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): $27,827.52 $485.14 33.44% 8.94% 22.42% 2.35%
ADBE 0.89% 1 $299.87 $248.92 $248.92 - -16.99% - -24.26% - - -
AMZN 3.65% 4 $198.73 $253.71 $1,014.84 - 27.67% - 19.66% - - -
ASML 12.07% 2 $709.19 $1,679.92 $3,359.84 $17.21 136.88% 1.99% 67.86% 1.21% 20.67% 7.91%
BABA 1.22% 3 $95.56 $113.26 $339.78 $3.15 12.35% 49.20% 43.04% 0.82% - -
BAC 1.87% 9 $29.16 $57.73 $519.57 $11.96 97.98% 10.78% 26.25% 4.39% 12.50% 7.64%
BRK-B 1.83% 1 $478.48 $509.77 $509.77 - 6.54% - 5.44% - - -
BTI 3.81% 19 $30.46 $55.83 $1,060.77 $63.45 83.28% 30.09% 33.23% 10.96% 5.32% 3.24%
CSPX.L 16.26% 5.50 $529.66 $822.76 $4,525.18 - 55.34% - 20.50% - - -
CVS 7.66% 24 $62.74 $88.84 $2,132.16 $63.84 41.61% 11.85% 16.20% 4.24% 9.32% 5.95%
DIS 1.84% 5 $86.23 $102.67 $513.35 $7.50 19.06% 3.77% 6.80% 1.74% - -
GOOGL 12.56% 10 $182.33 $349.54 $3,495.40 $8.80 91.71% 0.78% 55.49% 0.48% - -
GRAB 1.42% 141 $3.85 $2.80 $394.10 - -27.32% - -63.18% - - -
LMT 0.77% 0.40 $423 $533.86 $213.54 $5.52 26.21% 3.23% 26.51% 3.26% 8.87% 5.63%
MCD 0.89% 1 $267.53 $248.24 $248.24 $7.44 -7.21% 0.70% -31.96% 2.78% 10.17% 7.24%
META 4.78% 2 $593.65 $665.75 $1,331.50 $4.20 12.15% 0.11% 29.76% 0.35% - -
MO 4.75% 19 $40.45 $69.50 $1,320.60 $84.36 71.81% 27.83% 30.66% 10.98% 4.53% 2.96%
MSFT 7.10% 4 $398.95 $493.78 $1,975.12 $15.30 23.77% 0.46% 62.34% 0.91% 10.84% 10.21%
NFLX 3.09% 12 $83.46 $71.77 $861.24 - -14.01% - -32.02% - - -
NU 2.16% 44 $12.67 $13.65 $600.60 - 7.74% - 13.87% - - -
O 4.28% 21 $55.80 $56.66 $1,189.86 $72.57 1.54% 17.27% 6.43% 5.84% 3.99% 3.23%
PEP 4.19% 9 $133.07 $129.63 $1,166.67 $56.35 -2.59% 3.59% 2.35% 4.45% 7.82% 7.04%
VICI 2.90% 34 $27.98 $23.72 $806.48 $63.49 -15.23% 6.57% -6.43% 6.58% 6.69% 5.94%
Total: $27,827.52 $485.14 33.44% 8.94% 22.42% 2.35%