2 things need your attention
View brief →Net worth
$1,343,520
+$4,759 today
Market gains
$919,620
217% on contributions
Cash
$37,840
2.8% of portfolio
Today vs S&P
+0.36%
SPY +0.41% • -0.05pp
Today's brief
6 items • generated 6:02p CT
Semiconductor concentration at 51% of equities — NVDA + AMD + AVGO + TSM combined exceed your 35% sector cap. Consider trimming or hedging.
TSLA wash-sale window — 16 days left — You realized a $4,820 loss on TSLA. Rebuying before 2026-05-12 voids the deduction.
NVDA earnings AMC tonight — Your 320 shares (=$223,488) report after close. Implied move ±8.3%.
Net worth over time
Total value vs cumulative contributions — the gap is your market gains.
$1,343,520
+$269,387 (+25.08%) over 1Y
Total value
$1,343,520
Contributed
$423,900
+$74,300 this period
Market gains
$919,620
216.9% on contributions
Performance YTD
vs benchmarks. Tap for full breakdown.
You
+18.4%
S&P 500
+9.1%
+9.3pp
60/40
+5.8%
+12.6pp
You're ahead of the S&P by 9.3 points YTD. On $1,343,520, that's about $124,947 of extra value vs sitting in the index.