Portfolio / Overview
Your Portfolio
All accounts consolidated. Last updated today at 14:28
M
Marcus Boone
Free plan
Total Portfolio Value
$1,284,720
▲ +$142,118 (10.8%) / Today
$184,720
Cash
$1,100,000
Investments
$9,420
Interest
Equities 10%
Fixed Income 30%
Real Estate 20%
Alternatives 30%
Cash 10%
LAST 30 DAYS
+$24,318
▼ -$3.3% / Today
INTEREST EARNED
+$112,480
▲ $20.3% / Today
CONTRIBUTIONS
$9,420
▼ -$29.2% / Today
CONTRIBUTIONS
+$184,720
▼ -$17.2% / Today
PERFORMANCE YTD
0.84
▼ -$19.1% / Today
Performance
Last 12 months
Allocation
Total allocation
$1.28M
Equities
E667/254
Fixed
J667/254