Your Portfolio

Sample portfolio

Fidelity Roth IRA ··1093$34,637•••••Robinhood Individual ··4821$26,785•••••9 holdings

Synced Nov 4, 2026, 5:16 AM ET via SnapTrade · a picture of what you hold, not advice

Your Total Holdings

Today

Value$61,422•••••incl. $1,753••••• cash

+$7,432+••••• YTD

YTD+14.2%S&P 500 +11.6%

Unrealized gain+$7,748+•••••+14.9% on cost

Blended fee0.14%$86••••• a year

Yield1.6%$81••••• a month

ETFs$55,122•••••92%· 8 fundsStocks$4,547•••••8%· NVDA

VTI24%VOO18%SCHD14%JEPI9%QQQM8%IBIT7%SMH6%ARKK6%NVDA8%

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••••• invested

The Race

Your Portfolio vs the S&P 500

YTD

AYour portfolio8 ETFs + your 22 NVDA sharesBS&P 500VOO

Who led along the wayYour portfolioS&P 500

AYour portfolio+14.2%

S&P 500B+11.6%

Your lead this year+2.7 ptsahead by $1,400••••• on the same money+14.2% vs +11.6% on the same start

In front for100%of this year · 22 of 22 checkpoints

Past year+0.7 pts+12.4% vs +11.7% · still ahead

Sample portfolio · today’s holdings replayed · not your deposits · S&P 500 uses VOO · checkpoints about every two weeks

