Portfolios
Alex Rivera - Self-Directed Investment Accounts
Your Portfolios
Select a portfolio to view detailed information below
| Portfolio Name | Type | Total Value | YTD Return | Monthly Contribution | Risk Score | Positions |
|---|---|---|---|---|---|---|
| Alex Rivera 401K Roth | Self-Directed | $127,543.21 | +8.2% +$9,687 | $750 | 6/10 | 15 |
| Alex Rivera 401K Traditional | Self-Directed | $89,234.67 | +8.2% +$6,789 | $500 | 5/10 | 8 |
Alex Rivera 401K Roth
Self-Directed Investment Account
Total Balance
$127,543.21
+8.2% this year
YTD Return
+$9,687
vs S&P 500: +7.8%
Monthly Contribution
$750
12% of salary
Risk Score
6/10
Moderate risk
Performance History
Your portfolio vs benchmark over time
Asset Allocation
Current portfolio distribution by sector
Top Holdings
Your largest positions by market value
AAPL
TechnologyApple Inc.
11.9%
of portfolio
$15,234.5
+2.4%MSFT
TechnologyMicrosoft Corporation
11.4%
of portfolio
$14,567.88
+1.8%GOOGL
TechnologyAlphabet Inc. Class A
10.1%
of portfolio
$12,890.34
+3.2%AMZN
Consumer DiscretionaryAmazon.com Inc.
8.8%
of portfolio
$11,234.67
-0.8%TSLA
Consumer DiscretionaryTesla Inc.
7.7%
of portfolio
$9,876.45
+5.6%