Portfolio Overview
Total Value:
$127,849.23
Today's Change:
+$2,147.85 (+1.71%)
Total Return:
+$27,849.23 (+27.8%)
Asset Allocation
Stocks:
65% ($83,102.00)
Bonds:
25% ($31,962.31)
REITs:
7% ($8,949.45)
Cash:
3% ($3,835.47)
Performance Metrics
1 Month:
+4.2%
1 Year:
+24.7%
3 Years (Annualized):
+18.3%
Last updated: August 25, 2025 at 10:30 AM EST