What does this trade do to my whole portfolio?

You already hold AAPL through your funds: 3.6% of your portfolio. After this buy, 12.3%.

AAPL, held directly

0.0% → 9.1%

AAPL, including your funds

3.6% → 12.3%

Allocation

• Stocks 89% to 90%Stocks 89% → 90%
• Bonds 10% to 9%Bonds 10% → 9%

Portfolio $10,000 → $11,000, all new money.

This simulator shows hypothetical results based on your current holdings and the trade you entered. It does not predict performance, account for taxes or transaction costs, or recommend any transaction. For education and research only.