Portfolio Dashboard

Enter password to continue

Incorrect password

Portfolio Dashboard

Loading...

Loading portfolio data...

Manual values — update when balances change, then click Save

Physical Gold ($)

Physical Silver ($)

HSA Total ($)

HSA Cost Basis ($)

401k Total ($)

401k Roth %

S&P 500 fund %

Contrafund %

Intl fund %

Gold fund %

Portfolio overview

Total portfolio

—

Cost basis

—

Total gain

—

Weighted expense ratio

—

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

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

Summary