Total Portfolio Value
$12,450.00
+15.3%
+$1,654.20 this year
Portfolio Performance
Asset Allocation
Stocks
60% ($7,470)
Bonds
25% ($3,112.50)
ETFs
10% ($1,245)
Cash
5% ($622.50)
Your Holdings
Apple Inc. (AAPL)
15 shares
$2,845.50
+8.2%
Microsoft (MSFT)
10 shares
$3,125.00
+12.5%
Vanguard S&P 500 ETF
8 shares
$1,245.00
+5.3%
US Treasury Bonds
5 units
$3,112.50
+2.1%