Total Portfolio Value
$285,000.00
+$1,197.82(+0.42%)
As of Mar 15, 2024, 4:00 PM EST
Asset Allocation
Stocks60%
$171,019.22
Bonds25%
$71,241.66
Crypto10%
$28,495.00
Cash5%
$14,244.12
AI Insights
Powered by portfolio analysis
Observation
Your portfolio is up 18.5% year-to-date, outperforming the S&P 500 by 3.2 percentage points. Strong performance in tech holdings (NVDA, AAPL, MSFT) has been the primary driver.
Recommendation
Consider rebalancing your stock allocation. At 60%, it exceeds your target of 55% for a moderate risk profile. Trimming VOO by $14,000 would bring stocks back to target.
Recommendation
Your bond allocation at 25% is below the recommended 30% for someone approaching retirement. Consider gradually increasing BND holdings over the next 6-12 months.
Performance
Holdings
Ticker | Name | Shares | Price | Value | Gain/Loss | Class |
|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 253.00 | $502.12 | $127,036.36 | +$19,536.36 (+18.17%) | Stocks |
| BND | Vanguard Total Bond Market ETF | 987.00 | $72.18 | $71,241.66 | -$1,408.34 (-1.94%) | Bonds |
| BTC | Bitcoin | 0.42 | $67,845.24 | $28,495.00 | +$8,845.00 (+45.01%) | Crypto |
| SPAXX | Fidelity Government Money Market | 14,244.12 | $1.00 | $14,244.12 | +$144.12 (+1.02%) | Cash |
| NVDA | NVIDIA Corp. | 15.00 | $878.35 | $13,175.25 | +$7,190.25 (+120.14%) | Stocks |
| MSFT | Microsoft Corp. | 28.00 | $415.50 | $11,634.00 | +$3,034.00 (+35.28%) | Stocks |
| AAPL | Apple Inc. | 45.50 | $178.72 | $8,131.76 | +$2,631.76 (+47.85%) | Stocks |
| JNJ | Johnson & Johnson | 42.00 | $156.80 | $6,585.60 | +$485.60 (+7.96%) | Stocks |
| AMZN | Amazon.com Inc. | 25.00 | $178.25 | $4,456.25 | +$806.25 (+22.09%) | Stocks |