Portfolio Dashboard

Manual values — update when balances change

Physical Gold ($)

Physical Silver ($)

401k Total ($)

HSA Total ($)

401k Roth %

Intl fund % of 401k

Contrafund % of 401k

Gold fund % of 401k

Portfolio overview

Total portfolio

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Cost basis

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Total gain

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Weighted expense ratio

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— /year in fees

Account breakdown

Tax structure

Allocation

All holdings

Country exposure

Income ETFs

Asset class

US equity Intl equity Income ETFs Gold/metals Cash/MM/CD Bonds

Sector (equity)

All positions

Ticker	Name	Account	Shares	Price	Value	Cost basis	Gain $	Gain %	ER

Developed markets

Emerging markets

Note: US multinationals earn ~40% of revenue internationally — true economic exposure is higher than domicile-based figures suggest.

Summary