Investments

Maya's brokerage

Every position valued live — itemized here, not just the single Plaid balance. This mirrors your brokerage account (already counted in net worth), so it's a live detail view, never double-counted.

$18,951▲ $0.00 (0.00%) today
Northgate brokerage · live · synced never

Market value

$18,951

11 holdings + cash

Unrealized gain/loss

+$0

+0.00% on cost

Today

+$0

+0.00%

HoldingPriceQtyValueUnrealized G/L
ETFs
NMCGNorthgate Mega Cap Growth ETF
—
22
$1,640.00
+$0.00+0.00%
NITFNorthgate Information Technology ETF
—
70
$4,420.00
+$0.00+0.00%
NRGFNorthgate Russell 1000 Growth ETF
—
12
$1,410.00
+$0.00+0.00%
NSPGNorthgate S&P 500 Growth ETF
—
38
$1,840.00
+$0.00+0.00%
NHDYNorthgate High Dividend Yield ETF
—
11
$1,180.00
+$0.00+0.00%
Stocks
HLEDHelio Dynamics
—
17
$3,620.00
+$0.00+0.00%
ORFDOrchard Foods
—
8
$270.00
+$0.00+0.00%
VNTSVanta Systems
—
1
$460.00
+$0.00+0.00%
CBLBCobalt Labs
—
2
$810.00
+$0.00+0.00%
DRFTDrift Mobility
—
5
$1,380.00
+$0.00+0.00%
PNMKPinemark Health
—
12
$1,780.00
+$0.00+0.00%
Cash
Cash & settlementSweep / un-invested
—
—
$141.00
—
Total$18,951.00+$0.00

Live prices from Yahoo Finance, cached daily. Mirrors your brokerage — already in net worth via Plaid — itemized and live here, not double-counted. Cost basis is derived from your brokerage snapshot, so unrealized gain/loss moves with the market. 11 quote(s) unavailable right now — shown at cost.

Rao's RSUs

Restricted stock is total comp, not take-home — so it never shows up in spending, but it's real wealth. Vested shares are already in your net worth (brokerage); upcoming vests are valued live and feed your 2029 plan.

Live NWND price unavailable right now — try Sync now, or check back shortly.

If everything went badly for thirteen years

Your money floors at 0.28% a year rather than the 0.10% an equity-only reading gives it. 66% of what you hold does not move with the stock market.

property · stressed, not measured62% · floors at 0.0%
equity34% · floors at 0.1%
deposit2% · floors at 6.0%
gold1% · floors at 9.7%
cash1% · floors at 0.0%

One line is a stress rather than a measurement. No long-run total-return index for Indian residential land stands up, so it is held flat for thirteen years — chosen to be pessimistic, not to be accurate. It is also the largest line here, which is why the blend helps less than it looks like it should.

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