Portfolio
Detailed breakdown of your holdings across all asset classes
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%
All Holdings
10 positions| Asset | Value | Return | |
|---|---|---|---|
VO Vanguard S&P 500 ETF VOO | $2,180,000 | +1.24% | |
PR Blackstone Growth Fund IV PRIV | $1,800,000 | +18.7% | |
RE Lisboa Prime Tower — 12A RE | $1,450,000 | +6.2% | |
AA Apple Inc. AAPL | $980,000 | +2.1% | |
UR iShares MSCI World ETF URTH | $850,000 | +0.8% | |
T- US Treasury Bond 10Y T-10Y | $800,000 | +0.3% | |
PR KKR Real Estate Fund III PRIV | $750,000 | +14.2% | |
BT Bitcoin (BTC) BTC | $485,000 | -3.2% | |
ET Ethereum (ETH) ETH | $307,396 | -1.8% | |
RE Porto Marina Residence RE | $1,200,000 | +8.5% |