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Welcome back, Mr. Hartwell.
Account · RC-2008-3419 · Managed Portfolio
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Account Balance
$8,412,308.42
+$48,210 today
YTD Return
+14.62%
vs S&P +9.84%
Unrealized P/L
+$1,284,920
+18.04%
Cash Available
$412,308
Settled
Portfolio Performance
Trailing 12 months · Net of fees
MayJulSepNovJanMarToday
Allocation
Asset class breakdown
Equities52%
Fixed Income22%
Commodities12%
Digital Assets9%
Cash5%
Top Holdings
| Symbol | Qty | Price | 24h | Weight |
|---|---|---|---|---|
AAPL Apple Inc. | 850 | $187.42 | +1.24% | 18.4% |
MSFT Microsoft Corp. | 420 | $418.3 | +0.92% | 14.1% |
GOOGL Alphabet Inc. | 510 | $172.55 | +0.61% | 12.8% |
BTC Bitcoin | 1.85 | $68,420 | +1.84% | 9.2% |
GLD SPDR Gold Trust | 320 | $215.4 | +0.34% | 6.7% |
Recent Trades
- Buy NVDAApr 28 · Qty 120$905.18
- Sell EUR/USDApr 27 · Qty 250,000$1.082
- Buy GLDApr 26 · Qty 80$215.1
- Buy BTCApr 25 · Qty 0.42$67,200