Investments
Portfolio performance · Real-time tracking
Performance · 12 months
+19.4%
JulOctJanAprJun
Allocation
US equity28%
Global equity23%
Individual19%
Dividend15%
Crypto8%
Cash7%
Holdings
Add holdingAssetQtyMarket valueGain / loss
VFV
$42,300+14.2%Vanguard S&P 500
ETF · VFV.TO
XEQT
$34,800+9.6%iShares All-Equity
ETF · XEQT.TO
AAPL
$28,650+21.4%Apple Inc.
Stock · NASDAQ
VDY
$22,470+6.1%Vanguard Cdn Dividend
ETF · VDY.TO
BTCC
$12,300−7.8%Purpose Bitcoin ETF
ETF · BTCC.TO
Cash · CAD
Wealthsimple
Contribution plan
$1,200
/ month · auto-invest
TFSA$500 / mo
RRSP$450 / mo
Non-registered$250 / mo
Projected value · in 20 years
$742,500
Today · $149K+$594K growth