ABCDEFGHIJKLMNOPQRSTUVWXYZ
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SectionCostValueP/LAllocation
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Mega-Caps$112,996$94,458-16%36%
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Mid-Caps$99,746$54,788-45%21%
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Moonshots$32,666$16,445-50%6%
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Cash--$98,467--37%
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Total$298,766$264,158-12%100%
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15th of the MonthValue:P / L
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Start$298,7660%
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2021:December$322,0468%
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2022:January$292,519-2%
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February$290,087-3%
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March$261,948-12%
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April$277,501-7%
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May$271,966-9%
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June$227,213-24%
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July$276,573-7%
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August$288,425-3%
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September
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October
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November
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December
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2023:January
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February
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March
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April
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May
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June
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July
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August
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September
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October
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November
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December
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