Portfolio
$239,167 total · 2026-03
FIRE
$239,167of $1,650,000
14.5% funded
EUR 1.5M target (~USD 1.65M at 1.10).
Mortgage Freedom Fund
$0of $120,000
0.0% funded
EUR 3k/mo until Jun-2028, then EUR 2k/mo. Target is a placeholder - set your mortgage balance.
Allocation by asset class
Equities (ETFs)31.0% · $74,237
Crypto69.0% · $164,931
Equities vs Crypto over time
Equities Crypto
IBKR (Kerneloud LLC) · $74,237 · FIRE
| Ticker | Value | Actual | Target | Drift |
|---|---|---|---|---|
| VOOVanguard S&P 500 | $44,650 | 60.1% | 35.0% | +25.1% |
| VXUSVanguard Total International | $0 | 0.0% | 25.0% | -25.0% |
| AVUVAvantis US Small Cap Value | $0 | 0.0% | 20.0% | -20.0% |
| AVDVAvantis Intl Small Cap Value | $0 | 0.0% | 10.0% | -10.0% |
| QQQMInvesco Nasdaq 100legacy | $29,586 | 39.9% | 10.0% | +29.9% |
Drift = actual minus target. Negative means under-weight (buy more to rebalance).
Trade Republic · $0 · Mortgage Freedom Fund
| Ticker | Value | Actual | Target | Drift |
|---|---|---|---|---|
| VUAAVanguard S&P 500 UCITS Acc | $0 | 0.0% | 70.0% | -70.0% |
| WSMLiShares MSCI World Small Cap UCITS | $0 | 0.0% | 30.0% | -30.0% |
Drift = actual minus target. Negative means under-weight (buy more to rebalance).
BTC (self-custody) · $164,931 · FIRE
| Ticker | Value | Actual | Target | Drift |
|---|---|---|---|---|
| BTCBitcoin | $164,931 | 100.0% | 100.0% | 0.0% |
Drift = actual minus target. Negative means under-weight (buy more to rebalance).