Klub IG

Simulační portfolio Klubu investiční gramotnosti do kterého jednou měsíčně nakupujeme akcie za 1 000 $

Portfolio Value

Stock Name Shares Price Adjusted CB Value XIRR YoC Avg DGR Min DGR
Total (21): $28,526.94 $37,811.50 12.22% 5.24%
ABBV AbbVie Inc. 25 $180.35 $2,072.94 $4,508.75 23.39% 7.48% 14.24% 9.16%
ADM Archer-Daniels-Midland Company 29 $62.99 $1,026.02 $1,826.71 20.08% 5.65% 7.45% 4.99%
AMP Ameriprise Financial, Inc. 8 $435.98 $1,136 $3,487.84 31.25% 3.80% 8.55% 7.86%
BMY Bristol-Myers Squibb Company 17 $53.25 $1,139 $905.25 -4.06% 3.58% 6.09% 3.52%
CAH Cardinal Health, Inc. 23 $112.54 $1,012 $2,588.42 23.24% 4.55% 9.86% 1.00%
CSCO Cisco Systems, Inc. 25 $49.77 $1,024.25 $1,244.25 9.74% 3.91% 4.57% 2.63%
FRT Federal Realty Investment Trust 12 $101.54 $1,059.60 $1,218.48 9.56% 4.94% 2.32% 0.93%
INTC Intel Corporation 20 $43.77 $997.80 $875.40 -1.28% 1.00% 8.20% 4.62%
LOW Lowe's Companies, Inc. 5 $253.33 $965 $1,266.65 12.31% 2.28% 17.90% 16.89%
MMM 3M Company 7 $104.59 $1,121.96 $732.13 -5.45% 3.77% 4.38% 0.67%
MO Altria Group, Inc. 43 $43.66 $2,061.79 $1,877.38 6.05% 8.18% 5.78% 3.68%
O Realty Income Corporation 20 $53.77 $1,133.60 $1,075.40 5.08% 5.43% 0.80% 0.72%
ORI Old Republic International Corporation 76 $30.55 $1,247.92 $2,321.80 28.88% 6.46% 21.36% 11.76%
PFE Pfizer Inc. 53 $27.78 $1,965.25 $1,472.34 -2.64% 4.53% 6.71% 5.15%
RDS.B Royal Dutch Shell Plc - ADR 16 $51.06 $1,031.52 $816.96 -2.92% - - -
RTX RTX Corporation 16 $97.45 $988 $1,559.20 17.42% 3.82% 6.67% 4.87%
T AT&T Inc. 75 $17.55 $2,206.13 $1,316.25 -4.73% 3.77% -6.27% -15.06%
UNM Unum Group 45 $53.70 $1,152.45 $2,416.50 31.32% 5.70% 7.06% 5.02%
VZ Verizon Communications Inc. 19 $41.54 $1,068.56 $789.26 -4.17% 4.73% 2.40% 2.00%
WBA Walgreens Boots Alliance, Inc. 38 $21.02 $2,049.34 $798.76 -13.98% 1.85% 5.54% 1.58%
XOM Exxon Mobil Corporation 41 $114.97 $2,067.81 $4,713.77 26.31% 7.53% 3.96% 0.95%
Total: $28,526.94 $37,811.50 12.22% 5.24%