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Stackz / OverviewSample portfolio

Overview

$52,480.00

$41,300.00 invested+$11,180.00+27.07%

Your portfolios 3

  • Core Index

    $23,091.00+$5,120.00+28.49%
    44%

  • Dividend Income

    $16,794.00+$3,410.00+25.48%
    32%

  • International

    $12,595.00+$2,650.00+26.65%
    24%

Portfolio gain

What makes up your return

$11,180.00 +27.07%

Total invested
$41,300.00
Market value
$52,480.00
Dividends received
$630.00

Dividend yield

Estimated annual dividend income

Dividend yield
2.40%
Yield on cost
3.05%
$1,260.00
Annually
$315.00
Quarterly
$105.00
Monthly
$3.45
Daily

Success rate

How many of your positions are in profit

  • 72%Overall positions
    13 of 18
  • 75%Open positions
    12 of 16
  • 50%Closed positions
    1 of 2

Capital tracking

Market value · January–June

$52,480

Illustrative portfolio value from January to June

Fictional sample data demonstrating the dashboard. This is not an investment result.

Illustrative product preview · Fictional portfolio and values, not live market data or investment advice.

Sample values
Fictional portfolio observations · USD
MonthPortfolio valueDividends received
Jan$45,200$90
Feb$46,850$100
Mar$45,900$110
Apr$49,100$95
May$50,300$115
Jun$52,480$120

Performance, properly measured

Every angle of your returns.

Quarter by quarter, month by month, after fees and taxes. See how your money really performed.

Fictional quarterly returns by year, percent
Q1Q2Q3Q4
20263.42−0.871.92No data yet
20254.63−2.140.242.01
20248.235.633.17−1.23
202311.91−5.126.40−4.12
Costs
Transaction costs
−$19.00
Taxes
−$51.21
Total return
↗ $11,180.00
Time-weighted return
↗ 27.07%
Illustrative example · fictional values.
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