serendivest.com

Portfolio Insight

Performance and allocation

See realized + unrealized returns, allocation breakdowns, and a simple index of your holdings versus a benchmark.

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Total value

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Total P/L

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Realized + Div

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Unrealized

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Return %

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Performance Comparison

Portfolio gains vs ASPI vs S&P SL20 (Base = 100)

Realized Profits Over Time

Cumulative realized gains including dividends

Realized vs Unrealized P/L

Per symbol breakdown

Dividend Income Timeline

Monthly dividend received (net after withholding)

Investment Allocation across Holdings

Hover for ticker details, total return %, and cost allocation percentage

Diversification across Sectors

Visual flow of total cost from portfolio to sectors to individual symbols