | $1,164.61 |
| Jul 7, 2026 | $1,129.20 | $1,159.08 |
| Jul 8, 2026 | $1,126.76 | $1,155.50 |
| Jul 9, 2026 | $1,136.13 | $1,165.28 |
| Jul 10, 2026 | $1,139.94 | $1,170.30 |
| Jul 13, 2026 | $1,137.09 | $1,161.34 |
| Jul 14, 2026 | $1,141.09 | $1,165.47 |
| Jul 15, 2026 | $1,158.06 | $1,169.70 |
| Jul 16, 2026 | $1,152.12 | $1,163.74 |
| Jul 17, 2026 | $1,140.38 | $1,152.23 |
| Jul 20, 2026 | $1,127.33 | $1,150.37 |
| Jul 21, 2026 | $1,134.35 | $1,159.96 |
| Jul 22, 2026 | $1,129.60 | $1,158.92 |
| Jul 23, 2026 | $1,086.02 | $1,144.31 |
| Jul 24, 2026 | $1,093.59 | $1,145.47 |
| Jul 27, 2026 | $1,101.78 | $1,145.72 |
| Jul 28, 2026 | $1,106.73 | $1,148.46 |
| Jul 29, 2026 | $1,091.70 | $1,130.79 |
| Jul 30, 2026 | $1,103.42 | $1,149.79 |
| Jul 31, 2026 | $1,115.68 | $1,158.02 |
| Aug 3, 2026 | $1,134.58 | $1,174.52 |
| Aug 4, 2026 | $1,139.93 | $1,195.69 |
| Aug 5, 2026 | $1,135.14 | $1,193.31 |
| Aug 6, 2026 | $1,130.58 | $1,191.40 |
| Aug 7, 2026 | $1,144.04 | $1,198.69 |
| Aug 10, 2026 | $1,146.66 | $1,198.33 |
| Aug 11, 2026 | $1,139.33 | $1,194.50 |
| Aug 12, 2026 | $1,137.18 | $1,197.49 |
| Aug 13, 2026 | $1,146.84 | $1,205.85 |
| Aug 14, 2026 | $1,144.07 | $1,203.46 |
| Aug 17, 2026 | $1,135.94 | $1,197.77 |
| Aug 18, 2026 | $1,139.59 | $1,189.68 |
| Aug 19, 2026 | $1,157.73 | $1,192.17 |
| Aug 20, 2026 | $1,134.46 | $1,181.74 |
| Aug 21, 2026 | $1,160.23 | $1,187.00 |
| Aug 24, 2026 | $1,166.32 | $1,183.51 |
| Aug 25, 2026 | $1,158.07 | $1,187.29 |
| Aug 26, 2026 | $1,153.97 | $1,187.56 |
| Aug 27, 2026 | $1,155.17 | $1,195.34 |
| Aug 28, 2026 | $1,163.24 | $1,192.62 |
| Aug 31, 2026 | $1,160.73 | $1,189.06 |
| Sep 1, 2026 | $1,156.30 | $1,180.89 |
| Sep 2, 2026 | $1,156.19 | $1,186.13 |
| Sep 3, 2026 | $1,176.47 | $1,198.55 |
| Sep 4, 2026 | $1,152.62 | $1,193.93 |
| Sep 8, 2026 | $1,152.33 | $1,187.37 |
| Sep 9, 2026 | $1,139.00 | $1,181.85 |
| Sep 10, 2026 | $1,137.14 | $1,174.86 |
| Sep 11, 2026 | $1,148.10 | $1,184.89 |
| Sep 14, 2026 | $1,140.41 | $1,179.49 |
| Sep 15, 2026 | $1,126.05 | $1,174.08 |
| Sep 16, 2026 | $1,119.71 | $1,168.91 |
| Sep 17, 2026 | $1,138.15 | $1,182.16 |
| Sep 18, 2026 | $1,135.09 | $1,180.75 |
| Sep 21, 2026 | $1,150.37 | $1,199.06 |
| Sep 22, 2026 | $1,145.89 | $1,199.01 |
| Sep 23, 2026 | $1,135.78 | $1,190.24 |
| Sep 24, 2026 | $1,129.88 | $1,188.18 |
PortfolioS&P 500
- Time-weighted return
- +12.99%
- Modified Dietz return
- +12.99%
- Normalized wealth
- 1,129.88
- 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 | $135.50 | $35.49 |
 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 | $113.31 | $13.29 |
 COSTCostco Wholesale Corp | +11.51% | 0.1 | $86.62 | -$13.34 |
 LULUlululemon athletica inc. | +3.64% | 0.27 | $27.43 | -$72.59 |