Portfolio

Overview of your active investments and returns.

New Investment
Total Invested
$24,850.00

4 active positions

Current Value
$39,606.17

Across all plans

Total Return
+$14,756.17

+59.4% all time

Available to Withdraw
$15,842.47

Estimated liquid portion

Allocation
Portfolio distribution by plan
$39,606.17Total value
Plan A — Conservative
40%
Plan B — Balanced
34%
Plan C — Aggressive
16%
Flexible — No Lock-up
9%