ACCOUNT
MARKET VALUE
ANNUAL INCOME
WEIGHT(%)
GAIN/LOSS(%)
BROKERAGE
$40,414.14
$90.98
5.89
-1.09
HEALTH SAVINGS
$13,403.49
$83.19
1.94
+5.23
ROTH 401(k)
$279,699.69
$2,984.26
40.78
+5.04
ROTH IRA
$128,230.42
$403.15
18.70
+7.26
TRADITIONAL IRA
$224,192.33
$500.26
32.69
+6.76
TOTALS
$685,940.08
$4,065.38
100%
+5.66
TICKER
EXPOSURE
MARKET VALUE
ANNUAL INCOME
WEIGHT(%)
ARKG
GENOMICS
$92,270.14
$712.30
13.45
ARKK
INNOVATION
$91,044.85
$1297.93
13.28
ARKQ
AI / ROBOTICS
$75,574.53
$500.26
11.02
ARKW
BLOCKCHAIN
$96,384.70
$974.03
14.05
OGIG
INTERNET
$73,901.98
$0
10.78
PBW
CLEAN ENERGY
$14,443.37
$49.31
2.11
SMH
SEMICONDUCTORS
$41,432.44
$244.50
6.04
TAN
SOLAR
$12,958.67
$9.85
1.89
VIGIX
S&P 500 GROWTH
$13,403.49
$83.94
1.94
WCLD
CLOUD
$74,715.83
$0
10.89
XITK
CYBERSECURITY
$45,570.58
$53.20
6.64
XNTK
TECHNOLOGY
$41,227.40
$108.24
6.01
TOTALS
13 INVESTMENTS
$685,940.08
$4,065.38
100%
DATE
TICKER
EXPOSURE
INVESTED
04/19/21
ARKK
INNOVATION
$1,067.49
04/07/21
ARKK
INNOVATION
$1,916.86
03/18/21
ARKK
INNOVATION
$1,964.32
03/18/21
TSLA
ELECTRIC VEHICLES
$3,000.43
03/08/21
TSLA
ELECTRIC VEHICLES
$2,999.46
03/03/21
ARKG
GENOMICS
$4,500.57
03/03/21
ARKK
INNOVATION
$4,911.97
02/17/21
XITK
CYBERSECURITY
$2,432.88
02/17/21
ARKG
GENOMICS
$3,074.00
02/05/21
ARKG
GENOMICS
$3,150.27
YEAR
NET WORTH
INCREASE($)
INCREASE(%)
2021
$746,940.02
$39,382.71
5.27
2020
$707,557.31
$100,898.50
14.26
2019
$606,658.81
$130,089.77
21.44
2018
$476,569.04
$10,497.76
2.20
2017
$466,071.28
$93,278.05
20.01
2016
$372,793.23
$84,874.16
22.77
2015
$287,919.07
$32,008.66
11.21
2014
$255,910.41
$77,601.21
30.32
2013
$178,309.20
N/A
N/A
GOAL
AGE
AMOUNT
NET WORTH
70
$2,000,000
SOCIAL SECURITY
70
$44,460
DIVIDEND INCOME
70
$50,000