1 | Purchase Date: | Price Now | Individual Profit / Loss | Risk Score - 4 | Risk Score - 7.5 | ||||
|---|---|---|---|---|---|---|---|---|---|
2 | 12/31/2020 | 9/25/2021 | |||||||
3 | Ticker | Purchase Price | Price Now | Individual Fund Profit / Loss | Percent Allocation | Percent Allocation | |||
4 | 1 | VTI | $194.64 | $229.64 | 17.98% | 30.00% | 5.39% | 21.00% | 3.78% |
5 | 2 | VEA | $47.21 | $51.95 | 10.04% | 13.00% | 1.31% | 18.00% | 1.81% |
6 | 3 | VWO | $50.11 | $50.39 | 0.56% | 9.00% | 0.05% | 15.00% | 0.08% |
7 | 4 | VIG | $141.17 | $158.26 | 12.11% | 7.00% | 0.85% | 15.00% | 1.82% |
8 | 5 | DJP | $21.90 | $28.70 | 31.05% | 6.00% | 1.86% | 0.00% | 0.00% |
9 | 6 | MUB | $117.20 | $116.69 | -0.44% | 35.00% | -0.15% | 0.00% | 0.00% |
10 | 7 | VNQ | $84.93 | $104.83 | 23.43% | 0.00% | 0.00% | 14.00% | 3.28% |
11 | 8 | LQD | $138.13 | $134.92 | -2.32% | 0.00% | 0.00% | 10.00% | -0.23% |
12 | 9 | EMB | $115.91 | $110.94 | -4.29% | 0.00% | 0.00% | 7.00% | -0.30% |
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14 | Indexes: | YTD | YTD | YTD | |||||
15 | SPY | $373.88 | $443.91 | 18.73% | 9.31% | 10.23% | |||
16 | QQQ | $313.74 | $373.33 | 18.99% | |||||
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