Dividend Driven - Investing in Growth ETFs for Trending Exposure

Investment Accounts
  • ACCOUNT

  • MARKET VALUE

  • ANNUAL INCOME

  • WEIGHT(%)

  • GAIN/LOSS(%)

  • BROKERAGE

  • $40,414.14

  • $90.98

  • 5.89

  • -1.09

  • HEALTH SAVINGS

  • $13,403.49

  • $83.19

  • 1.94

  • +5.23

  • ROTH 401(k)

  • $279,699.69

  • $2,813.64

  • 40.78

  • +5.04

  • ROTH IRA

  • $128,230.42

  • $403.15

  • 18.70

  • +7.26

  • TRADITIONAL IRA

  • $224,192.33

  • $499.84

  • 32.69

  • +6.76

  • TOTALS

  • $685,940.08

  • $3,890.80

  • 100%

  • +5.66

Growth Portfolio
  • TICKER

  • EXPOSURE

  • MARKET VALUE

  • ANNUAL INCOME

  • WEIGHT(%)

  • ARKG

  • GENOMICS

  • $92,270.14

  • $650.94

  • 13.45

  • ARKK

  • INNOVATION

  • $91,044.85

  • $1188.68

  • 13.28

  • ARKQ

  • AI / ROBOTICS

  • $75,574.53

  • $499.84

  • 11.02

  • ARKW

  • BLOCKCHAIN

  • $96,384.70

  • $974.03

  • 14.05

  • OGIG

  • INTERNET

  • $73,901.98

  • $0

  • 10.78

  • PBW

  • CLEAN ENERGY

  • $14,443.37

  • $49.31

  • 2.11

  • QCLN

  • ELECTRIC VEHICLES

  • $13,012.10

  • $31.82

  • 1.90

  • SMH

  • SEMICONDUCTORS

  • $41,432.44

  • $244.50

  • 6.04

  • TAN

  • SOLAR

  • $12,958.67

  • $9.85

  • 1.89

  • VIGIX

  • S&P 500 GROWTH

  • $13,403.49

  • $81.62

  • 1.94

  • WCLD

  • CLOUD

  • $74,715.83

  • $0

  • 10.89

  • XITK

  • CYBERSECURITY

  • $45,570.58

  • $50.41

  • 6.64

  • XNTK

  • TECHNOLOGY

  • $41,227.40

  • $108.24

  • 6.01

  • TOTALS

  • 13 INVESTMENTS

  • $685,940.08

  • $3,890.80

  • 100%

Recent Purchases
  • DATE

  • TICKER

  • EXPOSURE

  • INVESTED

  • 03/03/21

  • ARKG

  • GENOMICS

  • $4,500.57

  • 03/03/21

  • ARKK

  • INNOVATION

  • $4,911.97

  • 02/17/21

  • XITK

  • CYBERSECURITY

  • $2,432.88

  • 02/17/21

  • ARKG

  • GENOMICS

  • $3,074.00

  • 02/05/21

  • ARKG

  • GENOMICS

  • $3,150.27

Net Worth
  • YEAR

  • NET WORTH

  • INCREASE($)

  • INCREASE(%)

  • 2021

  • $746,940.02

  • $39,382.71

  • 5.27

  • 2020

  • $707,557.31

  • $100,898.50

  • 14.26

  • 2019

  • $606,658.81

  • $130,089.77

  • 21.44

  • 2018

  • $476,569.04

  • $10,497.76

  • 2.20

  • 2017

  • $466,071.28

  • $93,278.05

  • 20.01

  • 2016

  • $372,793.23

  • $84,874.16

  • 22.77

  • 2015

  • $287,919.07

  • $32,008.66

  • 11.21

  • 2014

  • $255,910.41

  • $77,601.21

  • 30.32

  • 2013

  • $178,309.20

  • N/A

  • N/A

Retirement Goals
  • GOAL

  • AGE

  • AMOUNT

  • NET WORTH

  • 70

  • $2,000,000

  • SOCIAL SECURITY

  • 70

  • $44,460

  • DIVIDEND INCOME

  • 70

  • $50,000