#fintwitter portfolio Index
+4.12% during Q4

outperforms S&P 500 by 6.58%
outperforms Nasdaq 100 by 6.35%

The holdings of the index are:
FSLY -23.56%
ROKU +15.15%
LVGO +3.82%
CRWD -4.19%
SQ +2.82%
TTD +14.98%
SHOP +0.37%
MELI +17.65%
AMZN +0.45%
SE +5.97%
AAPL -3.98%
ZM +9.76%
TSLA -5.36%
PTON +23.06%
FB +2.20%
PINS +18.65%
AYX +19.83%
GOOG +3.20%
DOCU +1.40%
DDOG -5.02%
ETSY +14.81%
NVDA -6.68%
OKTA +3.51%
PYPL -2.40%
TWLO +20.18%

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 39 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.

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

@JonahLupton (470300) , @saxena_puru (91300) , @BrianFeroldi (45400) , @cperruna (36800) , @richard_chu97 (24100) , @LSValue (19400) , @InvestmentTalkk (17800) , @adventuresinfi (12900) , @PythiaR (10600) , @KermitCapital (7895) , @dhaval_kotecha (7192) , @LiviamCapital (6528) , @reshoftc (6082) , @dannyvena (6061) , @iramneek (5643) and other smaller accounts.

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

TickerOverlapIndex Weight
FSLY217.16%
ROKU197.10%
LVGO or TDOC226.68%
CRWD206.02%
SQ185.85%
TTD205.27%
SHOP145.23%
MELI154.72%
AMZN184.54%
SE184.34%
AAPL74.08%
ZM103.70%
TSLA73.29%
PTON83.29%
FB113.18%
PINS73.17%
AYX112.85%
GOOG82.73%
DOCU92.68%
DDOG82.68%
ETSY72.57%
NVDA72.49%
OKTA72.23%
PYPL52.15%
TWLO102.00%