VR Finance model
Portfolio Value
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| Stock | Shares | AVG cost basis | Price | Adjusted CB | Value | G/L % | XIRR | FD yield | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total (62): | $14,936.09 | $18,505.45 | 23.90% | 12.37% | 4.03% | ||||||
| AAPL | 2.20 | $134.95 | $220.82 | $296.89 | $485.80 | 56.28% | 15.02% | 0.45% | 0.74% | 6.14% | 4.86% |
| ABBV | 3 | $91.60 | $193.40 | $274.80 | $580.20 | 111.14% | 27.28% | 3.21% | 6.77% | 9.63% | 6.48% |
| ADC | 2 | $57.74 | $75.04 | $115.48 | $150.08 | 29.96% | 90.51% | 4.00% | 5.20% | 3.92% | 0.67% |
| ADM | 2 | $55.89 | $59.47 | $111.78 | $118.94 | 6.41% | 15.83% | 3.36% | 3.58% | 8.82% | 7.15% |
| ALTM | 12 | $3.18 | $2.26 | $38.16 | $27.12 | -28.93% | - | - | - | - | - |
| AMD | 2 | $84.93 | $134.35 | $169.86 | $268.70 | 58.19% | 24.99% | - | - | - | - |
| AMZN | 3 | $104.37 | $171.39 | $313.10 | $514.17 | 64.22% | 30.60% | - | - | - | - |
| ASML | 0.20 | $634.25 | $752.79 | $126.85 | $150.56 | 18.69% | 10.74% | 0.88% | 1.04% | 29.33% | 28.00% |
| BAC | 6 | $28.58 | $38.76 | $171.46 | $232.56 | 35.64% | 28.97% | 2.68% | 3.64% | 15.99% | 9.31% |
| BAS.DE | 2 | $60.36 | $48.22 | $120.71 | $96.45 | -20.10% | -2.48% | 7.83% | 6.26% | - | - |
| BHP | 2 | $54.74 | $51.39 | $109.48 | $102.78 | -6.12% | -28.92% | 5.76% | 5.41% | 17.94% | 13.43% |
| BMY | 9 | $59.44 | $48.70 | $534.92 | $438.30 | -18.06% | -3.57% | 4.93% | 4.04% | 6.04% | 3.86% |
| BRK-B | 0.30 | $309 | $459.42 | $92.70 | $137.83 | 48.68% | 26.54% | - | - | - | - |
| BTC-USD | 0.01100 | $14,449.27 | $54,310.11 | $158.94 | $597.41 | 121.24% | 35.95% | - | - | - | - |
| BTI | 12 | $32.69 | $38.61 | $392.24 | $463.32 | 18.12% | 15.21% | 7.70% | 9.09% | 3.14% | -0.02% |
| CSCO | 6 | $39.42 | $48.50 | $236.52 | $291 | 23.03% | 9.17% | 3.30% | 4.06% | 4.68% | 2.67% |
| CVS | 5 | $72.03 | $57.75 | $360.17 | $288.75 | -19.83% | -13.92% | 4.61% | 3.69% | 10.34% | 5.49% |
| DLR | 2 | $119.74 | $148.22 | $239.48 | $296.44 | 23.78% | 8.47% | 3.29% | 4.08% | 2.98% | 2.01% |
| ENB | 6 | $36.28 | $40.39 | $217.70 | $242.34 | 11.32% | 18.16% | 6.54% | 7.28% | 6.02% | 0.38% |
| EPR | 4 | $39.41 | $47.34 | $157.64 | $189.36 | 20.12% | 27.34% | 7.22% | 8.68% | 28.78% | 25.11% |
| GOOGL | 3.50 | $115.87 | $150.92 | $405.56 | $528.22 | 30.24% | 14.86% | 0.53% | 0.69% | - | - |
| HD | 0.30 | $296.18 | $360.05 | $88.85 | $108.02 | 21.56% | 17.19% | 2.50% | 3.04% | 19.23% | 13.95% |
| IIPR | 1.50 | $86.97 | $120.67 | $130.45 | $181.01 | 38.75% | 26.61% | 6.30% | 8.74% | 21.57% | 13.14% |
| INTC | 4 | $30.60 | $18.89 | $122.41 | $75.56 | -17.16% | -3.20% | 2.65% | 1.63% | -7.98% | -25.31% |
