Portfolio

Portfolio Breakdown

$6,182

+0.03% today

CASH65.3%$4,037

XEQT30.3%$1,873

PNG1.9%$118

TEC1.6%$101

HIVE0.4%$28

XNDU0.4%$25

Holdings

CASH

80.7216 sh · 65.3%

$4,037

+$1.61 (+0.04%)

XEQT

41.8737 sh · 30.3%

$1,873

+$122.06 (+6.97%)

PNG

14.9652 sh · 1.9%

$118

+$0.00 (+0.00%)

TEC

1.6028 sh · 1.6%

$101

+$0.98 (+0.98%)

HIVE

4.065 sh · 0.4%

$28

+$2.64 (+10.57%)

XNDU

1.1111 sh · 0.4%

$25

-$0.32 (-1.29%)

Returns Breakdown

📈 Price Gain↑ $126.97 (+2.10%)

💵 Est. Annual Income$124.32

💰 Total Return↑ $251.30

price gain + 1yr est. income

Portfolio Goal

$6,182 / $100,000

🎯 Projected to reach in ~4 yrs 77 days

Projected to $100,000 · ~4 yrs 77 days

Today's value (what you have now)$6,182

Contributions (what you add)$76,500

Growth (returns + dividends)$18,352

💰 $1,500/mo📈 8% price + divs reinvested

Sectors

sectors

Cash & Equivalents65.3%$4,037

Diversified Equity30.3%$1,873

Technology2.5%$153

Industrials1.9%$118

Country Exposure

Canada$6,182 · 100%

Target Allocation

now / target, as % of invested (non-cash). | marks target.

ETF92.0% / 80.0% (▲ +12.0)

XEQT87.3% / 60.0% (▲ +27.3)

TEC4.7% / 20.0% (▼ 15.3)

STOCK8.0% / 20.0% (▼ 12.0)

PNG5.5% / 10.0% (▼ 4.5)

HIVE1.3% / 5.0% (▼ 3.7)

XNDU1.2% / 5.0% (▼ 3.8)

💵 CASH winding down65.3% of total · target 0%

Next $1,500 Deposit

where to buy to steer toward target — no selling needed

TEC$628 · 42%

XEQT$314 · 21%

PNG$246 · 16%

XNDU$158 · 11%

HIVE$155 · 10%