1 | Purchase Date: | Price Now | Individual Profit / Loss | Risk Score - 4 | Risk Score - 7.5 | ||||
|---|---|---|---|---|---|---|---|---|---|
2 | 12/31/2018 | 2/21/2019 | |||||||
3 | Ticker | Purchase Price | Price Now | Individual Fund Profit / Loss | Percent Allocation | Percent Allocation | |||
4 | 1 | VTI | $127.63 | $143.32 | 12.29% | 30.00% | 3.69% | 21.00% | 2.58% |
5 | 2 | VEA | $37.10 | $40.75 | 9.84% | 13.00% | 1.28% | 18.00% | 1.77% |
6 | 3 | VWO | $38.10 | $41.46 | 8.82% | 9.00% | 0.79% | 15.00% | 1.32% |
7 | 4 | VIG | $97.95 | $108.66 | 10.93% | 7.00% | 0.77% | 15.00% | 1.64% |
8 | 5 | DJP | $21.22 | $22.76 | 7.26% | 6.00% | 0.44% | 0.00% | 0.00% |
9 | 6 | MUB | $109.04 | $109.81 | 0.71% | 35.00% | 0.25% | 0.00% | 0.00% |
10 | 7 | VNQ | $74.57 | $84.54 | 13.37% | 0.00% | 0.00% | 14.00% | 1.87% |
11 | 8 | LQD | $112.82 | $116.19 | 2.99% | 0.00% | 0.00% | 10.00% | 0.30% |
12 | 9 | EMB | $103.91 | $108.17 | 4.10% | 0.00% | 0.00% | 7.00% | 0.29% |
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14 | Indexes: | YTD | YTD | YTD | |||||
15 | SPY | $249.92 | $278.41 | 11.40% | 7.21% | 9.77% | |||
16 | QQQ | $154.26 | $172.25 | 11.66% | |||||
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