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Positions17
Dividend received$2.56
Investing since07.2024

Positions

Title
Weight
Position
P/L
20.15% 
$231.61
$112.65
-$13.53
5.52%
17.97% 
$206.54
$199.17
+$9.59
4.87%
10.28% 
$118.13
$612.08
-$4.15
3.39%
7.60% 
$87.36
$87.36
-$0.97
1.09%
7.37% 
$84.68
$84.68
+$11.57
15.82%
6.48% 
$74.50
$8.278
+$14.73
24.65%
6.22% 
$71.49
$71.49
-$1.29
1.77%
5.08% 
$58.38
$58.38
+$16.12
38.14%
4.92% 
$56.56
$56.56
+$5.07
9.85%
3.24% 
$37.28
$9.319
-$1.16
3.02%
2.51% 
$28.87
$5.774
+$0.28
0.98%
2.12% 
$24.35
$24.35
-$15.10
38.28%
1.94% 
$22.34
$7.447
-$0.54
2.38%
1.48% 
$17.04
$8.522
-$4.67
21.53%
1.31% 
$15.05
$7.526
+$3.95
35.60%
1.12% 
$12.89
$4.295
-$2.53
16.40%
Cash Balance logo
Cash Balance
0.20% 
$2.267
-

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Allocation

Total Net Worth$1,149.33

Performance

Portfolio Performance

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Finance data from FactSet · LSX Data