Investment Portfolio
Investment Performance
Portfolio Summary
Total Value
$32,680.15
Daily Change
+$382.45 (1.18%)
YTD Return
+12.4%
Risk Level
Moderate
Asset Allocation
TECH (35%)
SPY (25%)
EM (15%)
BOND (15%)
REIT (10%)
Your Investments
TECH
Tech Growth ETF
35% allocation
$11,438.05
+3.08%
SPY
S&P 500 Index Fund
25% allocation
$8,170.04
+1.21%
EM
Emerging Markets
15% allocation
$4,902.02
-2.91%
BOND
Bond Fund
15% allocation
$4,902.02
+0.50%
REIT
Real Estate REIT
10% allocation
$3,268.02
+2.04%
Market News
AI Investment Insights
Portfolio Rebalancing Opportunity
Your tech allocation is 5% higher than your target. Consider rebalancing to reduce risk and align with your long-term strategy.
Dividend Reinvestment
You have $320 in uninvested dividends. Reinvesting now would maximize your compound growth potential.