Portfolio Value
$29,2067 holdingsTotal Gain
+$5,526vs. cost basisTotal Return
+23.3%All time%
Cost Basis
$23,680Total invested$
Allocation
Portfolio distribution
7holdings
AAPLApple Inc.10.1%
MSFTMicrosoft Corp.11.5%
VOOVanguard S&P20.0%
AMZNAmazon.com Inc.3.2%
NVDANVIDIA Corp.30.0%
TSLATesla Inc.17.0%
AGGiShares Core8.3%
Portfolio Performance
12-month value history
Growth
+23.3%
All time
Top Gainer
+68.3%
NVDA
Biggest Holding
$8,754
NVDA
Holdings
7 positions in your portfolio
3 Technology1 ETF3 Other
| Shares | Allocation | ||||
|---|---|---|---|---|---|
AA Apple Inc. AAPL · Technology | 15 | $196.45 | $2,947 | +$767 +35.2% | 10.1% |
MS Microsoft Corp. MSFT · Technology | 8 | $420.30 | $3,362 | +$881 +35.5% | 11.5% |
VO Vanguard S&P 500 VOO · ETF | 12 | $485.60 | $5,827 | +$882 +17.8% | 20.0% |
AM Amazon.com Inc. AMZN · Consumer | 5 | $185.20 | $926 | +$212 +29.7% | 3.2% |
NV NVIDIA Corp. NVDA · Technology | 10 | $875.40 | $8,754 | +$3,554 +68.3% | 30.0% |
TS Tesla Inc. TSLA · Automotive | 20 | $248.50 | $4,970 | $630 -11.3% | 17.0% |
AG iShares Core US Agg Bond AGG · Bonds | 25 | $96.80 | $2,420 | $140 -5.5% | 8.3% |