Financial Performance Reports
Total Net Worth
$1,284,592
+12.4% vs last period
YTD Returns
$142,380
+8.7% annualized
Monthly Savings
$4,280
32% of income
Outstanding Debt
$28,450
-15.2% paid down
Portfolio Performance
Portfolio Value
Benchmark (S&P 500)
Asset Allocation
Equities
45%
Real Estate
25%
Fixed Income
15%
Alternative Assets
10%
Cash & Equivalents
5%
Transaction & Performance Details
| Date | Category | Description | Inflow | Outflow | Balance | Status |
|---|
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