Good afternoon, Victor

Here's your wealth overview for today, April 26, 2026

Total Net Worth

Live

$0

+3.47%this month
+11.24%YTD

Benchmark Comparison

+2.1% vs S&P 500

Monthly Income

$42.9K

+12.3%

Avg: +8.4%

Portfolio Alpha

+2.8%

vs Benchmark

Avg: +8.4%

Risk Score

6.2/10

Target: 5.0

Portfolio Performance

vs. S&P 500 Benchmark

Asset Allocation

Total

$15.8M

Equities
35%+12.4%
Real Estate
25%+8.2%
Private Equity
20%+18.7%
Fixed Income
10%+4.1%
Crypto
5%-3.2%
Cash & Equiv.
5%+0.3%

Recent Activity

Blackstone Growth Fund IV

Apr 25·Private Equity

+$500,000

completed

Vanguard S&P 500 ETF

Apr 24·Equities

+$28,450

completed

Lisboa Prime Tower — Unit 12A

Apr 22·Real Estate

+$1,200,000

pending

Bitcoin (BTC)

Apr 20·Crypto

-$85,000

completed

Wire Transfer — UBS Zurich

Apr 18·Cash

+$750,000

completed