Portfolio
Portfolio Value
$16,236.3818.2%
Initial Investment
$12,500
Total Gain
+$3,300
+26.4%
Annual Return
+22.8%
Dividend Yield
1.8%
Your Holdings
| Symbol | Name | Shares | Avg. Cost | Price | Value | Weight | Gain/Loss | Actions |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 15 | $160.75 | $187.68 | $2815.20 | 17.5% | $404.25 (16.75%) | |
| MSFT | Microsoft Corp. | 10 | $380.25 | $419.65 | $4196.50 | 26.1% | $394.00 (10.35%) | |
| GOOGL | Alphabet Inc. | 8 | $125.50 | $148.90 | $1191.20 | 7.4% | $187.20 (18.65%) | |
| AMZN | Amazon.com Inc. | 12 | $150.80 | $182.41 | $2188.92 | 13.6% | $379.32 (20.96%) | |
| NVDA | NVIDIA Corp. | 5 | $780.40 | $950.02 | $4750.10 | 29.5% | $848.10 (21.73%) | |
| JPM | JPMorgan Chase & Co. | 6 | $160.25 | $182.41 | $1094.46 | 6.8% | $133.00 (13.83%) |