Analysis

Deep-dive on portfolio composition.

Total cost basis

$310,425

Market value

$378,257

Unrealized G/L

+$67,832

+21.85%

Categorize holdings

11 positions · $364,457 · 11 uncategorized

VTIVanguard Total Stock Market ETF

$97,713·AI

VOOVanguard S&P 500 ETF

$48,961·AI

BNDVanguard Total Bond Market ETF

$40,628·AI

QQQInvesco QQQ Trust

$31,284·AI

SCHGSchwab U.S. Large-Cap Growth ETF

$30,758·AI

VXUSVanguard Total International Stock ETF

$27,258·AI

AAPLApple Inc

$25,003·AI

MSFTMicrosoft Corp

$21,658·AI

NVDANVIDIA Corp

$19,411·AI

BTCBitcoin

$15,642·AI

ETHEthereum

$6,142·AI

Asset allocation

US Equity72.7% $274,787

Fixed Income10.7% $40,628

International Equity7.2% $27,258

Cryptocurrency5.8% $21,784

Cash & Equivalents3.6% $13,800

Sector exposure

Broad Market54.1% $204,690

Technology20.6% $77,945

Other14.4% $54,428

Cryptocurrency5.8% $21,784

Semiconductors5.1% $19,411

Positions

12 of 12 assets · 12 unique symbols · $378,257 · +21.9%

Accounts

Cost / Avg

Accounts

Trade ideas

Where your portfolio is thin vs your preferences, and what's in the red right now.

Not advice. Do your own research.

Ai Ml0.0% → 8%+8.0pp
BOTZGlobal X Robotics & AI
Healthcare0.0% → 4%+4.0pp
XLVHealth Care Select SPDR
VHTVanguard Health Care ETF
Financials0.0% → 4%+4.0pp
XLFFinancial Select SPDR
VFHVanguard Financials
Biotech0.0% → 4%+4.0pp
XBISPDR S&P Biotech
IBBiShares Biotech
Semiconductors5.1% → 8%+2.9pp
SMHVanEck Semiconductor
SOXXiShares Semiconductor

Monthly investment budget: $2,834 · Portfolio total: $378,257