Good morning, Marcus.
Portfolio Overview
Jan 1 – Mar 31, 2026
Total Portfolio Value
$847,291
+12.4%
vs last quarter
Total Gains / Losses
+$93,814
+$14,200
this quarter
Dividend Income
$3,241
+$418
vs last quarter
Portfolio Yield
2.14%
-0.12%
vs last quarter
Portfolio Performance
Portfolio Value
Benchmark (S&P 500)
Asset Allocation
Updated today
US Equities
42%
$355k
Int'l Equities
18%
$152k
Fixed Income
25%
$212k
Alternatives
10%
$85k
Cash
5%
$43k
Top Holdings
| Asset | Shares | Allocation | Gain / Loss |
|---|---|---|---|
Vanguard S&P 500 ETF VOO |
148 | 22.4% |
+$18,420 |
iShares MSCI EAFE EFA |
312 | 14.8% |
+$7,184 |
Apple Inc. AAPL |
86 | 9.2% |
+$4,218 |
Vanguard Total Bond BND |
420 | 7.6% |
+$1,842 |
NVIDIA Corp NVDA |
24 | 5.9% |
+$22,640 |
Tesla Inc. TSLA |
58 | 4.4% |
−$8,214 |
Recent Activity
Last 7 days
Bought NVDA
Market Order · 4 shares
−$1,842
Mar 28
Dividend — VOO
Quarterly distribution
+$418
Mar 26
Sold TSLA
Limit Order · 12 shares @ $248
+$1,214
Mar 24
Deposit — ACH Transfer
From Chase Checking · ••4821
+$5,000
Mar 22
AI Insights
Beta
Opportunity
2h ago
Your TSLA position is at −12.4%. Based on current sentiment and earnings momentum, our model suggests holding for 30 days before deciding. Average recovery timeframe: 6 weeks.
Rebalance
Yesterday
Your US equity allocation is 4.2% overweight. Consider rotating $35,600 into EFA or BND to return to your target model. One-click rebalance available.
Risk Alert
2 days ago
NVDA now represents 5.9% of your portfolio — above your individual stock ceiling of 5%. We recommend trimming to 4% for proper diversification.