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core-satellite strategy


Positions6
Dividend received$7.366
Investing since09.2025

Positions

Title
Weight
Position
P/L
69.90% 
$11,012.17
$9.493
+$657.85
6.35%
8.61% 
$1,355.91
$67.80
+$19.36
1.45%
8.21% 
$1,293.44
$29.40
+$75.00
6.16%
5.34% 
$841.13
$19.56
+$10.07
1.21%
4.11% 
$648.17
$74,824.62
+$47.67
7.94%
3.83% 
$603.54
$50.29
+$26.07
4.51%

Sold

Allocation

Total Net Worth

$15,754.36

Performance

Portfolio Performance

We are calculating your portfolio performance.
Real-time data from LSX · Fundamentals & EOD data from FactSet · Crypto data from CoinGecko