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

Performance

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

Target drift +2.4% equities

5 asset classes

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

Last 6 months

Money in Money out Avg saved $0/mo

8 positions

Asset	Value	Weight	1Y	12-month trendTrend

2 of 3 ahead of plan