Portfolio Overview
Track your investments, performance, and asset allocation
Portfolio Value
YTD$575,000.00
$125,000.00 (+27.78%)
Annual Return
12M12.4%
+2.1% (+2.10%)
vs S&P 500
YTD+4.2%
+1.3% (+1.30%)
Volatility
30D18.5%
-0.8% (-0.80%)
Portfolio Performance
Comparison with S&P 500 benchmark over time
Your Portfolio
S&P 500
Asset Allocation($500,000)
Distribution of your investment portfolio
Stocks
$325,000 (65%)
Bonds
$100,000 (20%)
Real Estate
$50,000 (10%)
Crypto
$15,000 (3%)
Cash
$10,000 (2%)
Holdings
Your current investment positions
$76,097.50
$12,821.00 (+20.26%)
| Symbol | Shares | Price | Day Change | Market Value | Total Gain/Loss | |
|---|---|---|---|---|---|---|
AAPL Apple Inc. Technology | 100 Avg: $172.50 | $185.25 | $2.75 +1.51% | $18,525.00 | $1,275.00 +7.39% | |
MSFT Microsoft Corporation Technology | 50 Avg: $360.00 | $374.50 | $5.25 -1.38% | $18,725.00 | $725.00 +4.03% | |
GOOGL Alphabet Inc. Technology | 75 Avg: $135.20 | $142.80 | $1.20 +0.85% | $10,710.00 | $570.00 +5.62% | |
TSLA Tesla, Inc. Consumer Discretionary | 30 Avg: $245.80 | $208.50 | $8.75 -4.03% | $6,255.00 | $1,119.00 -15.18% | |
NVDA NVIDIA Corporation Technology | 25 Avg: $420.50 | $875.30 | $15.20 +1.77% | $21,882.50 | $11,370.00 +108.26% |