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Protected portfolio

Your investment accounts

Mock holdings stay in this browser session and never touch your account.
Household portfolio$36,533.02

$10,308.68 total gain

Total invested$26,224.34
Accounts2
Holdings5

Fidelity Joint performance

Live household position value · Twelve Data

Your top movers for today

A quick market view of the holdings you own

Last price
AAPLApple$225.32
-0.43%
VTIVanguard Total Stock Market ETF$298.18
-0.86%
MSFTMicrosoft$511.44
-0.15%
VOOVanguard S&P 500 ETF$591.16
-0.85%
SCHDSchwab U.S. Dividend Equity ETF$28.51
-0.39%

Allocation

By account

Fidelity Joint65.1%
Samuel Roth IRA34.9%

Watchlist

Owned positions

5
AAPLApple$225.32-0.43%
VTIVanguard Total Stock Market ETF$298.18-0.86%
MSFTMicrosoft$511.44-0.15%
VOOVanguard S&P 500 ETF$591.16-0.85%
SCHDSchwab U.S. Dividend Equity ETF$28.51-0.39%

Fidelity Joint

Joint brokerage

SharesAvg. costInvested

Future projection

Explore how this portfolio could grow. Adjust the assumptions to model your household's plan.

Projected value$159,961.40
Total contributed$96,533.02
Estimated growth$63,428.38
Illustrative estimate only. Returns are not guaranteed and inflation, fees, and taxes are not included.