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Private choices are visible only to you while signed in. Private and Real-Money histories illustrate current holdings, not actual brokerage returns. Model portfolios use their own selection dates, so methodologies can differ.

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Illustrative $10,000 return

PortfolioHoldings$10k valueP/LReturnCoverage
Real-money12$10,003.87$3.870.04%100.00%
$500M ≤ market cap < $1B10$10,081.21$81.210.81%100.00%
$1B ≤ market cap < $5B10$10,119.95$119.951.20%100.00%
$5B ≤ market cap < $10B10$10,110.68$110.681.11%100.00%
$10B ≤ market cap ≤ $100B10$10,131.91$131.911.32%100.00%
Market cap > $100B10$10,055.11$55.110.55%100.00%

Private and Real-Money values illustrate current holdings over available history, not actual brokerage value, P/L or return. Other portfolios use their own selection dates and methods; keep these differences in mind.

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