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Track and understand what you own — cost basis, total return, allocation and real diversification, without a fragile spreadsheet.
Tools these guides use
Berkshire’s latest 13F shows a $299.25B U.S. stock portfolio, larger Alphabet and Delta stakes, and cuts to Bank of America, Kroger and Capital One.
How much capital a $500, $1,000 or $2,500 monthly dividend income needs — across yields from 3% to 4.5%, before and after tax, with and without reinvesting.
Yield on cost versus current yield, the only date with a deadline, what makes a dividend safe, and how much capital a monthly income actually needs.
Add up what you own, subtract what you owe — plus what counts, what does not, and why the monthly trend tells you far more than the number itself.
How does a 401(k) employer match work? Learn contribution limits, vesting rules, tax choices, and strategies to maximize your retirement savings.
How is capital gains tax calculated in the US? Learn short-term vs. long-term rates, wash-sale rules, and how to report stock and crypto sales.
Stop guessing what your portfolio is worth. A simple system to track holdings, cost basis, gains and allocation — free, no spreadsheet.
Diversification is more than owning many stocks. Learn what real diversification looks like, how to measure your concentration, and how to fix it.