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Portfolio

Your portfolio, decoded

Portfolio
Total portfolio value
Invested
Deployed
Gain / Loss
Cash drag
Performance
Portfolio
60/40 SPY/AGG

Past performance and simulations are not indicative of future results.

Portfolio allocation
Top holdings
Diversification — are your holdings actually different?
Rolling 60-day return correlations · 1.0 = identical · 0.0 = independent · −1.0 = opposite
−1
+1
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