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Full time RN w/ a fascination in long term investing with goals of reaching financial freedom asap! Here to publicly share my portfolio along the way!


Positions23
Dividend received$997.68
Investing since01.2023

Positions

Title
Weight
Position
P/L
Vanguard Target 2065 logo
Vanguard Target 2065
20.11% 
$26,575.33
+$4,018.26
17.81%
15.60% 
$20,615.24
$535.20
-$786.30
3.67%
Vanguard Target 2065 logo
Vanguard Target 2065
11.50% 
$15,196.86
+$1,836.65
13.75%
5.39% 
$7,117.94
$287.95
-$296.02
3.99%
SS S&P 500 Index logo
SS S&P 500 Index
5.12% 
$6,767.85
+$636.44
10.38%
SS S&P 500 Index logo
SS S&P 500 Index
4.18% 
$5,528.02
+$317.70
6.10%
2.32% 
$3,067.04
$28.24
-$313.57
9.28%
2.20% 
$2,907.96
$193.40
+$460.26
18.80%
2.18% 
$2,882.71
$408.61
-$106.63
3.57%
2.17% 
$2,865.36
$212.17
-$84.26
2.86%
1.73% 
$2,285.79
$103.90
-$138.06
5.70%
0.95% 
$1,254.06
$307.59
-$29.13
2.27%
0.82% 
$1,080.54
$219.67
+$237.48
28.17%
0.81% 
$1,073.02
$92.17
-$61.14
5.39%
0.57% 
$754.05
$396.03
+$255.67
51.30%
0.55% 
$725.80
$141.84
-$151.71
17.29%
0.41% 
$547.05
$506.06
-$24.79
4.34%
0.41% 
$539.10
$51.73
-$210.49
28.08%
0.21% 
$273.89
$61.37
-$4.60
1.65%
0.00% 
$1.52
$1.00
+$0.00
0.00%
0.00% 
$0.00
+$0.00
0.00%

Sold

Allocation

Total Net Worth$132,122.87

Performance

Portfolio Performance

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