Performance (?)
Page last updated
2:58 PM ET, 05/05/2022
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Walmart Inc. Common Stock
Tesla, Inc. Common Stock
$ 5,000.00
Portfolio Value
-$33.54 (-0.21%)
Day Change
+$33.54 (+0.21%)
YTD Change
KeyStats (?)
Portfolio return Inception
15.00%
Fixed income yield
18.00%
Equity return
34.00%
Portfolio volatility
12.04%
Sharpe ratio
1.02
Duration
10
Fixed income maturity
3Y
Next income
10/10/2022
Expected income
$ 1000.00
PnL (ROE%)
1.242 (40.88%)
Allocation Overview (?)
0.00%
$0.00
Title #0
Title #1
Title #2
Title #3
Title #4
Asset Class (?)
0.00%
$0.00
Title #0
Title #1
Title #2
Title #3
Title #4
Bond Equities (?)
0.00%
$0.00
Title #0
Title #1
Title #2
Title #3
Title #4
Jun 5, 2025
-
Jun 5, 2025
% Allocation
General Financial
Oil & Gas Producers
Mining
Construction & Materials
Valuation
Market Cap
Small
Medium
Large
29.00%
30.00%
27.00%
5.00%
4.00%
3.00%
1.00%
1.00%
0.00%
Value
Blend
Growth
Your selected accounts
Dow Jones U.S. Total Market Index

Level of risk

High
Moderate
Low
Symbol
Name
% of Weight
Price
Quantity
Asset Value
Performance
JPM
JP Morgan Chase & Co.
Common Stock
5.00
$168.55
+0.32 (+0.19%)
500.00
Created with Highcharts 11.4.6
6.12%
AAPL
Apple Inc.
Common Stock
8.00
$160.34
-1.09 (-0.68%)
500.00
Created with Highcharts 11.4.6
8.00%
TSLA
Tesla, Inc.
Common Stock
14.00
$1101.6465
-8.54 (-0.77%)
500.00
Created with Highcharts 11.4.6
12.23%
MSFT
Microsoft Corporation
Common Stock
3.00
$335.28
+2.341 (+0.69%)
500.00
Created with Highcharts 11.4.6
9.08%
GOOGL
Alphabet Inc. Class A
Common Stock
12.00
$2899.28
-16.36 (-0.56%)
500.00
Created with Highcharts 11.4.6
10.00%
Date / Time
Type
Description
Price
Amount
Fees & Commissions
Details
PDF
06/30/2021
23:00:40
Buy
Bought 0.002
AAPL @ 455.2715
$100.00
0.01
0.00
05/30/2021
19:00:24
Sell
Qualified Divided
(AAPL)
$100.00
-6.69
-0.12
04/30/2021
16:00:10
Sell
Bought 1 IBM
@ 124.99
$100.00
0.82
0.00
03/30/2021
10:03:21
Buy
Microsoft Corporation
Common Stock
$100.00
-0.82
-0.05
02/30/2021
11:32:42
Buy
Free Balance Interest
Adjustment
$100.00
-124.99
0.00
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DJIA
AAPL
161.84
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NASDAQ
NFLX
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S&P 500
AAPL
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Crude Oil 70.51
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Gold 1,892.77
+0.15%
US 10 Year 10.23
-1.22%

AS OF 09/12/2021 04:33 PM ET - Oil Gold, 10-Yr Bond Data Delayed by 10 min **

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