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Investments

Portfolio value
$47,407
Unrealised gain
+$10,600
+28.8% on cost
Cost basis
$36,807
Put in, net
$7,600
deposits less withdrawals
Investment accounts
Investment
$25,944
Index Brokerage
In $4,800Out $500.00
Investment
$11,362
Roth IRA
In $3,000Out $0.00
Investment
$10,101
Crypto Wallet
In $300.00Out $0.00
+Add an account

Holdings

9 positions
ETF43%Crypto21%Index Fund17%Stock12%Bond6%
VTIVanguard Total Stock Market ETF46 × $287.12 · ETF$13,208$2,563 · 24.1%
VOOVanguard S&P 500 ETF15 × $552.30 · Index Fund$8,285$2,132 · 34.6%
BTCBitcoin0.09 × $67,450 · Crypto$5,733$2,231 · 63.7%
ETHEthereum1.4 × $3,120 · Crypto$4,368$1,078 · 32.8%
VXUSVanguard Total International ETF60 × $66.05 · ETF$3,963$471.00 · 13.5%
AAPLApple14 × $231.80 · Stock$3,245$777.00 · 31.5%
QQQInvesco QQQ6 × $512.85 · ETF$3,077$734.70 · 31.4%
BNDVanguard Total Bond ETF40 × $73.45 · Bond$2,938$54.00 · 1.9%
MSFTMicrosoft6 × $431.70 · Stock$2,590$559.20 · 27.5%
Money in and out

Write a cheque

No. 0026
Invest in
the amount, in words
⑆000026⑆ 0204 ⑈ FOS
No. 0002
Pay into
the amount, in words
⑆000002⑆ 0204 ⑈ FOS

History

5 Oct 2026Monthly investingEveryday Checking → Index Brokerage$400.00
5 Oct 2026Roth contributionEveryday Checking → Roth IRA$250.00
5 Sep 2026Monthly investingEveryday Checking → Index Brokerage$400.00
5 Sep 2026Roth contributionEveryday Checking → Roth IRA$250.00
5 Aug 2026Monthly investingEveryday Checking → Index Brokerage$400.00
5 Aug 2026Roth contributionEveryday Checking → Roth IRA$250.00
21 Jul 2026Bought cryptoEveryday Checking → Crypto Wallet$300.00
5 Jul 2026Monthly investingEveryday Checking → Index Brokerage$400.00
5 Jul 2026Roth contributionEveryday Checking → Roth IRA$250.00
5 Jun 2026Monthly investingEveryday Checking → Index Brokerage$400.00
5 Jun 2026Roth contributionEveryday Checking → Roth IRA$250.00
5 May 2026Monthly investingEveryday Checking → Index Brokerage$400.00
5 May 2026Roth contributionEveryday Checking → Roth IRA$250.00
5 Apr 2026Monthly investingEveryday Checking → Index Brokerage$400.00
5 Apr 2026Roth contributionEveryday Checking → Roth IRA$250.00
5 Mar 2026Monthly investingEveryday Checking → Index Brokerage$400.00
5 Mar 2026Roth contributionEveryday Checking → Roth IRA$250.00
5 Feb 2026Monthly investingEveryday Checking → Index Brokerage$400.00
5 Feb 2026Roth contributionEveryday Checking → Roth IRA$250.00
5 Jan 2026Monthly investingEveryday Checking → Index Brokerage$400.00
5 Jan 2026Roth contributionEveryday Checking → Roth IRA$250.00
5 Dec 2025Monthly investingEveryday Checking → Index Brokerage$400.00
5 Dec 2025Roth contributionEveryday Checking → Roth IRA$250.00
5 Nov 2025Monthly investingEveryday Checking → Index Brokerage$400.00
5 Nov 2025Roth contributionEveryday Checking → Roth IRA$250.00
12 Feb 2026Took some profitIndex Brokerage → Everyday Checking$500.00