Welcome back, John
Last login: December 15, 2024 at 9:32 AM
This dashboard contains simulated data for demonstration purposes only
Total Portfolio Value
$1,247,832
+$42,156 (3.5%) YTD
Retirement Accounts
$842,950
+$28,432 (3.5%) YTD
Taxable Accounts
$324,882
+$11,224 (3.6%) YTD
Cash & Equivalents
$80,000
+$2,500 (3.2%) YTD
Dashboard
Portfolio Performance
Interactive Performance Chart
Portfolio growth visualization would display here
1 Month
+2.1%
YTD
+3.5%
1 Year
+11.2%
Asset Allocation
U.S. Stocks
42%
International Stocks
18%
Bonds
28%
Real Estate
6%
Cash
6%
Allocation Notes
Your portfolio is well-diversified and aligned with your moderate risk tolerance and 15-year time horizon.
Last Rebalanced: November 30, 2024
Next Review: Q1 2025
Recent Activity
| Date | Description | Account | Amount |
|---|---|---|---|
| Dec 15, 2024 | Quarterly Dividend - Vanguard Total Stock | IRA Account | +$1,247.50 |
| Dec 10, 2024 | Monthly Contribution | 401(k) Rollover | +$2,000.00 |
| Dec 5, 2024 | Rebalancing - Sold VTSAX | Taxable Account | -$5,500.00 |
| Dec 5, 2024 | Rebalancing - Bought VBTLX | Taxable Account | +$5,500.00 |
| Dec 1, 2024 | Interest Payment | Money Market | +$342.18 |