FDA Tax Portfolio


Security quotes listed are likely to be the price as of EOD of the last trading day. Input the latest prices from your brokerage to model what allocations best match the portfolio policy.

Investing carries inherent risks including but not limited to the potential loss of principal. Past performance is no guarantee of future results. The information provided on this website is for informational purposes only and should not be considered financial advice. Nothing on this page should be construed as an offer to buy or sell any security. It is important to carefully consider your own financial situation before making any investment decisions. We recommend that you seek the advice of a licensed financial professional before making any investment decisions.

Ticker Price Policy % Target % Delta % Target $ Actual $ Excess $ Target # Actual # Buys (sells)
[[security.ticker]] [[numberWithCommas(security.weight)]]% [[numberWithCommas(actualSecurityWeights[index])]]% [[numberWithCommas(differenceFromTarget[index])]]% $[[numberWithCommas(targetAmounts[index])]] $[[numberWithCommas(currentAmounts[index])]] $[[numberWithCommas(excessAmounts[index])]] [[numberWithCommas(roundDecimal(counts[index] - currentCountValues[index], 2))]]
Total [[numberWithCommas(sumOfTargetWeights)]]% [[numberWithCommas(allocationPercentTotal)]]% [[numberWithCommas(deltaTotal).toFixed(2)]]% $[[numberWithCommas(targetAmountTotal)]] $[[numberWithCommas(currentAmountTotal)]] $[[numberWithCommas(excessTotal)]]