Portfolio Summary
Showing summary for COL Financials.
Total Investments
613,980.00
Lifetime principal
Yearly ROI % (2026)
4.08%
2026 Return
Total Stocks Cost
728,209.31
Cost basis of current holdings
Total Market Value
585,692.94
Current value of holdings
Cash Balance
77,581.92
Available to trade
Total Dividends
197,156.33
Lifetime Received
Total Realized P&L
(5,345.10)
Lifetime (Trades)
Realized ROI %
31.24%
191,811.23
Actual return on invested principal
Portfolio Performance %
(19.57)%
Performance of current holdings