CodenInvest
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PORTFOLIO MANAGEMENT
NEW PORTFOLIOTOTAL VALUE
$89,818
COST BASIS
$69,250
UNREALIZED P&L
+$20,568
+29.7%
PORTFOLIOS
3
POSITIONS
15
PORTFOLIO REGISTRY3 ACTIVE
NAME
VALUE
COST
P&L
POS
Growth Portfolio
High-growth technology stocks
$43,460
$28,698
+51.4%
5
AAPL25 shares
$4,953
$4,138
+19.7%
@$198.11
MSFT15 shares
$6,234
$5,100
+22.2%
@$415.60
GOOGL20 shares
$3,530
$2,760
+27.9%
@$176.49
NVDA30 shares
$26,259
$14,250
+84.3%
@$875.30
TSLA10 shares
$2,484
$2,450
+1.4%
@$248.42
Dividend Income
High-yield dividend ETFs and blue-chip stocks
$18,714
$17,547
+6.7%
5
VYM50 shares
$5,936
$5,425
+9.4%
@$118.72
JEPI80 shares
$4,574
$4,320
+5.9%
@$57.18
KO40 shares
$2,498
$2,332
+7.1%
@$62.45
PG20 shares
$3,378
$3,100
+9.0%
@$168.90
JNJ15 shares
$2,328
$2,370
-1.8%
@$155.20
Roth IRA
Long-term retirement portfolio with index funds
$27,644
$23,005
+20.2%
5
VTI60 shares
$15,748
$13,500
+16.7%
@$262.47
VXUS45 shares
$2,602
$2,430
+7.1%
@$57.82
BND30 shares
$2,141
$2,175
-1.6%
@$71.35
AMZN12 shares
$2,469
$1,860
+32.7%
@$205.74
META8 shares
$4,684
$3,040
+54.1%
@$585.52
VALUE vs COST
CURRENT VALUE
COST BASIS
ALLOCATION WEIGHT
Growth Portfolio48.4%
$43,4605 POS
Dividend Income20.8%
$18,7145 POS
Roth IRA30.8%
$27,6445 POS
SYSTEM INFO
Growth PortfolioCreated 6/15/2024
Dividend IncomeCreated 5/1/2024
Roth IRACreated 1/15/2024