S&P 5005,247.00+0.43%|
NASDAQ16,432.00+0.61%|
DOW38,954.00-0.12%|
Russell 2K2,089.00+0.28%|
VIX14.80-2.1%|
10Y Treasury4.42%+0.02%|
Gold$2,318+0.42%|
BTC$62,480+1.84%|
S&P 5005,247.00+0.43%|
NASDAQ16,432.00+0.61%|
DOW38,954.00-0.12%|
Russell 2K2,089.00+0.28%|
VIX14.80-2.1%|
10Y Treasury4.42%+0.02%|
Gold$2,318+0.42%|
BTC$62,480+1.84%|
S&P 5005,247.00+0.43%|
NASDAQ16,432.00+0.61%|
DOW38,954.00-0.12%|
Russell 2K2,089.00+0.28%|
VIX14.80-2.1%|
10Y Treasury4.42%+0.02%|
Gold$2,318+0.42%|
BTC$62,480+1.84%|
Markets Open
AR

Good morning, Alex

Portfolio value $74,141 · +$16,794 total gain · 3 goals need attention

36 holdings across 6 goals

Your Life Goals

View all →

Own My Place

$23,400

of $60,000

+$848 gain · 4 holdings

Transition Mode2 yrs

Launch My Brand

$18,750

of $25,000

+$744 gain · 4 holdings

Safe Mode14 mo

Retire Free

$47,200

of $1.2M

+$13,146 gain · 9 holdings

Growth Mode31 yrs

Kid's College Fund

$31,500

of $120,000

+$787 gain · 8 holdings

Growth Mode15 yrs

Dream Trip: Japan

$7,800

of $12,000

+$302 gain · 5 holdings

Safe Mode8 mo

Emergency Shield

$14,200

of $20,000

+$967 gain · 6 holdings

Safe Mode6 mo

Portfolio Performance

Total value across all life goals

Total Value

$211,538

Contributions

$15,600

Total Gain

$+70,797

All-Time High

$211,538

Holdings Heatmap

Position size by value · Color by daily % change · 36 positions

-3%+3%

NVDA

+8.32%

AVGO

+2.14%

BRK-B

+0.22%

META

+1.18%

SHY

-0.04%

BIL

+0.01%

VTI

+0.43%

TLT

-0.34%

QQQ

+0.61%

SGOV

+0.01%

VCIT

-0.09%

JPM

+0.62%

GOOGL

+0.94%

IEF

-0.18%

AMZN

+1.42%

MA

+0.38%

AGG

-0.12%

MSFT

+0.87%

SHV

+0.02%

V

+0.43%

MUB

-0.06%

UNH

-0.21%

HYG

-0.14%

AAPL

+1.24%

LLY

-0.21%

BND

-0.08%

TSLA

+3.42%

GLD

+0.42%

Allocation by Life Goal

Current vs target allocation per glide path

63%

Own My Place

Transition Mode

$8.5k

43%

Launch My Brand

Safe Mode

$7.5k

85%

Retire Free

Growth Mode

$31.7k

47%

Kid's College Fund

Growth Mode

$13.5k

8%

Dream Trip: Japan

Safe Mode

$6.6k

92%

Emergency Shield

Safe Mode

$6.4k

Market Indices

S&P 500

5,247

+0.43%

+$22.58

NASDAQ

16,432

+0.61%

+$99.84

DOW

38,954

-0.12%

$46.74

Russell 2000

2,089

+0.28%

+$5.85

Macro Environment

Key economic indicators affecting your goals

Fed Funds Rate

5.25%

High borrowing costs

CPI

3.1%

Inflation cooling

Core CPI

3.4%

Sticky core inflation

Unemployment

3.9%

Near full employment

GDP Growth

2.1%

Steady expansion

10Y Treasury

4.42%

Elevated yields

VIX

14.8

Low fear

Today's Top Movers

Top Gainers

NVDA

NVIDIA Corporation

$878.40

+8.32%

Earnings Beat

ARM

Arm Holdings plc

$142.80

+6.17%

Analyst Upgrade

SMCI

Super Micro Computer

$92.40

+5.84%

Product Launch

CRWD

CrowdStrike Holdings

$348.20

+4.93%

Guidance Raise

DKNG

DraftKings Inc.

$46.80

+4.21%

Partnership Deal

PLTR

Palantir Technologies

$24.80

+3.97%

Govt Contract

MSTR

MicroStrategy Inc.

$1842.40

+3.74%

BTC Surge

TSLA

Tesla Inc.

$171.05

+3.42%

Delivery Beat

SQ

Block Inc.

$82.40

+3.18%

Revenue Beat

SNOW

Snowflake Inc.

$168.40

+3.05%

Partnership

Top Losers

INTC

Intel Corporation

$31.20

-9.84%

Guidance Cut

PFE

Pfizer Inc.

$26.80

-6.32%

Pipeline Failure

MPW

Medical Properties Trust

$3.84

-5.71%

Dividend Cut

PARA

Paramount Global

$11.24

-4.89%

Subscriber Loss

WBD

Warner Bros. Discovery

$7.82

-4.30%

Earnings Miss

CVS

CVS Health Corporation

$54.40

-3.92%

Margin Pressure

DG

Dollar General Corporation

$138.20

-3.57%

Comp Sales Miss

NYCB

New York Community Bancorp

$3.24

-3.21%

Credit Concerns

BA

Boeing Company

$178.40

-3.08%

Safety Review

NKE

Nike Inc.

$91.20

-3.02%

Revenue Miss