Portfolio Overview

Live data · Last updated 11:31 AM EST · Jun 2, 2026

Total Portfolio Value

$4,847,320
+1.84%today

Daily P&L

+$87,612
+1.84%vs yesterday

YTD Return

+22.4%
+22.40%

Portfolio Beta

1.24
vs S&P 500 benchmarkAbove target range

Sharpe Ratio (1Y)

1.87
+0.12%vs 6M

Dividend Yield

3.42%
+0.18%vs prior year

Portfolio Health Score

84/100
+3.00%pts this month

Portfolio Performance

vs S&P 500 benchmark

Asset Allocation

Target vs current weights

Global Equities
42%
Fixed Income
22%
ETFs
16%
Commodities
8%
Cryptocurrency
7%
Cash & Equiv.
5%

Open Positions

Trade
SYMBOLCLASSQTYAVG COSTPRICEMKT VALUE UNREALIZED P&L WEIGHT BETA ACTION

T-BILL-2Y

US Treasury 2Y Note

Bond500,000$98.44$97.82$489,100
$-3,100-0.6%
10.1%
0.02Trade

AGG

iShares Core US Agg Bond

ETF4,800$98.12$96.84$464,832
$-6,144-1.3%
9.6%
0.12Trade

NVDA

NVIDIA Corp.

Equity520$480.30$892.44$464,069
+$214,273+85.8%
9.6%
1.74Trade

VTI

Vanguard Total Stock Mkt

ETF1,640$204.18$248.36$407,310
+$72,455+21.6%
8.4%
1.01Trade

GLD

SPDR Gold Shares

Commodity1,820$172.40$214.62$390,608
+$76,840+24.5%
8.1%
0.08Trade

BTC

Bitcoin

Crypto4.82$38,420.00$67,840.00$327,069
+$141,812+76.5%
6.7%
1.42Trade

ETH

Ethereum

Crypto84.5$1,840.00$3,612.00$305,214
+$149,682+96.3%
6.3%
1.68Trade

MSFT

Microsoft Corp.

Equity680$312.80$432.18$293,882
+$81,136+38.2%
6.1%
0.97Trade

AAPL

Apple Inc.

Equity1,240$156.42$218.74$271,237
+$77,176+39.8%
5.6%
1.19Trade

XOM

Exxon Mobil Corp.

Equity1,100$98.74$112.38$123,618
+$15,004+13.8%
2.6%
0.88Trade

AMZN

Amazon.com Inc.

Equity420$142.60$198.74$83,471
+$23,579+39.4%
1.7%
1.31Trade

TSLA

Tesla Inc.

Equity380$248.40$186.22$70,764
$-23,639-9.4%
1.5%
2.14Trade

Showing 12 of 12 positions

Total Market Value: $3,599,957

AI Insights

4 recommendations

Rebalancing Opportunity

NVDA now represents 9.6% of portfolio, exceeding your 8% equity concentration limit. Consider trimming $72K.

Beta Exposure Elevated

Portfolio beta of 1.24 is above your 1.10 target. Crypto and TSLA positions are primary contributors.

Tax-Loss Opportunity

TSLA (-9.4%) and AGG (-1.3%) positions eligible for tax-loss harvesting. Estimated $8,200 tax benefit.

Income Gap Detected

Current 3.42% dividend yield is below your 4.0% income target. Consider adding dividend ETFs.

GO

GOOGL

Alphabet Inc.

$178.42

+1.33%
ME

META

Meta Platforms

$524.18

-1.64%
NF

NFLX

Netflix Inc.

$692.40

+2.10%
SO

SOL

Solana

$182.34

-2.90%
JP

JPM

JPMorgan Chase

$218.96

+0.85%
PL

PLTR

Palantir Tech.

$42.18

+7.99%

Recent Transactions

NVDA

-$17,849

Buy · 20 units

Jun 2, 11:14 AM

TSLA

+$9,311

Sell · 50 units

Jun 2, 09:48 AM

BTC

-$8,141

Buy · 0.12 units

Jun 1, 03:22 PM

VTI

+$1,247

Dividend

Jun 1, 12:00 PM

GLD

-$17,170

Buy · 80 units

May 31, 10:32 AM

AGG

+$19,368

Sell · 200 units

May 30, 02:15 PM

Economic Calendar

US Non-Farm Payrolls

Jun 4 · 8:30 AM EST

Forecast

185K

ISM Services PMI

Jun 5 · 10:00 AM EST

Forecast

53.4

US CPI (YoY)

Jun 11 · 8:30 AM EST

Forecast

3.1%

FOMC Rate Decision

Jun 12 · 2:00 PM EST

Forecast

Hold 5.25%

US Retail Sales MoM

Jun 14 · 8:30 AM EST

Forecast

+0.4%

ECB Policy Statement

Jun 20 · 9:00 AM EST

Forecast

Cut 25bps