Total Investment
$1,245,678
+12.3% from last month
Total Returns
+$187,432
+15.0% YTD Performance
Portfolio Value
$1,433,110
+8.7% this quarter
Active Funds
3
Diversified across sectors
Portfolio Allocation
Asset distribution by fund
Global Equities
45%Fixed Income
35%Alternative Assets
20%Performance Summary
Returns over different periods
1 Month+2.4%
3 Months+8.7%
YTD+15.0%
1 Year+18.3%
Since Inception+42.7%
Recent Transactions
Latest activity in your portfolio
Dividend Payment
Global Equities Fund
+$1,240
Oct 15, 2024
Capital Investment
Fixed Income Fund
$50,000
Oct 10, 2024
Interest Payment
Fixed Income Fund
+$875
Oct 1, 2024
Portfolio Rebalancing
Alternative Assets
$25,000
Sep 28, 2024