Portfolio Performance.
Holdings, target allocation, and projected returns for your growth plan.
Take the risk tolerance quiz
5 quick questions to get a recommended plan.
Portfolio value
$0
All sleeves
Today
+$0
+0.83%
Total gain
+$0
+0.00%
Est. annual return
9.20%
± 16.00% vol
Investment goal
Long-horizon capital appreciation
- Stocks45%
- ETFs22%
- Index Funds15%
- Bonds3%
- Retirement5%
- Crypto10%
Projected outcomes by goal
Estimated growth, income, and volatility for each goal — based on your current balance and monthly contribution.
Growth
ActiveLong-horizon capital appreciation
+$0 growth
$0
$0
1.4% yield
16%
± $0
Income
Steady dividends & yield
+$0 growth
$0
$0
3.8% yield
9%
± $0
Preservation
Protect capital, low drawdowns
+$0 growth
$0
$0
3.1% yield
5%
± $0
Growth compounds at each goal's expected net return with your current monthly contribution. Income assumes reinvested distributions. Volatility shown as annualized ±1σ.
Rebalance history
Every rebalance run, the target trades computed, and when they executed.
Holdings
Auto-rebalanced daily
Stocks
45% target$0
NVIDIA Corp
12.4 · $881
$0
+1.80% today
Apple Inc
48.2 · $224
$0
+0.60% today
Microsoft Corp
21 · $429
$0
-0.40% today
Johnson & Johnson
30.5 · $156
$0
+0.20% today
ETFs
22% target$0
Vanguard S&P 500
62.5 · $513
$0
+0.90% today
Invesco QQQ Trust
34.1 · $489
$0
+1.10% today
Index Funds
15% target$0
Total Stock Market
88 · $275
$0
+0.70% today
Total Intl Stock
120 · $63
$0
+0.30% today
Bonds
3% target$0
Total Bond Market
210 · $73
$0
-0.10% today
20+ Yr Treasury
45 · $92
$0
-0.30% today
Retirement
5% target$0
Target Retirement 2055
220 · $48
$0
+0.40% today
Crypto
10% target$0
Bitcoin
0.42 · $64,120
$0
+2.10% today
Ethereum
3.8 · $3,512
$0
+1.40% today