Portfolio
Manage your investment portfolios and track performance
Aggressive Growth
High-risk, high-reward portfolio focused on growth stocks
15.2%
Total Value
$75,430.5
Target
$100,000
Progress75.4%
Daily Change+0.8%
Balanced Portfolio
Moderate risk with balanced allocation between stocks and bonds
8.5%
Total Value
$42,500
Target
$50,000
Progress85.0%
Daily Change+0.2%
Conservative Income
Low-risk portfolio focused on income generation and capital preservation
4.2%
Total Value
$7,500
Target
$10,000
Progress75.0%
Daily Change+0.1%
Aggressive Growth - Summary
$75,430.5
Total Value
+15.2%
Total Return
$100,000
Target Value
2
Holdings
Current Holdings
Funds currently held in this portfolio
| Fund | Shares | Avg Cost | Current Price | Value | Allocation | Return | Actions |
|---|---|---|---|---|---|---|---|
Tech Growth ETF TECH | 150 | $98.50 | $125.50 | $18,825 | 65.2% | 27.4% | |
S&P 500 Index Fund SPY | 80 | $410.25 | $450.25 | $36,020 | 34.8% | 9.7% |