Investments
What this fictional household actually owns, broken down by holding.
Total portfolio value
$38,180.00
Total gain / loss
+$3,480.00
Total dividend income
$552.05
By container
| Account | Current value | Gain / loss | Dividends |
|---|---|---|---|
| Brokerage Account | $14,490.00 | +$990.00 | $203.25 |
| 401(k) Retirement | $23,690.00 | +$2,490.00 | $348.80 |
Allocation by asset type
- Retirement Fund46.6%
- ETF24.8%
- Bond15.4%
- Stock13.2%
Allocation by sector
- Other / Not Applicable86.8%
- Real Estate7.6%
- Technology5.6%
Brokerage Account
Investment3 holdings
$9,450.00+$1,450.00 (+18.1%)
NexaTech Inc.
StockTechnology
$2,150.00-$850.00 (-28.3%)
Meridian REIT Trust
StockReal Estate
$2,890.00+$390.00 (+15.6%)
401(k) Retirement
Retirement2 holdings
Target Retirement 2050 Fund
Retirement Fund
$17,800.00+$2,800.00 (+18.7%)
$5,890.00-$310.00 (-5.0%)