Each Holding vs Its Benchmark

8 holdings · S&P 500 = VOO · NVDA vs SMH

VTI vs VOO

YTD

AVTIVanguard+11.7%

VOOBVanguard+11.6%

Jan 1Nov 3

MeasureVTIVOO

Past year+11.8%+11.7%

Fee0.03%0.03%

Yield1.1%1.1%

VTI2wins0VOO

You hold $14,418••••• · +21.9% since you bought

SCHD vs VOO

YTD

ASCHDSchwab+32.8%

VOOBVanguard+11.6%

Jan 1Nov 3

MeasureSCHDVOO

Past year+39.0%+11.7%

Fee0.06%0.03%

Yield3.0%1.1%

SCHD3wins1VOO

You hold $8,355••••• · +6.7% since you bought

JEPI vs VOO

YTD

AJEPIJ.P. Morgan+7.0%

VOOBVanguard+11.6%

Jan 1Nov 3

MeasureJEPIVOO

Past year+10.1%+11.7%

Fee0.35%0.03%

Yield8.0%1.1%

JEPI1wins3VOO

You hold $5,229••••• · +2.3% since you bought

QQQM vs VOO

YTD

AQQQMInvesco+12.0%

VOOBVanguard+11.6%

Jan 1Nov 3

MeasureQQQMVOO

Past year+9.0%+11.7%

Fee0.15%0.03%

Yield0.5%1.1%

QQQM1wins3VOO

You hold $4,962••••• · +25.1% since you bought

NVDA vs SMH

YTD

ANVDANVIDIA · stock+11.1%

SMHBVanEck+44.0%

Jan 1Nov 3

MeasureNVDASMH

Past year+0.1%+42.1%

Feenone0.35%

Yield0.3%0.2%

NVDA1wins2SMH

You hold $4,547••••• · +11.1% since you bought

IBIT vs VOO

YTD

AIBITIShares−11.3%

VOOBVanguard+11.6%

Jan 1Nov 3

MeasureIBITVOO

Past year−27.2%+11.7%

Fee0.25%0.03%

Yield0.0%1.1%

IBIT0wins4VOO

You hold $4,104••••• · +30.8% since you bought

SMH vs VOO

YTD

ASMHVanEck+44.0%

VOOBVanguard+11.6%

Jan 1Nov 3

MeasureSMHVOO

Past year+42.1%+11.7%

Fee0.35%0.03%

Yield0.2%1.1%

SMH2wins2VOO

You hold $3,749••••• · +29.6% since you bought

ARKK vs VOO

YTD

AARKKARK+4.4%

VOOBVanguard+11.6%

Jan 1Nov 3

MeasureARKKVOO

Past year−8.9%+11.7%

Fee0.75%0.03%

Yield0.0%1.1%

ARKK0wins4VOO

You hold $3,284••••• · −14.9% since you bought

Gains and Losses

since you bought · 8 of 9 above what you paid

Your Best and Worst Holdings

Since you bought

Best %IBITiShares Bitcoin Trust ETF

+30.8%+$966+•••••

You paid$3,138•••••Now$4,104•••••

Best $VTIVanguard Total Stock Market ETF

+$2,594+•••••+21.9%

You paid$11,824•••••Now$14,418•••••

Worst %ARKKARK Innovation ETF

−14.9%−$576−•••••

You paid$3,860•••••Now$3,284•••••

Worst $ARKKARK Innovation ETF

−$576−•••••−14.9%

You paid$3,860•••••Now$3,284•••••

HoldingGain$You hold

IBITiShares Bitcoin Trust ETF+30.8%+$966+•••••$4,104•••••

SMHVanEck Semiconductor ETF+29.6%+$856+•••••$3,749•••••

QQQMInvesco NASDAQ 100 ETF+25.1%+$994+•••••$4,962•••••

VTIVanguard Total Stock Market ETF+21.9%+$2,594+•••••$14,418•••••

VOOVanguard S&P 500 ETF+19.8%+$1,819+•••••$11,021•••••

NVDANVIDIA · stock+11.1%+$453+•••••$4,547•••••

SCHDSchwab U.S. Dividend Equity ETF+6.7%+$525+•••••$8,355•••••

JEPIJPMorgan Equity Premium Income ETF+2.3%+$117+•••••$5,229•••••

ARKKARK Innovation ETF−14.9%−$576−•••••$3,284•••••

Sample portfolio · gain on what you paid for each position you hold now · dashed line = your whole portfolio, +$7,748+••••• on $51,921••••• +14.9%

Who Made Your Money

Since you bought

Made +$8,324+••••• on 8 holdings · gave back −$576−••••• on 1 · net +$7,748+•••••8 holdings made money · 1 gave some back · net +14.9% on what you paid

VTIMostVanguard Total Stock Market ETF+$2,594+•••••31.2% of gains31.2%of your gains

VOOVanguard S&P 500 ETF+$1,819+•••••21.9% of gains21.9%of your gains

QQQMInvesco NASDAQ 100 ETF+$994+•••••11.9% of gains11.9%of your gains

IBITiShares Bitcoin Trust ETF+$966+•••••11.6% of gains11.6%of your gains

SMHVanEck Semiconductor ETF+$856+•••••10.3% of gains10.3%of your gains

SCHDSchwab U.S. Dividend Equity ETF+$525+•••••6.3% of gains6.3%of your gains

NVDANVIDIA+$453+•••••5.4% of gains5.4%of your gains

JEPIJPMorgan Equity Premium Income ETF+$117+•••••1.4% of gains1.4%of your gains

ARKKTook backARK Innovation ETF−$576−•••••100.0% of losses100.0%of your losses

Sample portfolio · Nov 4, 2026 · winners as a share of what you made, losers as a share of what you gave back · holdings under 0.5% of either side folded into one row

Leaders and Laggards

YTD

HoldingYTD

Fastest

SMHVanEck Semiconductor ETF+44.0%

SCHDSchwab U.S. Dividend Equity ETF+32.8%

QQQMInvesco NASDAQ 100 ETF+12.0%

Slowest

IBITiShares Bitcoin Trust ETF−11.3%

ARKKARK Innovation ETF+4.4%

JEPIJPMorgan Equity Premium Income ETF+7.0%

Sample portfolio · each holding’s own return, this year to the Nov 3 close · dashed line = your whole portfolio

Your Biggest Losses So Far

Unrealized

HoldingBelow what you paidAbove%

ARKKARK Innovation ETF−14.9%

Barely ahead · your smallest gains

JEPIJPMorgan Equity Premium Income ETF+2.3%

SCHDSchwab U.S. Dividend Equity ETF+6.7%

NVDANVIDIA · stock+11.1%

All 9what you paid $51,921••••• → now $59,669•••••gain on what you paid, all 9 holdings+$7,748+•••••+14.9%

Sample portfolio · gain or loss on what you paid, positions you still hold · nothing sold yet counts here

Your Best and Worst Trade

Closed trades

Best trade[…]bought […] · sold […] · held […]

[…][…]

Worst trade[…]bought […] · sold […] · held […]

[…][…]

Realized this year[…]

Trades closed[…]

Closed trades won[…]

How often you trade[…] trades this year

JanFebMarAprMayJunJulAugSepOctNov

Fills in from your trade history · SnapTrade

Sample portfolio · no buys or sells with dates are loaded yet · nothing here is estimated

Your Habits

9 habits · 6 from your holdings

What You Buy

Money put in

48%25%13%

Low-cost coreVTI · VOO · QQQM$24,994•••••48.1%

IncomeSCHD · JEPI$12,942•••••24.9%

ThematicSMH · ARKK$6,753•••••13.0%

StocksNVDA$4,094•••••7.9%

CryptoIBIT$3,138•••••6.0%

Sample portfolio · what you paid for each position you hold, $51,921••••• in all · by bucket

What Pays Off for You

Gain on what you put in

BucketGain$

Crypto+30.8%+$966+•••••

Low-cost core+21.6%+$5,408+•••••

Stocks+11.1%+$453+•••••

Income+5.0%+$642+•••••

Thematic+4.1%+$280+•••••

Sample portfolio · gain since you bought, by bucket · dashed line = your whole portfolio · thematic = SMH +$856+•••••+29.6%, ARKK −$576−•••••−14.9%

Your Hit Rate

Open positions

8 of 9open positions above what you paid89%

VTI+21.9%+$2,594+•••••

VOO+19.8%+$1,819+•••••

SCHD+6.7%+$525+•••••

JEPI+2.3%+$117+•••••

QQQM+25.1%+$994+•••••

NVDA+11.1%+$453+•••••

IBIT+30.8%+$966+•••••

SMH+29.6%+$856+•••••

ARKK−14.9%−$576−•••••

Above water 8 holdings · $56,385••••• · +$8,324+•••••Under water 1 · $3,284••••• · −$576−•••••

