-21.88% YTD
underperforms S&P 500 by -49.71% YTD The holdings of the index as of 4 January 2022 are (performance is YTD): 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): The portfolios have been compiled from these accounts (follower count included): And here are the stocks, overlap of investors and weight on the index:
underperforms Nasdaq 100 by -53.65% YTD
SE -47.77%
GOOG -93.94%
AMZN -93.34%
FB -44.92%
MELI +47.12%
DDOG -7.53%
CSU.TO +100.07%
TTD +49.97%
GLBE -15.84%
CRWD +77.93%
SOFI +1.58%
ROKU -64.71%
SQ -39.29%
EVO.ST -25.35%
SHOP -91.68%
TDOC -88.09%
V +42.84%
BRK.B +57.30%
S -48.90%
IAC -63.00%
MO +20.30%
TTWO +7.51%
SNOW -45.57%
UPST -50.76%
XPEL -32.29%
4 Jan 2021: Fintwitter Index re-launched@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. Ticker Overlap Index Weight SE 12 8.39% GOOG 14 7.07% AMZN 13 7.07% FB 11 5.57% MELI 6 4.80% DDOG 6 4.71% CSU.TO 9 4.46% TTD 4 4.12% GLBE 4 3.99% CRWD 4 3.78% SOFI 4 3.66% ROKU 3 3.48% SQ 5 3.46% EVO.ST 6 3.34% SHOP 5 3.21% TDOC 4 3.11% V 6 3.10% BRK.B 5 3.07% S 3 3.03% IAC 4 2.97% MO 3 2.96% TTWO 5 2.90% SNOW 4 2.67% UPST 2 2.62% XPEL 2 2.47%