Inner Circle : Stock allocation by buy price
Formula: (Stock total buy price / Portfolio total buy price) * 100
Outer Circle : Stock allocation by current price
Formula: (Stock total current price / Portfolio total current price) * 100
| % | Total Price | % | Total Price | |
|---|---|---|---|---|
SPDR S&P 500 | 26.84 % | 5,157.7549 | 28.54 % | 6,802.9000 |
TLT | 8.82 % | 1,695.9600 | 6.86 % | 1,635.4800 |
IEF | 3.77 % | 724.4000 | 3.12 % | 743.0400 |
QQQ | 15.48 % | 2,974.8396 | 16.84 % | 4,013.3700 |
Alphabet | 15.05 % | 2,893.5432 | 17.31 % | 4,126.3200 |
Amazon | 12.50 % | 2,402.7876 | 14.13 % | 3,367.2599 |
Tesla | 17.54 % | 3,370.9399 | 13.21 % | 3,149.1000 |