Meridian
Markets open

Tuesday 10 June 2026

Good morning, David.

Your portfolio gained $48,210 this quarter. You are ahead of plan on two of three goals, and your cash buffer covers 7 months.

Total portfolio $0 +0.00% today
Invested
$0
Cash
$0
YTD return
0%

Performance

Over the last year your portfolio grew from $0 to $0.

Allocation

Target drift +2.4% equities
5 asset classes

    Selling $14,900 of US equities restores your 60/40 target.

    Cash flow

    Last 6 months
    Money in Money out Avg saved $0/mo

    Holdings

    8 positions
    Asset Value Weight 1Y Trend

    Goals

    2 of 3 ahead of plan