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RETIREMENT CAPITAL STRATEGIES13F | |
RETIREMENT CAPITAL STRATEGIES | |
Last update 2024-11-12 | 65 Stocks (18 new) |
Value $256.00 Mil | Turnover 35 % |
Portfolio Report |
RETIREMENT CAPITAL STRATEGIES's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
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RETIREMENT CAPITAL STRATEGIES Total Holding History ($B)
RETIREMENT CAPITAL STRATEGIES's Asset Allocation
RETIREMENT CAPITAL STRATEGIES Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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RETIREMENT CAPITAL STRATEGIES's Hypothetical Growth since 2024-09-30
RETIREMENT CAPITAL STRATEGIES's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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RETIREMENT CAPITAL STRATEGIES's Holdings Heat Map
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RETIREMENT CAPITAL STRATEGIES's Holdings Bubble Chart
RETIREMENT CAPITAL STRATEGIES News
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