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JR
Portfolio overview
Retirement milestone
CA$68M Net Worth
94.6%
$2.7M to go
$47,284,500
+8.9% +$3,841,200 Year to date 2024
As of December 31, 2024
vs.
Portfolio
Net wealth performance chart.
Unrealised profit
Realised profit
Income
Expenses
Inflows
Outflows
Wealth allocation
Financial, real estate and business exposure.
Asset class allocation
Currency exposure
Monthly performance
Monthly performance by asset class.
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Cash flow forecast
12-month liquidity overview
Inflows Outflows
Inflows
Outflows
Net
Total expected inflows
Total expected outflows
Net cash position
Upcoming events — next 3 months
Income vs expenses (quarterly)
Income and expenses by quarter.
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Holding performance chart.
Performance reporting — Real estate
Top Holdings
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