Total Portfolio Value
$847,293.14
+$12,847.23 (+1.54%) today
Total Return
+4.2% MTD
+24.7%
$168,432 unrealized gains
Today's P&L
+1.54%
+$12,847
23 of 23 positions updated
Holdings
+2 this week
23
Across 5 sectors
Risk Score
Moderate
6.2/10
Beta: 1.14 · Sharpe: 1.82
Portfolio Performance
Portfolio
S&P 500 (Benchmark)
Holdings
| Asset | Shares | Avg Cost | Current Price | Trend | Total Value | P&L | Alloc % |
|---|---|---|---|---|---|---|---|
Apple Inc. AAPL |
482 | $168.42 | $189.84 | $91,502.88 | +$10,323.84 (+12.7%) | 10.8% | |
Microsoft MSFT |
215 | $362.17 | $415.20 | $89,268.00 | +$11,401.45 (+14.6%) | 10.5% | |
Alphabet Inc. GOOGL |
510 | $138.93 | $174.52 | $89,005.20 | +$18,150.90 (+25.6%) | 10.5% | |
Amazon.com AMZN |
420 | $178.25 | $205.47 | $86,297.40 | +$11,432.40 (+15.3%) | 10.2% | |
NVIDIA Corp. NVDA |
110 | $485.60 | $721.33 | $79,346.30 | +$25,929.30 (+48.5%) | 9.4% | |
Tesla Inc. TSLA |
310 | $262.80 | $248.42 | $77,010.20 | -$4,457.80 (-5.5%) | 9.1% | |
Meta Platforms META |
128 | $474.30 | $562.18 | $71,958.94 | +$11,249.44 (+18.5%) | 8.5% | |
Berkshire Hath. BRK.B |
145 | $408.15 | $452.90 | $65,670.50 | +$6,488.75 (+11.0%) | 7.8% |