S&P 500 4,783.45 0.52%
NASDAQ 15,973.63 0.23%
DOW 37,592.98 0.35%
Breaking: Tech stocks surge as AI innovations drive market gains • Federal Reserve signals potential rate changes in upcoming meeting • Global markets respond to latest economic indicators • Major merger announcement impacts industry landscape • Dividend stocks showing strong performance in volatile market • Energy sector leads market gains as oil prices stabilize •
2.5%

Total Income

$124,234.89

5.2%

Portfolio Growth

+12.34%

1.8%

Total Assets

891

Monthly Calendar

March 2024

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Sa

Performance Overview

Asset Allocation

Performance Overview

Asset Allocation

Performance Overview

Dividend Stocks

Ticker Security Name Price ($) Yield (%) 52-Week Range Last 7 Days
BAC Bank of America $177.48 4.42%
$129.56
$216.53
C Citigroup Inc. $188.00 1.78%
$141.00
$250.04
WFC Wells Fargo & Co. $234.81 4.47%
$183.15
$293.51
GS Goldman Sachs $28.90 1.84%
$21.10
$36.13
MS Morgan Stanley $171.09 4.28%
$136.87
$208.73
BLK BlackRock Inc. $193.06 1.70%
$171.82
$218.16
USB U.S. Bancorp $171.10 4.56%
$145.44
$210.45
AXP American Express $198.07 4.41%
$144.59
$223.82
UNH UnitedHealth Group $68.78 3.99%
$58.46
$77.03
CVS CVS Health Corp. $112.09 3.78%
$82.95
$142.35