U
User
Investment Portfolio
Track and manage your investment portfolio
Total Portfolio Value
$11,997.00
Average Return
7.55%
Total Assets
4
| Name | Type | Value | Allocation | Return |
|---|---|---|---|---|
S&P 500 ETF SPY | ETF | $5,250.75 | 45% | +8.2% |
Tech Growth Fund TECH | Mutual Fund | $3,120.50 | 25% | +12.5% |
Bond Market ETF BND | ETF | $2,400.25 | 20% | +3.8% |
Real Estate Trust REIT | REIT | $1,225.50 | 10% | +5.7% |