Closed trades won[…]

Fills in from your trade history · SnapTrade

Sample portfolio · sorted by size · each tile = gain since you bought

If You’d Sold at the High

This year

+24.3%if each had sold at its own highnow +14.9% · $4,847••••• more at the highs+9.3 pts more at the highs

gain at its high given back gain now

HoldingAt highNowMissed

SMH+67.2%+29.6%$1,087•••••−37.6 pts

IBIT+64.6%+30.8%$1,061•••••−33.8 pts

NVDA+28.6%+11.1%$716•••••−17.5 pts

QQQM+38.6%+25.1%$537•••••−13.5 pts

ARKK−1.7%−14.9%$509•••••−13.2 pts

VTI+25.9%+21.9%$471•••••−4.0 pts

VOO+23.7%+19.8%$360•••••−3.9 pts

SCHD+7.8%+6.7%$82•••••−1.1 pts

JEPI+2.7%+2.3%$23•••••−0.4 pts

Sample portfolio · gain on what you paid · daily closes this year · today’s shares · each holding at its own high

Exits You Missed

19 give-backs

19 times a holding ran up 10%+, then gave 10%+ back

entry run-up 10%+ gave back 10%+ now You paid · your average cost this year

HoldingThis year · Jan 1 → Nov 3Best runNow vs high

IBIT 5×round trip+47.2%to Sep 21−20.5%−$1,061−•••••

SMH 4×+76.0%to Jun 3−22.5%−$1,087−•••••

NVDA 4×+42.7%to May 14−13.6%−$716−•••••

ARKK 4×+31.5%to Oct 5−13.4%−$509−•••••

QQQM 2×+33.7%to Jun 2−9.8%−$537−•••••

VTI · VOO · SCHD · JEPI no give-backs this year—−3.2% to 0%

All 9below this year’s highs, each at its own−$4,847−•••••−7.5%

Sample portfolio · daily closes this year · today’s shares · “You paid” = your average cost (we don’t have your buy dates)

Missed Upside

This year

$4,847•••••−9.3 ptsmissed upside this year+$12,595+••••• at the highs → +$7,748+••••• now+24.3% at the highs → +14.9% now

19 give-backs · ran up 10%+, gave 10%+ backIBIT NVDA SMH ARKK QQQM

you paid up to its high given back now

HoldingYou paidHighNowAt its highNowMissed

SMHpaid $2,893•••••+67.2%+$1,943+••••• · Jun 22+29.6%+$856+•••••$1,087•••••−37.6 pts−37.6 pts

IBITpaid $3,138•••••+64.6%+$2,027+••••• · Jan 14+30.8%+$966+•••••$1,061•••••−33.8 pts−33.8 pts

NVDApaid $4,094•••••+28.6%+$1,169+••••• · Oct 6+11.1%+$453+•••••$716•••••−17.5 pts−17.5 pts

QQQMpaid $3,968•••••+38.6%+$1,531+••••• · Oct 6+25.1%+$994+•••••$537•••••−13.5 pts−13.5 pts

ARKKpaid $3,860•••••−1.7%−$67−••••• · Oct 5−14.9%−$576−•••••$509•••••−13.2 pts−13.2 pts

VTIpaid $11,824•••••+25.9%+$3,065+••••• · Aug 13+21.9%+$2,594+•••••$471•••••−4.0 pts−4.0 pts

VOOpaid $9,202•••••+23.7%+$2,180+••••• · Oct 6+19.8%+$1,819+•••••$360•••••−3.9 pts−3.9 pts

SCHDpaid $7,830•••••+7.8%+$607+••••• · Nov 2+6.7%+$525+•••••$82•••••−1.1 pts−1.1 pts

JEPIpaid $5,112•••••+2.7%+$140+••••• · Oct 29+2.3%+$117+•••••$23•••••−0.4 pts−0.4 pts

All 9paid $51,921•••••+24.3%+$12,595+••••• · each at its high+14.9%+$7,748+•••••$4,847•••••−9.3 pts−9.3 pts

Sample portfolio · gain on what you paid at each holding’s own high this year vs now · daily closes · today’s shares · we don’t have your buy dates

How Long You Hold

Trades

[…]your typical hold

[…]Under 1 wk[…]1–4 wk[…]1–6 mo[…]6–12 mo[…]1–2 yr[…]2 yr +

Fills in from your trade history · SnapTrade

Long Holds vs Swing Trades

Win rate

You win […] of your swing trades and […] of your long holds.

Long holdsa year or more

Win rate[…]

Avg result[…]

Swing tradesunder 4 weeks

Win rate[…]

Avg result[…]

Fills in from your trade history · SnapTrade

When You Buy

By month

[…]your busiest month for buying

JFMAMJJASOND

After an up day[…] of your buys

After a down day[…] of your buys

Fills in from your trade history · SnapTrade