What I use every day
- Discretionaries
- Retail
Performance
Growth of $1,000 · 6 months
$1,081.79+$81.79 (+8.18%)
S&P 500: 1,114.06
| Date | Portfolio | S&P 500 |
|---|---|---|
| Feb 9, 2026 | $1,000.00 | Not available |
| Feb 9, 2026 | $1,000.00 | $1,000.00 |
| Feb 10, 2026 | $1,000.46 | $997.36 |
| Feb 11, 2026 | $997.86 | $995.64 |
| Feb 12, 2026 | $995.99 | $987.91 |
| Feb 13, 2026 | $965.67 | $986.90 |
| Feb 17, 2026 | $979.73 | $984.00 |
| Feb 18, 2026 | $984.30 | $988.96 |
| Feb 19, 2026 | $980.27 | $986.35 |
| Feb 20, 2026 | $976.30 | $993.01 |
| Feb 23, 2026 | $967.21 | $983.34 |
| Feb 24, 2026 | $984.17 | $990.74 |
| Feb 25, 2026 | $995.67 | $998.89 |
| Feb 26, 2026 | $992.60 | $993.30 |
| Feb 27, 2026 | $976.49 | $988.53 |
| Mar 2, 2026 | $971.44 | $989.09 |
| Mar 3, 2026 | $973.81 | $980.37 |
| Mar 4, 2026 | $984.47 | $987.29 |
| Mar 5, 2026 | $976.09 | $981.79 |
| Mar 6, 2026 | $966.02 | $968.92 |
| Mar 9, 2026 | $968.69 | $977.40 |
| Mar 10, 2026 | $968.66 | $975.83 |
| Mar 11, 2026 | $968.92 | $974.61 |
| Mar 12, 2026 | $951.97 | $959.81 |
| Mar 13, 2026 | $950.28 | $954.38 |
| Mar 16, 2026 | $949.55 | $964.09 |
| Mar 17, 2026 | $953.39 | $966.63 |
| Mar 18, 2026 | $951.62 | $953.14 |
| Mar 19, 2026 | $940.15 | $950.79 |
| Mar 20, 2026 | $938.32 | $934.61 |
| Mar 23, 2026 | $945.31 | $944.42 |
| Mar 24, 2026 | $943.83 | $941.25 |
| Mar 25, 2026 | $955.48 | $946.49 |
| Mar 26, 2026 | $946.23 | $929.59 |
| Mar 27, 2026 | $935.84 | $913.74 |
| Mar 30, 2026 | $920.86 | $910.69 |
| Mar 31, 2026 | $937.17 | $937.16 |
| Apr 1, 2026 | $953.26 | $944.22 |
| Apr 2, 2026 | $947.22 | $943.03 |
| Apr 6, 2026 | $953.89 | $949.54 |
| Apr 7, 2026 | $947.43 | $949.95 |
| Apr 8, 2026 | $976.29 | $973.10 |
| Apr 9, 2026 | $974.81 | $979.77 |
| Apr 10, 2026 | $983.29 | $979.12 |
| Apr 13, 2026 | $979.77 | $988.69 |
| Apr 14, 2026 | $986.83 | $1,000.73 |
| Apr 15, 2026 | $1,006.49 | $1,008.63 |
| Apr 16, 2026 | $1,021.17 | $1,010.20 |
| Apr 17, 2026 | $1,033.08 | $1,026.26 |
| Apr 20, 2026 | $1,037.61 | $1,021.28 |
| Apr 21, 2026 | $1,042.53 | $1,022.26 |
| Apr 22, 2026 | $1,037.51 | $1,021.04 |
| Apr 23, 2026 | $1,029.80 | $1,022.38 |
| Apr 24, 2026 | $1,025.77 | $1,027.20 |
| Apr 27, 2026 | $1,028.56 | $1,030.58 |
| Apr 28, 2026 | $1,026.64 | $1,025.11 |
| Apr 29, 2026 | $1,016.79 | $1,023.09 |
| Apr 30, 2026 | $1,033.53 | $1,025.83 |
| May 1, 2026 | $1,037.01 | $1,039.24 |
| May 4, 2026 | $1,038.68 | $1,034.67 |
| May 5, 2026 | $1,044.88 | $1,042.09 |
| May 6, 2026 | $1,048.95 | $1,054.20 |
| May 7, 2026 | $1,053.64 | $1,058.30 |
| May 8, 2026 | $1,059.27 | $1,061.45 |
| May 11, 2026 | $1,058.01 | $1,065.35 |
| May 12, 2026 | $1,059.38 | $1,060.16 |
| May 13, 2026 | $1,060.52 | $1,063.38 |
