📊 Portfolio
📈 Portfolio Performance
📊 All Holdings
| Symbol ↕ | Name ↕ | Account ↕ | Quantity ↕ | Price ↕ | Value ↕ | Gain/Loss ↕ | Gain % ↕ | Actions |
|---|
No holdings found for selected account.
⚖️ Rebalancing
⚠️ SPYM (SPDR Portfolio S&P 500 ETF) is 16.3% of portfolio - exceeds warning threshold (15%)
Recommendation: Monitor SPYM position - consider trimming if it exceeds 20%
⚠️ SPMO (Invesco S&P 500 Momentum ETF) is 15.1% of portfolio - exceeds warning threshold (15%)
Currently up 0.6%
Recommendation: Monitor SPMO position - consider trimming if it exceeds 20%
📚 About Concentration Risk
- Safe Zone (0-15%): Well-diversified, minimal company-specific risk
- Watch Zone (15-20%): Monitor closely, be ready to trim if fundamentals weaken
- Danger Zone (20%+): Too concentrated, one company's problem becomes your problem
At age 48 with 17 years to retirement, you can handle some concentration in high-conviction positions, but individual stocks should rarely exceed 15% of portfolio value.
🎯 Roth IRA Strategy: Aggressive Growth
30+ year horizon • Tax-free gains • $7,000 annual contribution limit
2026 Contribution Status
Weekly Auto-Invest: Not configured
Automatically max your Roth every year starting Jan 1, 2026
Target Allocation (When Fully Funded)
Next Steps:
- Deposit remaining $0.00 by Dec 31 to max 2026
- Place orders for remaining shares when deposit clears
- Set up $135/week auto-invest for 2026
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📝 Decisions
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