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Portfolio Value
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| Stock | % | Shares | AVG cost basis | Price | 52w price | Adjusted CB | Value | TTM Dividends | FWD Dividends | G/L | G/L % | XIRR | FD yield | YoC | Note |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total (7): | $63,815.88 | $61,807.28 | $5,682.82 | $7,537.18 | -$2,008.60 | -3.15% | 14.06% | 10.88% | |||||||
| BTCI | 8.15% | 180 | $45.11 | $27.98 | $8,120.07 | $5,036.40 | $1,330.04 | $1,394.93 | -$3,083.67 | -37.98% | -16.47% | 27.70% | 17.18% | - | |
| FSCO | 8.42% | 1051 | $5.53 | $4.95 | $5,807.31 | $5,202.45 | $382.71 | $735.28 | -$604.86 | -10.42% | -7.76% | 14.13% | 12.66% | - | |
| GPIQ | 26.95% | 300 | $57.71 | $55.52 | $17,312.42 | $16,656 | $311.46 | $1,868.40 | -$656.42 | -3.79% | -8.87% | 11.22% | 9.73% | - | |
| IWMI | 25.12% | 300 | $49.61 | $51.76 | $14,881.85 | $15,527.49 | $1,027.12 | $2,250 | $645.64 | 4.34% | 24.84% | 14.49% | 15.12% | - | |
| OVL | 0.91% | 10 | $57.30 | $55.94 | $572.95 | $559.40 | $4.88 | $58.50 | -$13.55 | -2.36% | -25.44% | 10.46% | 10.21% | - | |
| PBDC | 14.21% | 333 | $28.59 | $26.38 | $9,520.97 | $8,784.54 | $317.03 | $927.07 | -$736.43 | -7.73% | -13.17% | 10.55% | 9.74% | - | |
| SCHD | 16.25% | 300 | $31.76 | $33.47 | $9,526.90 | $10,041 | $75.75 | $303 | $514.10 | 3.17% | 27.88% | 3.02% | 3.16% | - | |
| Total: | $63,815.88 | $61,807.28 | $5,682.82 | $7,537.18 | -$2,008.60 | -3.15% | 14.06% | 10.88% |