1 | Purchase Date: | Price Now | Individual Profit / Loss | Risk Score - 4 | Risk Score - 7.5 | ||||
|---|---|---|---|---|---|---|---|---|---|
2 | 12/31/2019 | 8/7/2020 | |||||||
3 | Ticker | Purchase Price | Price Now | Individual Fund Profit / Loss | Percent Allocation | Percent Allocation | |||
4 | 1 | VTI | $163.62 | $169.25 | 3.44% | 30.00% | 1.03% | 21.00% | 0.72% |
5 | 2 | VEA | $44.06 | $40.83 | -7.33% | 13.00% | -0.95% | 18.00% | -1.32% |
6 | 3 | VWO | $44.47 | $43.35 | -2.52% | 9.00% | -0.23% | 15.00% | -0.38% |
7 | 4 | VIG | $124.66 | $125.86 | 0.96% | 7.00% | 0.07% | 15.00% | 0.14% |
8 | 5 | DJP | $22.84 | $19.46 | -14.80% | 6.00% | -0.89% | 0.00% | 0.00% |
9 | 6 | MUB | $113.91 | $117.17 | 2.86% | 35.00% | 1.00% | 0.00% | 0.00% |
10 | 7 | VNQ | $92.79 | $82.25 | -11.36% | 0.00% | 0.00% | 14.00% | -1.59% |
11 | 8 | LQD | $127.96 | $138.89 | 8.54% | 0.00% | 0.00% | 10.00% | 0.85% |
12 | 9 | EMB | $114.56 | $114.17 | -0.34% | 0.00% | 0.00% | 7.00% | -0.02% |
13 | |||||||||
14 | Indexes: | YTD | YTD | YTD | |||||
15 | SPY | $321.86 | $333.44 | 3.60% | 0.03% | -1.59% | |||
16 | QQQ | $212.61 | $270.78 | 27.36% | |||||
17 | |||||||||
18 | |||||||||
19 | |||||||||
20 | |||||||||
21 | |||||||||