Investments
Assets, portfolio performance and ROI
Allocation
68%
Equities
68% of portfolio
Portfolio value
$312,000.00
+14.2%
ROI (YTD)
+14.2%
Holdings
AssetTypeValueROI
Index fund — VTIFund$142,000.00+16.1%
AAPLStock$58,400.00+9.8%
BTCCrypto$41,200.00+22.4%
Angel — Nova StudioBusiness investment$70,400.00+6.0%