{"id":5590,"date":"2026-02-14T11:37:20","date_gmt":"2026-02-14T17:37:20","guid":{"rendered":"https:\/\/www.loweprofile.com\/investing101\/?p=5590"},"modified":"2026-02-16T15:48:57","modified_gmt":"2026-02-16T21:48:57","slug":"2025-performance-review","status":"publish","type":"post","link":"https:\/\/www.loweprofile.com\/investing101\/2025-performance-review\/","title":{"rendered":"2025 Performance Review"},"content":{"rendered":"\n

These are the 5 portfolios that I am able to view using the “Portfolio Performance” tab at Schwab. The algo behind this tab calculates the performance of a portfolio, regardless of contributions or withdrawals, buys or sells. Showing you the true performance of your portfolio including dividends. My “Tables & Charts” will differ from these performance stats. The tables and charts can only display a static portfolio over a given time frame, while a live portfolio may have buys and sells that are done for other reasons. Click to expand.<\/p>\n\n\n\n

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TPL 3 Prime<\/figcaption><\/figure>\n<\/div>\n\n\n\n
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TPL 4 Prime<\/figcaption><\/figure>\n<\/div>\n\n\n\n
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GML Prime<\/figcaption><\/figure>\n<\/div>\n<\/div>\n\n\n\n
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TPL 3 Roth<\/figcaption><\/figure>\n<\/div>\n\n\n\n
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TPL 4 Roth<\/figcaption><\/figure>\n<\/div>\n\n\n\n
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***Parker’s Roth is a 5 month run. ** Graces’ prime account will not calculate for some reason.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

These are the 5 portfolios that I am able to view using the “Portfolio Performance” tab at Schwab. The algo behind this tab calculates the performance of a portfolio, regardless of contributions or withdrawals, buys or sells. Showing you the true performance of your portfolio including dividends. My “Tables & Charts” will differ from these…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","footnotes":""},"categories":[21],"tags":[],"class_list":["post-5590","post","type-post","status-publish","format-standard","hentry","category-performance"],"_links":{"self":[{"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/posts\/5590","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/comments?post=5590"}],"version-history":[{"count":6,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/posts\/5590\/revisions"}],"predecessor-version":[{"id":5612,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/posts\/5590\/revisions\/5612"}],"wp:attachment":[{"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/media?parent=5590"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/categories?post=5590"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/tags?post=5590"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}