Strategi dijejaki
Cruise Control - Retirement
setakat 25 Okt 2026
Ini ialah pegangan strategi dijejaki dan pulangan pelanggannya. Ia tidak membuktikan pegangan atau keuntungan peribadi individu ini.
| Sekuriti | Peruntukan | Untung/rugi belum direalisasi |
|---|---|---|
| VOOVanguard S&P 500 ETF | 50.9% | Tidak didedahkan |
| VXUSVanguard Total International Stock ETF | 29.1% | Tidak didedahkan |
| TLTiShares 20+ Year Treasury Bond ETF | 5.1% | Tidak didedahkan |
Hanya sebahagian portfolio tersedia untuk umum · 3 pegangan tambahan tidak diterbitkan (14.9%)
Pengiraan memerlukan kos belian didedahkan dan penilaian bertarikh dalam mata wang yang sama. Ia untung/rugi harga belum direalisasi, tanpa dividen dan keuntungan direalisasi. Input yang tiada tidak dianggarkan.
Pulangan portfolio diterbitkan
setakat 23 Okt 2026 · Bermula 16 Sep 2026
- Bulan lalu
- -1.91%
- Sejak bermula
- -1.31%
Kaedah pengiraan pulangan
The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Performance figures are shown net of advisory fees, calculated using the applicable subscription fee and an assumed $50,000 account size. Because subscription fees are flat rather than asset-based, accounts smaller than $50,000 would experience a higher effective fee percentage and lower net performance, while larger accounts would experience a lower effective fee percentage. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios.