Welcome Josh,

Current Balance

$354.5k

+$10.9k Since last month
Total Earnings

$1256

-2% Since last month
Active Portfolio

7.54M

+ $0.8M Since last month
Monthly ROI

18.34%

+2.32% Since last month
Monthly Rate of Returns
1
Equities
+3.4%
2
Bonds
-1.2%
3
Private Equity
+5.7%
4
Real Estate
+1.1%

North America 45%

Europe 30%

Asia 25%

Deposit
Feb 25, 2025
+ $5,000
Withdrawal
Feb 22, 2025
- $2,000
Dividend Payout
Feb 10, 2025
+ $500

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