Buenos días, Valentina
Global overview of your private equity and liquid assets.
Total Net Worth
$248,420.50
trending_up
+2.4%
payments
Liquid Assets
Available cash
$42,150.00
monitoring
AUM
Invested
$206,270.50
insights
Returns
Monthly yield
+$1,420.12
shield
Analysis
Risk score
Moderate
4.2/10
Portfolio performance 6M
Growth analysis against S&P 500 benchmark
Your Portfolio
Benchmark
JanFebMarAprMayJun
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AI Insight
Rebalance suggestion
Your Tech exposure has increased by 12% this month. We recommend shifting 4% to Emerging Markets to maintain your risk profile.
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Market Sentiment
Bullish
Top Holdings
| Asset | Allocation | Value | 24h Change |
|---|---|---|---|
|
AAPL
Apple Inc.
|
18.4% | $45,710.20 | +1.24% |
|
TSLA
Tesla, Inc.
|
12.1% | $30,014.80 | -0.82% |
|
NVDA
NVIDIA Corp.
|
9.8% | $24,320.15 | +3.51% |
Recent Transactions
south_west
Dividend Payout
Vanguard Total Stock ETF
+$242.50
Completed
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Market Buy
Bitcoin (BTC)
-$5,000.00
Pending
send
External Transfer
To Chase Account ending in 4291
-$1,200.00
Completed