My Portfolio Tracker
Live performance of current investments.
Portfolio Overview
| Ticker | Avg Cost/Share | Market Price | Gain/Loss % |
|---|---|---|---|
| Loading portfolio data... | |||
Sector Diversification
Performance Analysis
As of September 10, 2025
| Time-weighted rate of return (pre-tax) | MTD | QTD | YTD |
|---|---|---|---|
| Individual Portfolio | +8.82% | +11.39% | +22.79% |
| S&P 500® Index | +2.08% | +5.22% | +11.74% |