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Portfolio Overview
Holdings, allocation, performance, and household FIRE projection
Total Value
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Est. Annual Dividend
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—Portfolio Yield
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Day Change
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Top Holding
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Portfolio Goal
$0 / $1,000,000Today's Movers
Sector Breakdown
Est. Next Quarter
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~dividends in 3 months4% Rule (Portfolio)
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sustainable annual withdrawalTop Dividend Contributors
Stocks
$0
0%ETFs
$0
0%Retirement
$0
0%Portfolio Performance
Allocation
All Positions
| Symbol / Name | 1Y | Type | Qty | Price | Value | Est. Annual Div | Yield | Allocation | Day Δ |
|---|---|---|---|---|---|---|---|---|---|
| Loading positions... | |||||||||
| Total | $0.00 | $0.00 | — | 100% | — | ||||
Household FIRE path
Dual-income projection through 2055: your 401(k) + taxable (split contributions) vs. her balance and contributions from mid-2028. Your assets in the table and chart use the same Total Value as above (split 50/50 between the two contribution buckets for the growth model) whenever holdings load or refresh.
Position Values
Your annual contributions & account balances
Roth 401(k) numbers use your fixed per-paycheck deferral (not adjustable here). Drag the slider to see how different individual brokerage monthly amounts change your out-of-pocket total and total new money per year. Roth IRA is shown as existing balance only—$0 new contributions in this model.
Roth 401(k) (Voya)
Individual brokerage
Roth IRA
$0 new contributions — compounds on $12,292.00 already there.
Current balances: Roth 401(k) vs individual vs Roth IRA
Roth 401(k) = sum of Voya holdings above. Individual = stocks + ETFs. Roth IRA = configured balance.
Projected balances by account
Year-end balances for Roth 401(k), individual brokerage, and Roth IRA. Starting amounts match live portfolio (Voya + stocks/ETFs) and your configured Roth IRA; contributions match the slider and fixed 401(k) deferral + match.
| Year (end) | Roth 401(k) | Individual | Roth IRA | Combined |
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