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12/30/2023 ROTH Best Holdings - Unrealized Gains
12/02/2023 50 Holding ROTH Account - Best Unrealized Gain Holdings
1/15/2024
Unrealized Gains
The Millionaire Next Door:
The Surprising Secrets of America's Wealthy Paperback – November 16, 2010 by Thomas J. Stanley(Author),William D. Danko(Author)
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ROTH Account
1/15/2024 Current Balance
Click the link to see the 54 holdings within the stock/etf portfolio, asset allocations, dividend yield, expense ratio, and performance.
An investor using M1 Finance can create a portfolio/pie and see what the returns could be based on past performance before investing.
M1 Finance Portfolio
71 Holding Taxable Account
1/15/2024 Current Balance
"The Beast with 71 Heads" Click the link to see the 71 holdings within the taxable stock/etf portfolio, asset allocations, dividend yield, expense ratio, and performance.
M1 Finance Portfolio
12/30/2023
ROTH Best Holdings - Unrealized Gains
The Total % Chg column shows my best unrealized gain holdings in my M1 Finance account. I put the number of shares, entry dates, and average prices into Barchart, so that I can see more information about my portfolio. I customize my columns, so there are at least a hundred different types of information, and any column can be arranged. Barchart is free.
Sense Canvas Bull vs Bear Head Canvas Art
Gold Market Entrepreneur Trader Office Home Decor Print Poster Painting Large 40x30 / 0.75"
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12/02/2023
50 Holding ROTH Account - Best Unrealized Gain Holdings
I am trying to update this information weekly.
