XTB USD

Portfolio Value

Stock % Shares AVG cost basis Price Value FWD Dividends G/L % R G/L% XIRR YoC Avg DGR Min DGR
Total (22): $28,387.96 $502.59 27.53% 8.63% 19.08% 2.43%
ADBE 0.86% 1 $299.87 $244.28 $244.28 - -18.54% - -22.63% - - -
AMZN 3.65% 4 $198.73 $258.76 $1,035.04 - 30.21% - 19.39% - - -
ASML 9.70% 2 $709.19 $1,376.98 $2,753.96 $16.86 94.16% 2.28% 45.49% 1.19% 20.66% 1.98%
BABA 1.14% 3 $95.56 $107.55 $322.65 $3.15 9.79% 49.20% 35.14% 0.82% - -
BAC 1.58% 9 $29.16 $49.93 $449.37 $12.18 71.23% 11.88% 20.19% 4.39% 12.50% 7.64%
BRK-B 2.02% 1 $478.48 $572.71 $572.71 - 19.69% - 14.53% - - -
BTI 4.21% 19 $30.46 $62.96 $1,196.15 $63.45 106.67% 30.09% 36.39% 10.96% 5.32% 3.24%
CSPX.L 15.65% 5.50 $529.66 $807.58 $4,441.69 - 52.47% - 18.49% - - -
CVS 6.80% 24 $62.74 $80.40 $1,929.60 $64.90 28.15% 12.91% 12.34% 4.24% 9.01% 5.98%
DIS 2.06% 5 $86.23 $117.15 $585.75 $7.50 35.85% 3.77% 10.80% 1.74% - -
GOOGL 14.96% 15 $216.74 $283.08 $4,246.13 $13.20 30.61% 0.43% 31.87% 0.41% - -
GRAB 1.73% 141 $3.85 $3.49 $492.09 - -9.25% - -18.63% - - -
LMT 0.81% 0.40 $423 $578.28 $231.31 $5.60 36.71% 4.04% 31.47% 3.26% 8.87% 5.63%
MCD 0.98% 1 $267.53 $277.35 $277.35 $7.60 3.67% 0.70% 15.15% 2.78% 10.17% 7.24%
META 4.26% 2 $593.65 $604.05 $1,208.10 $4.20 1.75% 0.20% 3.48% 0.35% - -
MO 5.18% 19 $40.45 $77.40 $1,470.51 $85.25 91.32% 30.58% 33.52% 10.98% 4.53% 2.96%
MSFT 7.52% 4 $398.95 $533.86 $2,135.44 $16.88 33.82% 0.46% 67.24% 0.98% 10.81% 10.19%
NFLX 2.74% 12 $83.46 $64.78 $777.42 - -22.38% - -38.72% - - -
NU 1.80% 44 $12.67 $11.60 $510.62 - -8.40% - -11.99% - - -
O 4.80% 23 $55.92 $59.30 $1,363.90 $80.03 6.05% 16.18% 7.83% 5.83% 5.16% 3.60%
PEP 4.55% 9 $133.07 $143.46 $1,291.19 $57.37 7.81% 4.70% 12.00% 4.45% 7.82% 7.04%
VICI 3.00% 34 $27.98 $25.08 $852.72 $64.42 -10.37% 8.21% -1.72% 6.58% 6.69% 5.94%
Total: $28,387.96 $502.59 27.53% 8.63% 19.08% 2.43%