Your Portfolio

Sample portfolio

Fidelity Roth IRA ··1093$34,637•••••Robinhood Individual ··4821$26,785•••••9 holdings

Synced Nov 4, 2026, 3:53 AM ET via SnapTrade · a picture of what you hold, not advice

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Your Total Holdings

Today

Value$61,422•••••incl. $1,753••••• cash

+$7,432+••••• YTD

YTD+14.2%S&P 500 +11.6%

Unrealized gain+$7,748+•••••+14.9% on cost

Blended fee0.14%$86••••• a year

Yield1.6%$81••••• a month

ETFs$55,122•••••92%· 8 fundsStocks$4,547•••••8%· NVDA

VTI24%VOO18%SCHD14%JEPI9%QQQM8%IBIT7%SMH6%ARKK6%NVDA8%

Low-cost core$30,401•••••51%Income$13,584•••••23%Thematic$7,033•••••12%Stocks$4,547•••••8%Crypto$4,104•••••7%

Sample portfolio · Nov 4, 2026 · bar = each holding’s part of the $59,669••••• invested

Your Cards

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Who Pays Your Income

43%of your income is paid by JEPI

JEPI43%$416•••••

SCHD25%$248•••••

VTI16%$153•••••

VOO12%$118•••••

QQQM · NVDA · SMH4%$43•••••

Sample portfolio · paid in the last 12 months at today’s shares · 1 square = 1% of $978•••••

Your Biggest Bets

Today

≈ 12.8%of everything you own is NVDA ≈ $7,852•••••

Via 6 funds$3,305•••••42%22 shares$4,547•••••58%

VTI · VOO · SMH · QQQM · ARKK · JEPI

Biggest holding · VTI24.2%

Biggest strategy · Low-cost core50.9%

Biggest issuer · Vanguard46.2%

Top 10 companies · together31.7%

Crypto · IBIT6.9%

Companies under your funds≈ 3,531

Sample portfolio · Nov 4, 2026 · estimate · look-through of your funds’ holdings · of $61,422••••• with cash

Exits You Missed

YTD

19times a holding ran up 10%+, then gave 10%+ back

HoldingThis year · Dec 31 to Nov 3Best runNow vs high

IBIT5 give-backs+47.2%to Sep 21−20.5%−$1,061−•••••

SMH4 give-backs+76.0%to Jun 3−22.5%−$1,087−•••••

NVDA4 give-backs+42.7%to May 14−13.6%−$716−•••••

ARKK4 give-backs+31.5%to Oct 5−13.4%−$509−•••••

QQQM2 give-backs+33.7%to Jun 2−9.8%−$537−•••••

VTI · VOO · SCHD · JEPI · no give-backs this year

Sample portfolio · Nov 4, 2026 · daily closes this year · today’s shares · “You paid” = your average cost

Income by Holding

HoldingPaid last 12 monthsShareYield

JEPI$416•••••42.6%42.6%7.96%

SCHD$248•••••25.3%25.3%2.97%

VTI$153•••••15.7%15.7%1.06%

VOO$118•••••12.1%12.1%1.07%

QQQM$23•••••2.4%2.4%0.47%

NVDA$11•••••1.2%1.2%0.25%

SMH$8•••••0.8%0.8%0.21%

IBIT$0••••• · pays nothing—0.00%

ARKK$0••••• · pays nothing—0.00%

Total$978•••••100%100%1.64%

Sample portfolio · Nov 4, 2026 · ranked by dollars · paid in the last 12 months at today’s shares · yield = pay ÷ value · total on $59,669••••• invested

Where Your Fees Go

Today

50%of your fees come from ARKK and JEPI

Your moneyARKK + JEPI 15.4%

15.4%Everything else 84.6%

Your feesARKK + JEPI 49.7%

ARKK 29%JEPI 21%The other 6 · 50%

ARKK · 0.75% fee$24.63••••• a year29%

JEPI · 0.35% fee$18.30••••• a year21%

SMH · 0.35% fee$13.12••••• a year15%

IBIT · 0.25% fee$10.26••••• a year12%

QQQM · 0.15% fee$7.44••••• a year9%

SCHD · 0.06% fee$5.01••••• a year6%

VTI · 0.03% fee$4.33••••• a year5%

VOO · 0.03% fee$3.31••••• a year4%

$86.40••••• a year in all on $55,122••••• in funds

Sample portfolio · Nov 4, 2026 · share of your fund money vs share of what you pay in fees · blended 0.14%

Your Best and Worst Holdings

Since bought

Best %+30.8%IBITWorst %−14.9%ARKKBest $+$2,594+•••••VTIWorst $−$576−•••••ARKK

IBIT+30.8%+$966+•••••

SMH+29.6%+$856+•••••

QQQM+25.1%+$994+•••••

VTI+21.9%+$2,594+•••••

VOO+19.8%+$1,819+•••••

NVDA+11.1%+$453+•••••

SCHD+6.7%+$525+•••••

JEPI+2.3%+$117+•••••

ARKK−14.9%−$576−•••••

Sample portfolio · Nov 4, 2026 · today’s value vs what you paid

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