Independent investment research, straight to your inbox.

Hypothetical portfolio: +39% from Jan 2026 to Sep 2026

Total value of a hypothetical $250,000 portfolio (as of Sep 2026), month-end

Where the money was invested each month

Hypothetical value in each holding and cash, month-end. Hover a bar for details

How the allocation changed

Share of the portfolio in every holding and cash, month-end

Micron25.0%
Block15.0%
Asana14.9%
AMD13.7%
Tesla9.3%
West Pharmaceutical6.6%
Adobe3.7%
Palantir2.5%
Bullish2.4%
BitMine1.5%
Alphabet0.8%
Peloton0.8%
Meta0.5%
Reddit0.5%
Snap0.2%
Coinbase0.2%
Kohl’s0.2%
UnitedHealthSold
NvidiaSold
Cash2.3%

All charts use the same scale (0–35%), Jan 2026 to Sep 2026. Hover over (or tap) a chart for the exact values.

Hypothetical illustration. The portfolio is scaled to be worth $250,000 at the end of Sep 2026; earlier months are estimated from the actual month-end allocation and each holding’s monthly share-price change (cash earns 0%). It ignores trades during the month, dividends, fees, deposits and withdrawals. Past performance does not guarantee future results. For educational purposes only; not financial advice.

Latest

Discover more from Invest Today

Subscribe now to keep reading and get access to the full archive.