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How is my portfolio performing?
Updated over a week ago

You’ll can see how your Guideline 401(k) or IRA portfolio is performing at any time within the Portfolio page of your dashboard. Below is an overview of the performance markers we track for you:

  • Last 7 days: Your portfolio’s performance or total return over the last week.

  • Your all time: Your portfolio’s performance or total return since you started investing.

  • Current weight: This percentage shows the proportion of the portfolio the asset represents.

  • Number of shares: The number of shares you own in the mutual fund.

  • Market value: The value of your holdings in the asset.

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