KiD Kapital - Portfolio, Cash Flow + Trade History
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DollarsAllocation %Shares Held
Current Price/Share
Expense Ratio
YearGoalKiDS&P 500
Avg. Investor
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Active Investments64.53%
Avg. Rate of Return
7.00%10.62%9.19%2.22%
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DIS$24,323.408.26%180$135.130.00%20167.00%7.40%11.96%5.00%
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ZG$127,140.7043.17%3,643$34.900.00%20177.00%35.31%21.83%11.34%
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SPOT$10,219.593.47%69$148.110.00%20187.00%-10.84%-6.23%-9.68%
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GRUB$7,457.232.53%121$61.630.00%20197.00%
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RDFN$5,025.601.71%288$17.450.00%20207.00%
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Private Company$15,879.755.39%63,519-0.00%
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S&P 5007.05%
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VOO$9,590.403.26%36$266.400.05%
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S&P 500 (401k)$6,979.732.37%N/AN/A
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VTI$3,254.901.11%22$147.950.40%
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VIG$936.720.32%8$117.09
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VOOV$1,323.840.45%12$110.320.15%
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Emerging Markets10.61%
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VWO$12,780.804.34%320$39.940.14%
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SPEM$7,102.002.41%212$33.500.11%
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EM (401k)$6,576.372.23%N/AN/A
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VWO$4,792.801.63%120$39.940.40%
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Small Cap10.60%
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VB$22,908.217.78%151$151.710.06%
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Mid-Cap (401k)$2,593.580.88%N/AN/A
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Small Cap (401k)$5,719.961.94%N/AN/A
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International1.01%
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World ex-US (401k)
$413.030.14%N/AN/A
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VEA$2,570.100.87%65$39.54
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Real Estate0.99%
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VNQ$2,918.080.99%32$91.190.40%
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Leverage10.24%
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Margin$27,351.5410.24%N/AN/A3.90% APR
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Cash5.24%
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Emergency Fund$12,000.004.49%N/AN/A2.25% APR
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USD$2,000.000.75%N/AN/AN/A
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Portfolio Value$267,155.25
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Last Updated8/21/19
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