#fintwitter portfolio Index
-50.15% YTD

underperforms S&P 500 by -29.57% YTD
underperforms
Nasdaq 100 by -20.64% YTD

The holdings of the index as of 4 January 2022 are (performance is YTD):
SE -70.11%
GOOG -24.40%
AMZN -96.81%
FB -44.92%
MELI -52.77%
DDOG -46.53%
CSU.TO -18.58%
TTD -54.29%
GLBE -68.18%
CRWD -17.68%
SOFI -66.67%
ROKU -64.01%
SQ -61.95%
EVO.ST -28.60%
SHOP -97.73%
TDOC -63.83%
V -9.15%
BRK.B -8.69%
S -53.79%
IAC -41.88%
MO -11.86%
TTWO -31.05%
SNOW -58.95%
UPST -79.10%
XPEL -32.73%

This is an experiment of how some selected individual investors who disclose their portfolio on twitter benchmark, on aggregate, against the market. The list has been compiled from 35 twitter accounts, adjusted for popularity of the account and number of positions.

This experiment retrieves data from my personal Google Sheets account, there is a possibility that the API will not be able to handle the traffic.

Changelog (v2):
4 Jan 2021: Fintwitter Index re-launched

The portfolios have been compiled from these accounts (follower count included):

@JonahLupton (554200), @saxena_puru (247100), @cperruna (107400), @borrowed_ideas (76600), @richard_chu97 (68700), @LuoshengPeng (55900), @PythiaR (32000), @dhaval_kotecha (29700), @StockNovice (27800), @buccocapital (18800), @value_invest12 (15800), @Badpak (13300), @bluff_capital (12500), @OtterMarket (12400), @maxwellhouse99 (6927), @paul_essen (5883), @bizalmanac (5839), @PandaValue (5294) and other smaller accounts.

And here are the stocks, overlap of investors and weight on the index:

TickerOverlapIndex Weight
SE128.39%
GOOG147.07%
AMZN137.07%
FB115.57%
MELI64.80%
DDOG64.71%
CSU.TO94.46%
TTD44.12%
GLBE43.99%
CRWD43.78%
SOFI43.66%
ROKU33.48%
SQ53.46%
EVO.ST63.34%
SHOP53.21%
TDOC43.11%
V63.10%
BRK.B53.07%
S33.03%
IAC42.97%
MO32.96%
TTWO52.90%
SNOW42.67%
UPST22.62%
XPEL22.47%