📊 Portfolio Analytics Dashboard

Comprehensive Investment Performance Analysis

Portfolio Value
$197,111
Total Gain
$166,235
Return %
538.4%
Portfolio WCAGR
24.9%
Portfolio XIRR
24.1%
S&P 500 WCAGR
13.0%
S&P 500 XIRR
12.7%
Outperformance
11.4%
Total Positions
11

🏆 How You Compare to Investment Legends

🏆 EXCELLENT! You're in Warren Buffett's league. You've beaten 99%+ of investors.

Your Rank
#3 of 10
Your XIRR
24.1%
Percentile
78th %ile
vs S&P 500
+13.5%
Rank Investor XIRR Period Notes
1Joel Greenblatt48.1%1985-2005Gotham Capital founder. Exceptional 20-year track record.
2Peter Lynch29.2%1977-1990Fidelity Magellan Fund manager. One of best track records ever.
3Your Portfolio24.1%Your PeriodYour actual 11.3-year track record
4Warren Buffett20.1%1965-2023Berkshire Hathaway founder. Most revered investor of all time.
5George Soros20.0%1969-2000Quantum Fund manager. Master of currency and macro investing.
6Bill Miller15.8%1991-2005Beat S&P 500 for 15 consecutive years (rare feat).
7David Swensen11.9%1992-2021Yale endowment manager. Conservative diversified approach.
8NASDAQ (Tech Heavy)10.8%1971-2023Technology and growth stock focused index.
9S&P 500 (US Stocks)10.6%1926-2023Standard US large-cap market index.
10Global Stocks8.5%1970-2023Diversified international stock markets.
📋 Disclaimer: Historical performance data based on publicly available records. Past performance does not guarantee future results. This comparison is for educational purposes only.

Detailed Holdings

Symbol Trades Invested Current Value Gain Return % WCAGR % XIRR % S&P WCAGR % S&P XIRR %
▶ NVDA
3 $836 $55,467 $54,631 6538.8% 57.7% 62.9% 13.8% 13.5%

Individual Trades for NVDA

Date Shares Purchase Price Current Price Initial Value Current Value Gain WCAGR % XIRR % S&P WCAGR % S&P XIRR %
2015-01-15 150 $0.49 $184.89 $73.50 $27,733.50 $27,660.00 70.53% 70.53% 11.83% 11.83%
2017-06-01 100 $3.61 $184.89 $361.00 $18,489.00 $18,128.00 56.89% 56.89% 12.70% 12.70%
2019-01-01 50 $8.02 $184.89 $401.00 $9,244.50 $8,843.50 55.06% 55.06% 15.20% 15.20%
▶ META
1 $11,118 $39,421 $28,303 254.6% 20.5% 20.5% 14.0% 14.0%

Individual Trades for META

Date Shares Purchase Price Current Price Initial Value Current Value Gain WCAGR % XIRR % S&P WCAGR % S&P XIRR %
2019-05-18 60 $185.30 $657.01 $11,118.00 $39,420.60 $28,302.60 20.53% 20.53% 14.01% 14.01%
▶ MSFT
1 $4,325 $30,129 $25,804 596.6% 22.6% 22.6% 12.9% 12.9%

Individual Trades for MSFT

Date Shares Purchase Price Current Price Initial Value Current Value Gain WCAGR % XIRR % S&P WCAGR % S&P XIRR %
2016-08-22 75 $57.67 $401.72 $4,325.25 $30,129.00 $25,803.75 22.63% 22.63% 12.88% 12.88%
▶ AMD
1 $1,171 $16,294 $15,123 1291.3% 34.4% 34.4% 12.8% 12.8%

Individual Trades for AMD

Date Shares Purchase Price Current Price Initial Value Current Value Gain WCAGR % XIRR % S&P WCAGR % S&P XIRR %
2017-04-03 80 $14.64 $203.68 $1,171.20 $16,294.40 $15,123.20 34.42% 34.42% 12.83% 12.83%
▶ JPM
1 $5,752 $15,307 $9,555 166.1% 13.0% 13.0% 12.4% 12.4%

Individual Trades for JPM

Date Shares Purchase Price Current Price Initial Value Current Value Gain WCAGR % XIRR % S&P WCAGR % S&P XIRR %
2018-02-14 50 $115.03 $306.13 $5,751.50 $15,306.50 $9,555.00 12.96% 12.96% 12.41% 12.41%
▶ GOOGL
1 $1,698 $12,295 $10,597 624.1% 24.7% 24.7% 12.6% 12.6%

Individual Trades for GOOGL

Date Shares Purchase Price Current Price Initial Value Current Value Gain WCAGR % XIRR % S&P WCAGR % S&P XIRR %
2017-03-05 40 $42.45 $307.38 $1,698.00 $12,295.20 $10,597.20 24.66% 24.66% 12.62% 12.62%
▶ TSLA
1 $550 $10,214 $9,664 1757.2% 59.7% 59.7% 13.6% 13.6%

Individual Trades for TSLA

Date Shares Purchase Price Current Price Initial Value Current Value Gain WCAGR % XIRR % S&P WCAGR % S&P XIRR %
2019-12-01 25 $22.00 $408.58 $550.00 $10,214.50 $9,664.50 59.72% 59.72% 13.62% 13.62%
▶ SBUX
1 $4,814 $9,808 $4,994 103.7% 6.8% 6.8% 11.5% 11.5%

Individual Trades for SBUX

Date Shares Purchase Price Current Price Initial Value Current Value Gain WCAGR % XIRR % S&P WCAGR % S&P XIRR %
2015-04-15 100 $48.14 $98.08 $4,814.00 $9,808.00 $4,994.00 6.77% 6.77% 11.55% 11.55%
▶ AMZN
1 $248 $3,119 $2,871 1157.8% 25.2% 25.2% 11.4% 11.4%

Individual Trades for AMZN

Date Shares Purchase Price Current Price Initial Value Current Value Gain WCAGR % XIRR % S&P WCAGR % S&P XIRR %
2014-11-20 15 $16.53 $207.92 $247.95 $3,118.80 $2,870.85 25.19% 25.19% 11.37% 11.37%
▶ NFLX
1 $136 $2,538 $2,401 1759.1% 30.0% 30.0% 11.6% 11.6%

Individual Trades for NFLX

Date Shares Purchase Price Current Price Initial Value Current Value Gain WCAGR % XIRR % S&P WCAGR % S&P XIRR %
2015-01-12 30 $4.55 $84.59 $136.50 $2,537.70 $2,401.20 30.05% 30.05% 11.65% 11.65%
▶ SHOP
1 $227 $2,519 $2,292 1008.6% 32.8% 32.8% 13.0% 13.0%

Individual Trades for SHOP

Date Shares Purchase Price Current Price Initial Value Current Value Gain WCAGR % XIRR % S&P WCAGR % S&P XIRR %
2017-09-08 20 $11.36 $125.94 $227.20 $2,518.80 $2,291.60 32.85% 32.85% 12.96% 12.96%