Performance Analytics

Last updated: July 2023

Total Returns

+24.8%

+2.3% this month

Portfolio Value

$84,392

+$1,240 today

Monthly Returns

Performance Chart

High

$86,420

Low

$82,150

Avg

$84,285

Asset Distribution

Asset Distribution
Stocks 45%
Bonds 30%
Real Estate 25%

Monthly Summary

July 2023

28 transactions

+$1,840

+2.3%

June 2023

32 transactions

+$2,150

+2.8%

May 2023

25 transactions

-$420

-0.5%