Portfolio Summary
Showing summary for COL Financials.
Total Investments
613,980.00
Lifetime principal
Yearly ROI % (2025)
5.44%
2025 Return
Total Stocks Cost
728,209.31
Cost basis of current holdings
Total Market Value
570,334.94
Current value of holdings
Cash Balance
47,671.29
Available to trade
Total Dividends
167,245.70
Lifetime Received
Total Realized P&L
(5,345.10)
Lifetime (Trades)
Realized ROI %
26.37%
161,900.60
Actual return on invested principal
Portfolio Performance %
(21.68)%
Performance of current holdings