Purchase dates are approximate. Entry prices use average cost basis, except CLMT at its original $20.12 purchase price.
Dates, weights & methodology
The average gain is the arithmetic mean of each stock’s price change from its reported cost. It assumes equal starting dollars, held without rebalancing. It is not a continuously equal-weight portfolio, an annualized return, or the return of my actual portfolio. Current position sizes and other holdings are not included.
The matching S&P 500 comparison invests the same amounts on the same approximate dates. Capital waits at 0% until each entry on both sides. This is a fair hypothetical equal-dollar comparison only under those assumptions. The full-period S&P figure instead assumes uninterrupted investment from the earliest chart date and is shown separately for context.
Average cost can reflect several purchases. Combining that cost with one approximate date does not reproduce the actual cash flows or a time-weighted performance record. A precise comparison would require dated trade lots and dividends.
For month-only purchase dates, the comparison starts on the first trading day of that month. September estimates use the next trading day: September 21 for AVGO and September 28 for INTC. QXO was bought around February–March 2026; its chart uses March 2, an estimate near the middle of that window. Stock lines use the entry prices shown; the S&P 500 starts from its close on the comparison date. A stock’s first plotted close may therefore be above or below its entry price. These are estimates, not a reconstruction of trade confirmations.
Both sides use price returns, adjusted for stock splits, and exclude dividends, fees and taxes. The benchmark is the S&P 500 price index (^GSPC). Historical closes and current quotes come from Yahoo Finance, with updates every 30 minutes on weekdays. Current-session data may be delayed. If a feed fails, the last complete comparison keeps its original date.