02 / Portfolio

Fund Performance

Family & Friends Investment Fund — All trades across Charles Schwab & Interactive Brokers, April 2022 – present. Hover over a trade to see the chart with entry/exit markers.

Total Assets Under Management —

QTD Annualized Return —

TTM Realized Profit —

All Realized Trades — Schwab + IBKR · Hover for chart

Ticker	Company	Entry	Exit	Return	Entry Date	Exit Date	Source

Current Holdings — Live prices update every 60s

Ticker	Company	Entry Price	Current Price	Unrealized	Entry Date	Source

Annual Realized Return

Avg Return / Trade —

Best Trade —

Active Since —

Open Positions —

Closed Trades —