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Positions21
Dividend received$2,023.84
Investing since01.2023

Positions

Title
Weight
Position
P/L
33.76% 
$26,771.96
$111.65
+$6,414.46
31.51%
14.69% 
$11,649.61
$70.30
+$1,283.98
12.39%
6.19% 
$4,907.85
$61.31
-$1,264.13
20.48%
5.87% 
$4,652.39
$74.09
+$362.25
8.44%
4.22% 
$3,343.57
$27.47
-$30.71
0.91%
3.93% 
$3,113.21
$30.45
-$449.39
12.61%
3.36% 
$2,665.04
$89.37
-$598.32
18.33%
0.00% 
$2,662.95
$975.04
+$0.00
0.00%
2.60% 
$2,061.76
$59.57
+$130.54
6.76%
Cash Balance logo
Cash Balance
2.48% 
$1,970.00
-
2.09% 
$1,654.91
$21.80
+$389.87
30.82%
1.87% 
$1,484.29
$71.33
+$164.68
12.48%
1.87% 
$1,482.80
$3.872
+$99.33
7.18%
1.56% 
$1,240.81
$33.49
-$24.23
1.92%
1.52% 
$1,209.04
$44.55
-$976.01
44.67%
1.52% 
$1,206.40
$8.79
-$166.51
12.13%
1.34% 
$1,066.03
$179.53
+$518.39
94.66%
0.99% 
$781.79
$10.73
+$33.62
4.49%
0.94% 
$747.91
$12.71
-$338.12
31.13%
0.81% 
$639.90
$6.499
+$16.25
2.61%

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Allocation

Total Net Worth$81,952.93

Performance

Portfolio Performance

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Finance data from FactSet · LSX Data