| Symbol | Shares | Current Price | Daily % | Current Value | Target Price | Target Value | Gain |
|---|---|---|---|---|---|---|---|
| PLTR | 0.0171 | $167.33 | $3 | $450 | $8 | +156% | |
| HOOD | 0.0934 | $109.35 | $12 | $300 | $28 | +175% | |
| IWM | 0.0208 | $238.74 | $5 | $320 | $7 | +34% | |
| NVDA | 0.2702 | $185.06 | $50 | $500 | $135 | +170% | |
| TSLA | 0.1422 | $410.50 | $62 | $800 | $114 | +95% | |
| AAPL | 0.6538 | $267.44 | $176 | $500 | $327 | +186% | |
| SPY | 0.3378 | $660.55 | $227 | $1,100 | $372 | +66% | |
| SBUX | 0.1432 | $82.24 | $12 | $130 | $19 | +58% | |
| V | 0.2570 | $336.64 | $86 | $550 | $141 | +64% | |
| BTC-USD | 0.0001927 | $101,631 | $20 | $250,000 | $48 | +140% | |
| CASH | β | β | $107 | $107 | $107 | 0% | |
| Total | β | $787 | $1,371 | +74% |
| Category | Amount |
|---|---|
| Vacation Fund ποΈ (CAD) | $148.89 |
| Christmas Gifts π (CAD) 4 family ($20-30) + 3 grandparents ($10) |
$100.00 ~$110-150 needed |
| Daily Allowance | -- |
| Income | $1,113 |
| Food | -$300 |
| Phone | -$130 |
| Old phone (1 payment left) $177 Dec bill + $500 device payoff |
-$677 |
| Gym | -$30 |
| Apple Watch Ultra 3 (49mm) | -$50 |
| Total Assets (Portfolio + Savings) | $787 USD + $200 CAD (~$144 USD) = ~$931 USD |
| Debt Payoff Goal | $4,700 |
| Remaining to Goal | $4,069 |
| Current Debt | $4,000 |
| Monthly Payment Capacity | $476 |
| Months Until Debt-Free | 8.4 months |
| Debt-Free Date | July 2026 |
| Apple Watch Ultra 3 (49mm) | $1,100 CAD ($110 down, ~$50/mo, 2 years) |
| MacBook Pro (16" M5 Pro, 36GB RAM, 512GB SSD) | Target: March 2025 (~$3,000) |
| Total Portfolio Value | $0 |
| 2030 Target | $0 |
| Potential Gain | +$584 (+74%) |
| Net Worth | $931 - $4,700 = -$4,069 |
| Monthly Surplus (Nov) | $1,113 - $637 = $476 |
| Monthly Surplus (Dec+) | $1,113 - $460 = $653 |
| Calculating milestones... |