| May 14, 2026 | $1,075.44 | $1,078.17 |
| May 15, 2026 | $1,062.32 | $1,068.58 |
| May 18, 2026 | $1,060.06 | $1,064.41 |
| May 19, 2026 | $1,055.35 | $1,055.24 |
| May 20, 2026 | $1,064.45 | $1,063.51 |
| May 21, 2026 | $1,078.08 | $1,064.19 |
| May 22, 2026 | $1,081.24 | $1,076.75 |
| May 26, 2026 | $1,080.88 | $1,081.62 |
| May 27, 2026 | $1,092.38 | $1,081.07 |
| May 28, 2026 | $1,095.98 | $1,086.84 |
| May 29, 2026 | $1,092.59 | $1,092.16 |
| Jun 1, 2026 | $1,071.82 | $1,093.08 |
| Jun 2, 2026 | $1,079.01 | $1,091.52 |
| Jun 3, 2026 | $1,074.25 | $1,093.25 |
| Jun 4, 2026 | $1,078.59 | $1,083.37 |
| Jun 5, 2026 | $1,066.09 | $1,084.53 |
| Jun 8, 2026 | $1,055.71 | $1,065.24 |
| Jun 9, 2026 | $1,045.76 | $1,063.07 |
| Jun 10, 2026 | $1,036.79 | $1,056.33 |
| Jun 11, 2026 | $1,053.73 | $1,045.61 |
| Jun 12, 2026 | $1,059.65 | $1,063.90 |
| Jun 15, 2026 | $1,070.71 | $1,087.73 |
| Jun 16, 2026 | $1,073.53 | $1,081.25 |
| Jun 17, 2026 | $1,056.71 | $1,067.74 |
| Jun 18, 2026 | $1,063.63 | $1,076.07 |
| Jun 22, 2026 | $1,057.93 | $1,072.69 |
| Jun 23, 2026 | $1,053.38 | $1,057.11 |
| Jun 24, 2026 | $1,053.43 | $1,056.62 |
| Jun 25, 2026 | $1,034.21 | $1,055.67 |
| Jun 26, 2026 | $1,040.58 | $1,050.49 |
| Jun 29, 2026 | $1,047.86 | $1,067.80 |
| Jun 30, 2026 | $1,046.47 | $1,076.11 |
| Jul 1, 2026 | $1,055.69 | $1,074.66 |
| Jul 2, 2026 | $1,057.19 | $1,073.25 |
| Jul 6, 2026 | $1,074.72 | $1,082.61 |
| Jul 7, 2026 | $1,068.49 | $1,077.47 |
| Jul 8, 2026 | $1,066.18 | $1,074.14 |
| Jul 9, 2026 | $1,075.04 | $1,083.23 |
| Jul 10, 2026 | $1,078.65 | $1,087.90 |
| Jul 13, 2026 | $1,075.96 | $1,079.57 |
| Jul 14, 2026 | $1,079.74 | $1,083.41 |
| Jul 15, 2026 | $1,095.80 | $1,087.35 |
| Jul 16, 2026 | $1,090.18 | $1,081.81 |
| Jul 17, 2026 | $1,079.06 | $1,071.10 |
| Jul 20, 2026 | $1,066.72 | $1,069.37 |
| Jul 21, 2026 | $1,073.36 | $1,078.29 |
| Jul 22, 2026 | $1,068.86 | $1,077.33 |
| Jul 23, 2026 | $1,027.63 | $1,063.74 |
| Jul 24, 2026 | $1,034.80 | $1,064.82 |
| Jul 27, 2026 | $1,042.55 | $1,065.05 |
| Jul 28, 2026 | $1,047.23 | $1,067.60 |
| Jul 29, 2026 | $1,033.00 | $1,051.17 |
| Jul 30, 2026 | $1,044.09 | $1,068.83 |
| Jul 31, 2026 | $1,055.70 | $1,076.49 |
| Aug 3, 2026 | $1,073.58 | $1,091.82 |
| Aug 4, 2026 | $1,078.64 | $1,111.51 |
| Aug 5, 2026 | $1,074.11 | $1,109.29 |
| Aug 6, 2026 | $1,069.80 | $1,107.51 |
| Aug 7, 2026 | $1,082.53 | $1,114.29 |
| Aug 10, 2026 | $1,081.79 | $1,114.06 |
PortfolioS&P 500
- Time-weighted return
- +8.18%
- Modified Dietz return
- +8.18%
- Normalized wealth
- 1,081.79
- 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 | $91.24 | -$8.72 |
 LULUlululemon athletica inc. | +4.50% | 0.27 | $34.35 | -$65.67 |