BAM PORTFOLIO
My Portfolio
A transparent look at my current holdings, portfolio allocation, performance and investment activity.
OVERVIEW
Portfolio Snapshot
Key portfolio information at a glance.
HOLDINGS7Stocks and ETFs held
STOCKS3Individual companies
ETFs4Exchange-traded funds
BROKERS2Moomoo • IBKR
PORTFOLIO ALLOCATION
Largest Holding
Based on capital invested.
Stock
SOFI
SoFi Technologies
48.7%of invested capital
ALLOCATION
Top Holdings
Largest positions based on capital invested.
01
SOFISoFi Technologies
Stock48.7%
02
QQQInvesco QQQ
ETF28.0%
03
MSFTMicrosoft
Stock9.0%
04
GRABGrab Holdings Ltd
Stock5.8%
05
XNDNASDAQ-100 UCITS ETF
ETF4.8%
Allocation percentages are based on capital invested, not current market value.
EXPLORE
Portfolio Details
Explore different areas of the portfolio.
HOLDINGS
View Holdings →Current Holdings
View the stocks and ETFs currently held in the portfolio.
ALLOCATION
View Allocation →Portfolio Allocation
See how the portfolio is distributed across companies, ETFs and asset categories.
PERFORMANCE
View Performance →Portfolio Performance
Track portfolio growth and investment performance over time.
ACTIVITY
View Transactions →Transactions
View recent purchases, sales and portfolio activity.
UPDATES
View Updates →Monthly Updates
Monthly commentary covering portfolio changes, new positions and investment decisions.