Investments
Track your portfolio performance and asset allocation
Total Portfolio
$152,100
+10.2%
YTDToday's Change
+$1,284
+0.84%
since openTotal Gain/Loss
+$14,100
+10.2%
all timeDividends Earned
$2,847
$342 this month
Portfolio Performance
Portfolio vs S&P 500 benchmark
Asset Allocation
Stocks45%+12.3%
Bonds20%+3.1%
Real Estate25%+8.7%
Crypto10%-5.2%
Holdings
| Symbol | Change | Value |
|---|---|---|
AAPLApple Inc. | +2.4% | $12,265 |
MSFTMicrosoft Corp. | +1.8% | $14,367 |
GOOGLAlphabet Inc. | -0.7% | $4,736 |
AMZNAmazon.com Inc. | +3.2% | $8,624 |
NVDANVIDIA Corp. | +5.1% | $17,850 |
TSLATesla Inc. | -1.3% | $10,948 |