Robinhood · Fidelity (sample) · ETFs and stocks · synced Nov 4, 2026, 5:55 AM ET
Your Total Holdings Today Value $61,422 ••••• incl. $1,753 •••••
Unrealized gain +$7,748 +••••• +14.9% on cost
Blended fee 0.14% $86 •••••
Yield 1.6% $81 •••••
ETFs $55,122 ••••• 92% · 8 funds Stocks $4,547 ••••• 8% · NVDA
VTI 24% VOO 18% SCHD 14% JEPI 9% QQQM 8% IBIT 7% SMH 6% ARKK 6% NVDA 8%
Low-cost core $30,401 ••••• 51% Income $13,584 ••••• 23% Thematic $7,033 ••••• 12% Stocks $4,547 ••••• 8% Crypto $4,104 ••••• 7%
Sample portfolio · Nov 4, 2026 · bar = each holding’s part of the $59,669 •••••
$1.15 ••••• is what each $1 dollar you put in
YOU PUT IN $51,921 ••••• CASH $1,753 ••••• THE MARKET ADDED +$7,748 +••••• +14.9% on cost 84.5% of today’s value Sample portfolio · Nov 4, 2026 · put in = what you paid for today’s positions (no deposit dates on file) · market added = gain since you bought
Your Value Over Time YTD 1M 3M YTD 1Y
Your value You put in incl. cash Market added Below what you put in S&P 500 same $53,990 •••••
$50k $55k $60k $65k $53,990 ••••• on Jan 1 High $64,332 ••••• Low $51,070 ••••• $60,022 ••••• S&P 500 $61,422 ••••• today +$7,748 +••••• the market added $53,674 ••••• put in You put in $53,674 ••••• $1,753 ••••• Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Today’s holdings replayed · not your deposits · put in = what you paid for today’s positions $51,921 ••••• $1,753 ••••• · 8 ETFs + 22 NVDA shares · S&P 500 = VOO from the same start · Sample portfolio · Nov 4, 2026
All 9 ETFs 8 Stocks 1 All accounts Robinhood Individual ··4821 (6) Fidelity Roth IRA ··1093 (4)
# Holding▴▾ Name▴▾ Strategy▴▾ Trend Value▼ Share▴▾ Fee▴▾ $/yr▴▾ Yield▴▾ Since bought▴▾ YTD▴▾ 1 VTI Vanguard Total Stock Market ETF $14,418 ••••• 0.03% $4.33 ••••• 1.1% +$2,594 +••••• +21.9% +21.9% +11.7% 2 VOO Vanguard S&P 500 ETF $11,021 ••••• 0.03% $3.31 ••••• 1.1% +$1,819 +••••• +19.8% +19.8% +11.5% 3 SCHD Schwab U.S. Dividend Equity ETF $8,355 ••••• 0.06% $5.01 ••••• 3.0% +$525 +••••• +6.7% +6.7% +32.8% 4 JEPI JPMorgan Equity Premium Income ETF $5,229 ••••• 0.35% $18.30 ••••• 8.0% +$117 +••••• +2.3% +2.3% +7.0% 5 QQQM Invesco NASDAQ 100 ETF $4,962 ••••• 0.15% $7.44 ••••• 0.5% +$994 +••••• +25.1% +25.1% +12.0% 6 NVDA NVIDIA · 22 sh × $206.69 ••••• $4,547 ••••• — — 0.3% +$453 +••••• +11.1% +11.1% +11.1% 7 IBIT iShares Bitcoin Trust ETF $4,104 ••••• 0.25% $10.26 ••••• 0.0% +$966 +••••• +30.8% +30.8% −11.3% 8 SMH VanEck Semiconductor ETF $3,749 ••••• 0.35% $13.12 ••••• 0.2% +$856 +••••• +29.6% +29.6% +44.0% 9 ARKK ARK Innovation ETF $3,284 ••••• 0.75% $24.63 ••••• 0.0% −$576 −••••• −14.9% −14.9% +4.4% Cash Uninvested cash — $1,753 ••••• — — — — — Total 8 ETFs, 1 stock and cash · 2 accounts $61,422 ••••• 0.14% $86.40 ••••• 1.6% +$7,748 +••••• +14.9% +14.9% +14.2%
Sample portfolio · Nov 4, 2026 · share = each holding’s part of the invested money in the view · trend and YTD = each holding’s own return this year · since bought = today’s value vs what you paid
$978 ••••• about $81 •••••
1.64% yield on what you invested, last 12 months
JEPI monthly $416 ••••• 42.6%
SCHD quarterly $248 ••••• 25.3%
VTI quarterly $153 ••••• 15.7%
VOO quarterly $118 ••••• 12.1%
QQQM quarterly $23 ••••• 2.4%
NVDA quarterly $11 ••••• 1.2%
SMH once a year $8 ••••• 0.8%
IBIT · ARKK pay nothing
$0 $50 $100 $150 $200 $178 ••• 18% Dec $39 ••• 4% Jan $31 ••• 3% Feb $167 ••• 17% Mar $39 ••• 4% Apr $41 ••• 4% May $178 ••• 18% Jun $35 ••• 4% Jul $33 ••• 3% Aug $168 ••• 17% Sep $37 ••• 4% Oct $32 ••• 3% Nov Sample portfolio · Nov 4, 2026 · paid in the last 12 months at today’s shares · Dec–Nov
Chance a hold of each length ended higher
Holding 1 mo 6 mo 1 yr 3 yrs 5 yrs Since JEPI 70% 85% 90% 100% 100% 2020
VOO 69% 82% 89% 100% 100% 2010
SCHD 66% 81% 87% 100% 100% 2011
SMH 65% 80% 85% 100% 100% 2011
VTI 66% 75% 81% 93% 99% 2006
QQQM 64% 77% 80% 100% 100% 2020
NVDA 61% 74% 77% 82% 88% 2003
ARKK 60% 64% 72% 69% 68% 2014
IBIT 56% 61% 48% […] […] 2024
Ended higher
Worst year NVDA −82.8% 2007 ARKK −72.8% 2021 IBIT −49.0% 2025 VTI −47.4% 2008
Sample portfolio · share of every holding window since launch that ended higher · price with dividends · past odds, not a promise
≈ 12.8% of everything you own is NVDA ≈ $7,852 •••••
Via 6 funds $3,305 ••••• 42% 22 shares $4,547 ••••• 58%
VTI · VOO · SMH · QQQM · ARKK · JEPI
Biggest holding · VTI 24.2%
Biggest strategy · Low-cost core 50.9%
Biggest issuer · Vanguard 46.2%
Top 10 companies · together 31.7%
Crypto · IBIT 6.9%
Companies under your funds ≈ 3,531
Sample portfolio · Nov 4, 2026 · estimate · look-through of your funds’ holdings · of $61,422 •••••
A Your portfolio B S&P 500 VOO
−10% 0% +10% +20% +11.6% +14.2% Jan 1 Nov 3 +14.2% Year to date · +2.7 pts +11.6%
+12.4% Past year · +0.7 pts +11.7%
0.14% Fee · lower wins 0.03%
3–1 You win
Your portfolio = today’s holdings replayed (8 ETFs + 22 NVDA shares) · not your deposits · S&P 500 = VOO · lower fee wins