Portfolio Performance

Black Spring Capital

Current Value
$388,334.81
Total Contributed
$211,125.99
Net Income
$167,960.35
Total Return
83.9%
Annualized Return
13.3%

Portfolio Value

2021-042026-07
Latest: $379,086.34

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All dates

Profit & Loss

Income
Trading Gains$164,362.52
Dividend & Distribution Income$7,386.10
Total Income$171,748.62
Expenses
Software & Subscriptions$1,592.63
Legal & Professional Services$1,125.99
Brokerage Commissions & Fees$1,054.65
Bank Charges & Fees$15.00
Total Expenses$3,788.27
Net Income$167,960.35

Balance Sheet — as of today

Assets
TastyWorks Trading Account$309,738.87
Fundrise Investment Account$37,155.60
JamesTown Investment Account$25,000.00
Chase Checking$7,191.87
Total Assets$379,086.34