IBKR joint
joint account created for tax / some benefits purposes
Portfolio Value
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| Stock | Shares | Price | Adjusted CB | Value | FWD Dividends | XIRR | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|
| Total (20): | €38,230.03 | €38,820.34 | €2,169.21 | 92.39% | 5.76% | ||||
| ABBV | 5 | €152.28 | €847.22 | €761.40 | €29.87 | - | 3.41% | 9.91% | 6.92% |
| ARCC | 150 | €17.96 | €2,669.69 | €2,693.66 | €270.01 | 126.05% | 9.50% | 4.12% | 1.83% |
| BNS | 37 | €41.79 | €1,482.92 | €1,546.11 | €72.21 | 299.38% | 6.49% | 4.25% | 0.21% |
| CLX | 3 | €123.05 | €380.01 | €369.14 | €12.89 | -48.97% | 3.39% | 5.16% | 2.64% |
| ENB | 97 | €39.94 | €3,710.60 | €3,874.02 | €224.19 | 317.89% | 6.04% | 6.45% | 2.56% |
| JNJ | 13 | €138.62 | €1,811.70 | €1,802.03 | €59.95 | -16.27% | 3.13% | 6.46% | 5.62% |
| KHC | 10 | €25.93 | €255.24 | €259.33 | €14.08 | 69.56% | 5.52% | -1.94% | -5.93% |
| KMI | 145 | €23.86 | €3,433.74 | €3,459.06 | €150.43 | 27.61% | 4.27% | 13.32% | 2.48% |
| LMT | 3 | €408.52 | €1,199.68 | €1,225.56 | €36.10 | 103.05% | 2.91% | 10.34% | 7.15% |
| MMM | 5 | €114.62 | €583.10 | €573.11 | €12.90 | -43.67% | 2.20% | 4.89% | 0.67% |
| MO | 10 | €51.20 | €510.24 | €511.97 | €27.71 | 11.86% | 7.04% | 5.02% | 3.60% |
| NHI | 17 | €66.70 | €1,068.53 | €1,133.88 | €37.93 | 616.83% | 5.04% | 0.86% | -6.12% |
| O | 130 | €51.34 | €6,275.26 | €6,673.93 | €378.25 | 789.66% | 5.88% | 4.14% | 3.55% |
| OHI | 22 | €33.95 | €721.54 | €746.95 | €51.90 | 215.40% | 7.19% | 5.77% | 0.30% |
| PFE | 300 | €19.49 | €5,858.67 | €5,846.82 | €457.12 | -7.19% | 7.75% | 5.37% | -0.54% |
| T | 170 | €23.90 | €4,180.55 | €4,062.93 | €151.92 | -45.75% | 3.97% | -8.04% | -17.08% |
| TD | 5 | €53.43 | €250.68 | €267.16 | €13.05 | 1167.67% | 5.14% | 7.14% | 6.21% |
| TSN | 5 | €53.88 | €268.90 | €269.41 | €9.04 | 38.20% | 3.27% | 12.16% | 3.58% |
| VICI | 20 | €28.64 | €528.46 | €572.89 | €24.11 | 1356.25% | 5.76% | 8.04% | 7.78% |
| VZ | 56 | €38.77 | €2,193.30 | €2,170.98 | €135.56 | 19.00% | 6.09% | 2.39% | 1.96% |
| Total: | €38,230.03 | €38,820.34 | €2,169.21 | 92.39% | 5.76% |