Account Overview
As of March 28, 2026
Total Portfolio Value
$3,500,000
+$62,300 (+1.81%) this month
YTD Return
+4.3%
vs. Benchmark +3.7%
Tax Savings YTD
$18,650
Via harvesting & Roth strategy
Q1 Performance Report available for download
Roth conversion window closes April 15 — review recommended
Tax-loss harvesting saved $8,400 in estimated taxes this quarter
Recent Activity
| Date | Type | Description | Amount |
|---|---|---|---|
| Mar 27, 2026 | Dividend | VTI Quarterly Dividend | +$4,230 |
| Mar 25, 2026 | Rebalance | Portfolio Rebalance - Q1 | - |
| Mar 20, 2026 | Deposit | Monthly Contribution | +$15,000 |
| Mar 15, 2026 | Tax Harvest | Tax-Loss Harvest - VWO/IEMG | -$8,400 saved |
| Mar 10, 2026 | Buy | BND - Fixed Income Addition | $25,000 |