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@investment_wizard_1040

Positions22
Dividend received$564.43
Investing since06.2024

Positions

Title
Weight
Position
P/L
24.02% 
$7,907.48
$143.77
+$1,745.96
28.34%
20.96% 
$6,899.02
$35.38
+$1,671.28
31.97%
7.06% 
$2,324.60
$36.32
+$1,233.67
113.08%
6.52% 
$2,145.77
$37.65
-$628.03
22.64%
5.13% 
$1,690.21
$130.02
+$655.83
63.40%
5.11% 
$1,683.58
$120.26
+$617.25
57.89%
4.34% 
$1,429.45
$62.15
+$126.68
9.72%
4.18% 
$1,374.80
$19.92
+$811.68
144.14%
4.03% 
$1,325.55
$2.965
-$106.09
7.41%
3.47% 
$1,141.15
$570.58
+$162.98
16.66%
2.88% 
$947.14
$189.43
+$224.45
31.06%
2.63% 
$867.05
$61.93
+$349.46
67.52%
2.09% 
$687.83
$85.98
+$171.10
33.11%
1.52% 
$499.48
$166.49
-$407.98
44.96%
1.48% 
$488.26
$44.39
-$399.88
45.02%
0.87% 
$285.77
$47.63
+$94.42
49.34%
0.86% 
$282.58
$141.29
-$67.01
19.17%
0.84% 
$275.45
$34.43
-$67.81
19.75%
0.64% 
$210.56
$210.56
-$43.72
17.19%
0.57% 
$186.74
$186.74
-$425.41
69.49%
0.54% 
$177.54
$2.91
-$363.53
67.19%
0.26% 
$86.93
$43.46
-$104.89
54.68%

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Allocation

Total Net Worth

$32,916.95

Performance

Portfolio Performance

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Real-time data from LSX · Fundamentals & EOD data from FactSet