Dashboard

Portfolio Value:

$478,293.06

Investments Value:

$364,335.83

Settled Cash:

$113,957.23

Day Change:

$1,884.17 (0.39%)

Total Change:

-$214,888.56 (-44.93%)

Asset Class Allocation

StockCryptoETFBond29.8%17.6%13.8%38.8%
Stock108,663.3
Crypto63,942.758
ETF141,335.2
Bond50,394.575

Total Portfolio Allocation

StockCryptoETFBondCash22.7%13.4%23.8%10.5%29.5%
Stock108,663.3
Crypto63,942.758
ETF141,335.2
Bond50,394.575
Cash113,957.23

Historical Performance

Jan 2024Jan 2025Sep 2023Nov 2023Mar 2024May 2024Jul 2024Sep 2024Nov 2024Mar 2025May 2025340,000360,000380,000400,000420,000440,000460,000480,000
Sep 1, 2023345,689.56
Oct 1, 2023365,464.9
Nov 1, 2023354,685.47
Dec 1, 2023376,855.23
Jan 1, 2024366,855.68
Feb 1, 2024395,000.67
Mar 1, 2024406,340.93
Apr 1, 2024422,674.58
May 1, 2024414,468.92
Jun 1, 2024425,152.71
Jul 1, 2024433,675.45
Jun 1, 2025478,293.063

Holdings

Ticker Asset Class Quantity Average Price Total Price Current Price Day Change Total Return
AAPL
Stock 100 $200.00 $20,000.00 $218.18 $1,040.95 (0.05%) $1,818.00 (9.09%)
MSFT
Stock 70 $250.00 $17,500.00 $420.98 -$1,341.45 (-0.05%) $11,968.60 (68.39%)
NVDA
Stock 80 $250.00 $20,000.00 $105.94 -$33.58 (-0.00%) -$11,524.80 (-57.62%)
META
Stock 60 $250.00 $15,000.00 $463.97 $97.81 (0.00%) $12,838.20 (85.59%)
GOOG
Stock 40 $250.00 $10,000.00 $299.72 -$581.21 (-0.05%) $1,988.80 (19.89%)
AMZN
Stock 50 $250.00 $12,500.00 $181.49 $385.11 (0.04%) -$3,425.50 (-27.40%)
BTC
Crypto 0.2445 $15,468.39 $3,782.02 $104,662.11 $267.09 (0.01%) $21,807.87 (576.62%)
ETH
Crypto 1.2323 $3,209.80 $3,955.44 $2,522.51 $11.19 (0.00%) -$846.94 (-21.41%)
USDT
Crypto 10000 $1.00 $10,000.00 $1.00 $0.30 (0.00%) $3.63 (0.04%)
BNB
Crypto 20.34 $576.83 $11,732.72 $656.51 $65.44 (0.00%) $1,620.72 (13.81%)
SOL
Crypto 12.13 $185.92 $2,255.21 $155.72 $17.04 (0.01%) -$366.33 (-16.24%)
USDC
Crypto 10000 $1.00 $9,999.00 $1.00 $0.01 (0.00%) -$0.57 (-0.01%)
SPY
ETF 80 $250.00 $20,000.00 $541.97 -$1,383.08 (-0.03%) $23,357.60 (116.79%)
VOO
ETF 80 $250.00 $20,000.00 $498.06 $1,741.08 (0.04%) $19,844.80 (99.22%)
VTI
ETF 80 $250.00 $20,000.00 $268.49 $281.25 (0.01%) $1,479.20 (7.40%)
QQQ
ETF 80 $250.00 $20,000.00 $458.17 $1,244.10 (0.03%) $16,653.60 (83.27%)
US1Y
Bond 1000 $250.00 $250,000.00 $4.57 -$115.17 (-0.03%) -$245,427.50 (-98.17%)
US5Y
Bond 150 $250.00 $37,500.00 $99.86 -$173.14 (-0.01%) -$22,521.68 (-60.06%)
US10Y
Bond 150 $250.00 $37,500.00 $101.88 $470.61 (0.03%) -$22,217.58 (-59.25%)
US30Y
Bond 150 $250.00 $37,500.00 $103.74 -$110.17 (-0.01%) -$21,938.67 (-58.50%)

Allocations

Stock Allocation

AAPLMSFTNVDAMETAGOOGAMZN20.1%27.1%11%25.6%
AAPL21,818
MSFT29,468.6
NVDA8,475.2
META27,838.2
GOOG11,988.8
AMZN9,074.5

Crypto Allocation

BTCETHUSDTBNBSOLUSDC40%15.6%20.9%15.6%
BTC25,589.887
ETH3,108.492
USDT10,003.628
BNB13,353.442
SOL1,888.877
USDC9,998.432

ETF Allocation

SPYVOOVTIQQQ30.7%25.9%15.2%28.2%
SPY43,357.6
VOO39,844.8
VTI21,479.2
QQQ36,653.6

Bond Allocation

US1YUS5YUS10YUS30Y9.1%29.7%30.9%30.3%
US1Y4,572.5
US5Y14,978.325
US10Y15,282.42
US30Y15,561.33

John Doe

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