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Benito Ocasio
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Total Balance
$9,021,489.00
Account No.
•••• 4821
Card
VISA Platinum
Income this month
$284,320
↑ 12.4% vs last mo.
Expenses this month
$3,840
↓ 5.1% vs last mo.
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Recent Transactions
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Spotify Royalties
Today, 9:14 AM
+$42,880
Apple Music Royalties
Yesterday, 2:30 PM
+$31,450
Uber — JFK Airport
Yesterday, 8:05 AM
−$58.40
YouTube Royalties
Apr 26, 11:00 AM
+$18,200
McDonald's
Apr 25, 1:20 PM
−$14.80
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Available Balance
$9,021,489.00
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From Account — •••• 4821
$9,021,489.00
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Electric
Con Edison, PG&E
Gas & Water
National Grid, Atmos
Internet
Comcast, AT&T, Verizon
Cell Phone
T-Mobile, AT&T, Verizon
Cable / TV
Spectrum, DirecTV
Rent / HOA
Property payment
Insurance
State Farm, Geico
Student Loan
Navient, MOHELA
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Savings
Total saved
$1,240,000
Interest earned
$62,400
Active plans
High-Yield Savings
5.2% APY
Balance:
$840,000
68% of $1.2M goal
CD — 12 Month
7.5% APY
Balance:
$400,000
Matures: Dec 31, 2025
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Loans
Pre-approved limit
$500,000
From 3.9% APR · No prepayment penalty
Loan products
Personal Loan
Up to $200k · 3.9% APR · 60 mo.
Apply
Home Mortgage
Up to $500k · 5.2% APR · 30 yr.
Apply
Auto Loan
Up to $100k · 4.1% APR · 72 mo.
Apply
Business Loan
Up to $500k · 4.5% APR · 84 mo.
Apply
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Investments
Portfolio value
$3,480,000
Total return
+24.6%
Holdings
S&P 500 Index
$1,200,000 · VOO
+18.2%
Tech Growth ETF
$980,000 · QQQ
+31.4%
Treasury Bonds
$1,300,000 · TLT
+6.1%
Real Estate REIT
$420,000 · VNQ
+9.3%
+ New Position
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Transactions
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Credits
Debits
Spotify Royalties
Apr 28 · 9:14 AM
+$42,880
Apple Music Royalties
Apr 27 · 2:30 PM
+$31,450
Uber — JFK Airport
Apr 27 · 8:05 AM
−$58.40
YouTube Royalties
Apr 26 · 11:00 AM
+$18,200
McDonald's — Fifth Ave
Apr 25 · 1:20 PM
−$14.80
Tidal Royalties
Apr 25 · 10:00 AM
+$9,660
Uber Eats
Apr 24 · 7:45 PM
−$23.60
Amazon Music Royalties
Apr 24 · 3:15 PM
+$7,430
Starbucks Reserve
Apr 23 · 8:12 AM
−$9.75
Uber — Midtown NYC
Apr 23 · 6:30 PM
−$34.20
Performance Royalties
Apr 22 · 9:00 AM
+$84,900
McDonald's — Times Sq.
Apr 21 · 12:40 PM
−$18.50
Netflix
Apr 20 · 3:00 AM
−$22.99
Deezer Royalties
Apr 20 · 10:00 AM
+$5,120
Whole Foods Market
Apr 19 · 5:45 PM
−$87.30
Uber Eats — Lunch
Apr 18 · 1:05 PM
−$31.80
BMI Publishing Royalties
Apr 15 · 9:00 AM
+$126,800
Apple Store NYC
Apr 14 · 2:30 PM
−$1,299.00
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My Cards
VISA PLATINUM
•••• •••• •••• 4821
CARD HOLDER
Benito A. Martinez
EXPIRES
09/28
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Profile
BO
Benito Antonio Martinez Ocasio
Platinum Member · Since 2018
Email
ocasiobenito199410@gmail.com
Phone
+1 (•••) ••• 3980
Tier
Platinum ✦
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