⚠️ Important Disclaimer
This is NOT financial advice. OppenFolio is a personal investment experiment for educational and informational purposes only. The data presented reflects actual trades but does not constitute investment recommendations or professional financial advice. Investing in ETFs and securities involves substantial risk, including the potential loss of principal. Past performance does not guarantee future results. You should consult with a qualified financial advisor before making any investment decisions. The author is not a registered investment advisor and assumes no responsibility for your investment decisions.
Portfolio Overview
Monthly Dividend Progress
Conservative estimate vs. actual dividends paid this month
Market Sentiment Snapshot
Barbell Allocation
Symbol Performance & Contributions
Total contribution includes unrealized gains/losses plus all dividends paid to date.
Income Distribution by Symbol
Shows each symbol's percentage of total portfolio income and estimated income per $1,000 invested.