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Investments
Portfolio performance and holdings.
Portfolio Value
$125,329.68
cost basis $98,210▲ 27.6%
Today
+$1,402
unrealized▲ 1.13%
Annual Income
$3,210
yield 2.56%
Buying Power
$12,450
cash + margin
Performance · YTD
Total return including dividends reinvested.
JANMARMAYJULSEPNOV
Allocation
Across asset classes
- US Equities$77,704
- Intl Equities$17,546
- Bonds$15,039
- REITs$10,026
- Cash$5,014
Holdings
- VOOETFVanguard S&P 500 ETF112 SHARES · JAN 2021+1.42%Value$48,230.40
- VIGETFVanguard Dividend Appreciation450 SHARES · MAR 2022+0.84%Value$26,033.79
- AAPLStockApple Inc.85 SHARES · NOV 2020-0.21%Value$18,488.90
- OREITRealty Income Corp320 SHARES · JUN 2023+0.05%Value$15,136.59
- MSFTStockMicrosoft Corp40 SHARES · APR 2022+2.10%Value$17,440.00