My portfolio
Public investment portfolio tracker. Updated monthly.
Total value
$847,293
Total return
+38.2%
$234,567
YTD return
+11.8%
$89,234
Portfolio dynamics
Over the last 12 months
Holdings
| Ticker | Company | Qty | Price (current) | Weight |
|---|
Trades
All trades entered manually
| Date | Ticker | Side | Qty | Price | Total |
|---|
Dividends
Breakdown of the dividend amount included in total return
| Date | Ticker | Shares | Amount |
|---|
Monthly returns
Calculation: Modified Dietz (accounts for buys and sells)
Net flows: buys − sells (positive = invested, negative = withdrawn)
| Month | Return |
|---|
Yearly returns
Calculation: Modified Dietz (accounts for buys and sells)
Net flows: buys − sells (positive = invested, negative = withdrawn)
| Year | Return |
|---|
P/L by position
How much each ticker contributed over the entire holding period. Formula: current value − invested (excludes dividends).
| Ticker | Invested | Current value | P/L |
|---|
Disclaimer: The information on this page is provided for educational purposes only and reflects the author's personal experience. It is not investment advice. Past performance does not guarantee future returns. Consult a financial adviser before making investment decisions.