Portfolio Overview (DRP)
Your Portfolio: Wealth Tribe
Contributions: $9,087
Shares Held: 253
Current Value: $20,123.99
Cash Carry: $20.61
| Capital Gain | Total Return | % Return |
|---|---|---|
| $11,036.99 | $11,036.99 | 14.0%p.a. |
Progress Over Time
$20k
4Y
+20%
$15k
3Y
+15%
$12k
2Y
+10%
$8k
1Y
+5%
Inception ($0)
ETF Snapshot
| ETF | Weight | Value | 3Y p.a. |
|---|---|---|---|
| VGS | 32% | $4,237 | 8.5% |
| VHY | 25% | $3,310 | 7.9% |
| IVV | 25% | $3,310 | 9.2% |
| REIT | 8% | $1,059 | 4.8% |
| VBND | 10% | $1,324 | 3.1% |
| Total | 100% | $13,240 | 8.1% |
⚠️ VGS overweight by +2%. Consider rebalancing.
ℹ️ REIT underweight by -2%. Consider rebalancing.