Performance Tracking

Portfolio Performance

Track your investment performance, analyze holdings, and monitor portfolio metrics in real-time.

Total Value

$125,430

+12.4%

YTD Return

+8.7%

+1.2%

Dividends

$2,840

+5.3%

Risk Score

Low

Stable

Portfolio Holdings

Bronze ETF

Allocation: 25%

$31,357

+6.8%

Gold ETF

Allocation: 35%

$43,900

+12.3%

Diamond ETF

Allocation: 20%

$25,086

+15.7%

Medallion Fund

Allocation: 20%

$25,087

+18.2%

Performance History

12-Month Performance

Total portfolio return

+12.4%

vs. S&P 500 +10.2%

Performance chart visualization

Performance by Period

1 Month

+1.8%

Benchmark: +1.2%

3 Months

+4.2%

Benchmark: +3.1%

6 Months

+7.9%

Benchmark: +6.5%

1 Year

+12.4%

Benchmark: +10.2%

Important Information

Past performance is not indicative of future results. Investment values fluctuate, and investors may lose money. Performance data is net of fees and expenses. Benchmark comparisons are provided for informational purposes only.