Investments
Build wealth for your future
Total Value
$142,850
Portfolio balance
Total Gain
+$18,420
+14.8% all time
Monthly Investment
$2,500
Auto-invested
Performance
8.5%
12-month return
Asset Allocation
US Stocks
On Target
60% (Target: 65%)
$85,710
International Stocks
On Target
20% (Target: 20%)
$28,570
Bonds
On Target
10% (Target: 10%)
$14,285
REITs
Over
5% (Target: 3%)
$7,142
Cash
Over
5% (Target: 2%)
$7,142
Holdings
| FUND | VALUE | SHARES | TODAY'S CHANGE | ALLOCATION |
|---|---|---|---|---|
VTSAX Vanguard Total Stock Market | $45,680 | 123.5 | +2.3% | 32% |
VTIAX Vanguard Total International | $28,570 | 89.2 | -0.8% | 20% |
VBTLX Vanguard Total Bond Market | $14,285 | 142.1 | +0.1% | 10% |
VNQ Vanguard Real Estate ETF | $7,142 | 8.9 | +1.8% | 5% |
VMOT Vanguard Ultra-Short Term Bond | $7,142 | 14.7 | +0.05% | 5% |
Investment Recommendations
AI Powered
Rebalance Portfolio
Your REITs allocation is 2% above target. Consider rebalancing.
Increase 401(k) Contribution
You could save $180/month in taxes by maxing out your 401(k).
Tax-Loss Harvesting
Potential tax savings of $420 available in your taxable account.