Workspace/Portfolio
WYN
Portfolio
| Symbol ↕ | Description | Units ↕ | Avg cost ↕ | Price ↕ | Market value ↓ | P&L $ ↕ | P&L % ↕ | CCY |
|---|---|---|---|---|---|---|---|---|
| MSFT | 55 | 374.14 | 415.30 | $22,841.50 | $+2,263.75 | +11.00% | USD | |
| VTI | 60 | 323.16 | 363.48 | $21,808.80 | $+2,419.30 | +12.48% | USD | |
| AAPL | 90 | 192.76 | 227.45 | $20,470.50 | $+3,121.70 | +17.99% | USD | |
| XUU.TO | 600 | 38.20 | 44.80 | $26,880.00 | $+3,960.00 | +17.28% | CAD | |
| QQQ | 35 | 494.18 | 538.42 | $18,844.70 | $+1,548.40 | +8.95% | USD | |
| META | 28 | 547.29 | 611.25 | $17,115.00 | $+1,791.00 | +11.69% | USD | |
| XIC.TO | 565 | 29.70 | 34.15 | $19,294.75 | $+2,511.75 | +14.97% | CAD | |
| RY.TO | 100 | 165.50 | 175.40 | $17,540.00 | $+990.00 | +5.98% | CAD | |
| SPY | 20 | 527.12 | 568.25 | $11,365.00 | $+822.60 | +7.80% | USD | |
| IVV | 18 | 530.27 | 568.15 | $10,226.70 | $+681.84 | +7.14% | USD | |
| VEA | 180 | 48.90 | 52.80 | $9,504.00 | $+702.00 | +7.98% | USD | |
| AGG | 95 | 100.20 | 98.60 | $9,367.00 | $−152.00 | −1.60% | USD | |
| NVDA | 40 | 160.99 | 214.82 | $8,592.80 | $+2,153.30 | +33.44% | USD | |
| VFV.TO | 70 | 141.30 | 162.45 | $11,371.50 | $+1,480.50 | +14.97% | CAD | |
| BND | 80 | 83.67 | 81.22 | $6,497.60 | $−196.00 | −2.93% | USD | |
| TSLA | 15 | 505.12 | 427.15 | $6,407.25 | $−1,169.55 | −15.44% | USD | |
| TLT | 70 | 93.75 | 88.40 | $6,188.00 | $−374.50 | −5.71% | USD | |
| IEFA | 75 | 72.50 | 78.20 | $5,865.00 | $+427.50 | +7.86% | USD | |
| BNDX | 110 | 50.80 | 49.30 | $5,423.00 | $−165.00 | −2.95% | USD | |
| XBB.TO | 240 | 28.10 | 27.35 | $6,564.00 | $−180.00 | −2.67% | CAD | |
| SGOV | 45 | 100.40 | 100.50 | $4,522.50 | $+4.50 | +0.10% | USD | |
| GOOG | 10 | 357.29 | 396.45 | $3,964.50 | $+391.60 | +10.96% | USD | |
| TD.TO | 50 | 76.80 | 81.60 | $4,080.00 | $+240.00 | +6.25% | CAD | |
| SCHD | 85 | 24.90 | 27.40 | $2,329.00 | $+212.50 | +10.04% | USD |
| Currency | Balance | CAD-eq. | Buying power |
|---|---|---|---|
| CAD | $12,146.00 | $12,146.00 | $12,146.00 |
| USD | $6,200.00 | $8,556.00 | $14,900.00 |