What if you had split it?
Divide one amount between up to four investments and see what the mix is worth today.
If I had splitat the start oflike this:
Total: 100%
it would be worth today
$74,063
74.1xAll of it in an S&P 500 index fund: $4,564
| Investment | Put in | Worth now | Share |
|---|---|---|---|
| Apple | $500 | $6,795 | 9% |
| Bitcoin | $250 | $66,429 | 90% |
| Gold ETF (GLD) | $250 | $839.08 | 1% |
Bought together at the start of 2015 and never rebalanced, so the winners grow into a bigger share.
How the mix is calculated
Each slice is bought at the start of the chosen year at that year’s first price, then held until today with no rebalancing. Stock and fund values include reinvested dividends; the S&P 500 comparison does too. Fees and taxes are not included. Past returns don’t predict future ones.