Reporting Period | Date | Phase | Portfolio | Avg. Score | Portfolio Value | Cash Idle | Expected Portfolio Return | XIRR | Health Score |
|---|---|---|---|---|---|---|---|---|---|
July 15, 2026 | Low Score | 8% | |||||||
July 15, 2026 | Market Norm | 5% | |||||||
July 15, 2026 | High Score | 9% | |||||||
July 15, 2026 | Benchmark | 7% |
Portfolio Snapshot
Updated every Monday. Snapshot reflects portfolio data through Sunday.