G O A L S

NET WORTH: $XX,XXX

Account Value
Charles Schwab $XX,XXX
Huntington $X,XXX
PNC $X,XXX
Cash $XX

Portfolio Strategy

Stock Mean Return Variance Mean Return/Variance Alpha Score
AAPL 1 1 1 0.5 1.5
DCRC 1 1 1 0.5 1.5
DUOL 1 1 1 0.5 1.5