Portfolio snapshot (intraday)
Portfolio value: ~45,161 (account base currency; intraday)
Market value: ~43,702
Cash / liquidity: ~1,455 (~3.2%)
Unrealized P&L: ~−1,003 (−2.17%)
Realized P&L (today): ~0 (intraday view)
Weights (approx., intraday)
ETFs / gold
- GLDM: 14.86%
- RSP: 10.62%
- SCHG: 5.22%
- VEU: 2.76%
- VOO: 9.84%
Stocks
- PGR: 13.74%
- KO: 9.01%
- KR: 6.89%
- MSFT: 5.74%
- TLN: 3.85%
- AXP: 3.06%
- SCHW: 2.97%
- PYPL: 2.90%
- ASIC: 1.95%
- NFLX: 1.85%
- IBKR: 1.52%
Notes (why this snapshot matters)
- This snapshot is here to prevent memory distortion.
- Monthly attribution should explain outcomes using snapshots + logs, not hindsight narratives.