Investment Growth Dashboard
Track your portfolio performance and market trends
Total Portfolio Value
$247,892.54
+12.4% this month
Annual Return
18.7%
+3.2% vs market
Active Investments
14
3 pending review
Risk Score
Moderate
Balanced portfolio
Portfolio Growth
Asset Allocation
Stocks
45%
Bonds
25%
Real Estate
15%
Crypto
10%
Cash
5%
"The stock market is a device for transferring money from the impatient to the patient."
— Warren Buffett
Recent Investments
| Asset | Date | Amount | Return | Status |
|---|---|---|---|---|
|
Tech Growth Fund
NVPR-TGF
|
May 12, 2023 | $25,000 | +21.4% | Active |
|
Blue Chip Portfolio
NVPR-BCP
|
Apr 28, 2023 | $50,000 | +8.7% | Active |
|
Emerging Markets
NVPR-EM
|
Mar 15, 2023 | $30,000 | -2.3% | Pending |
|
Sustainable Energy
NVPR-SE
|
Feb 22, 2023 | $15,000 | +15.2% | Active |