| JNJ | 4.50 | $151.80 | $164.38 | $683.09 | $739.71 | 8.29% | 7.64% | 3.02% | 3.27% | 6.27% | 5.49% |
| JPM | 1 | $145.14 | $212.46 | $145.14 | $212.46 | 46.38% | 17.31% | 2.17% | 3.17% | 10.43% | 6.72% |
| KO | 2 | $42.36 | $71.14 | $84.72 | $142.28 | 67.94% | 16.10% | 2.73% | 4.58% | 5.11% | 3.80% |
| LMT | 0.40 | $346.10 | $566.63 | $138.44 | $226.65 | 63.72% | 21.55% | 2.22% | 3.64% | 9.64% | 6.61% |
| LOW | 0.30 | $201.13 | $243.81 | $60.34 | $73.14 | 21.22% | 18.66% | 1.89% | 2.29% | 20.46% | 17.86% |
| META | 1.40 | $97.46 | $500.27 | $136.44 | $700.38 | 146.63% | 48.71% | 0.40% | 2.05% | - | - |
| MO | 6 | $41.88 | $53.69 | $251.25 | $322.14 | 28.21% | 21.40% | 7.60% | 9.74% | 4.70% | 2.93% |
| MPW | 56 | $8.91 | $4.93 | $498.96 | $276.08 | -44.67% | -27.37% | 6.49% | 3.59% | -10.17% | -18.58% |
| MRK | 2 | $76.78 | $117.84 | $153.55 | $235.68 | 53.49% | 20.84% | 2.61% | 4.01% | 6.26% | 4.03% |
| MSFT | 0.50 | $232.32 | $401.70 | $116.16 | $200.85 | 48.95% | 18.07% | 0.75% | 1.29% | 15.22% | 10.23% |
| NEE | 11 | $63.17 | $79.98 | $694.89 | $879.78 | 26.61% | 13.47% | 2.58% | 3.26% | 10.39% | 9.74% |
| NKE | 2 | $75.66 | $80.63 | $151.32 | $161.26 | 6.57% | 44.22% | 1.84% | 1.96% | 13.22% | 10.40% |
| O | 12 | $54.27 | $62.40 | $651.27 | $748.80 | 14.98% | 12.50% | 5.06% | 5.82% | 2.95% | 1.94% |
| OHI | 6 | $31.32 | $39.64 | $187.94 | $237.84 | 26.55% | 17.49% | 6.76% | 8.56% | 3.56% | 0.30% |
| PEP | 0.50 | $165.44 | $177.34 | $82.72 | $88.67 | 7.19% | 17.73% | 3.06% | 3.28% | 8.15% | 6.84% |
| PFE | 16 | $34.86 | $28.56 | $557.68 | $456.96 | -18.06% | -3.46% | 5.88% | 4.82% | 5.68% | 2.96% |
| PLD | 1 | $110.49 | $127.23 | $110.49 | $127.23 | 15.15% | 74.57% | 3.02% | 3.48% | 10.29% | 1.93% |
| RIO | 4 | $63.82 | $59.71 | $255.26 | $238.84 | -6.43% | -20.83% | 5.93% | 5.55% | - | - |
| RTX | 3 | $87.51 | $118.44 | $262.54 | $355.32 | 35.34% | 22.64% | 2.13% | 2.88% | 6.82% | 5.11% |
| SBUX | 1 | $77.76 | $91.15 | $77.76 | $91.15 | 17.22% | 62.92% | 2.50% | 2.93% | 11.34% | 8.20% |
| SHEL | 6 | $47.04 | $66.91 | $282.27 | $401.46 | 42.23% | 11.90% | 4.11% | 5.85% | 6.17% | -0.23% |
| SOFI | 20 | $7.06 | $7.01 | $141.10 | $140.20 | -0.64% | -1.60% | - | - | - | - |
| SPG | 5 | $99.75 | $164.50 | $498.75 | $822.50 | 64.91% | 22.04% | 4.98% | 8.22% | 5.25% | 1.27% |
| T | 18 | $22.73 | $20.97 | $409.18 | $377.46 | -7.75% | 3.04% | 5.29% | 4.88% | -4.41% | -10.62% |
| TSM | 6 | $100.09 | $156.82 | $600.56 | $940.92 | 56.67% | 23.92% | 1.57% | 2.46% | 14.43% | 6.69% |
| TSN | 3 | $65.70 | $65.87 | $197.10 | $197.61 | 0.26% | 2.94% | 2.98% | 2.98% | 11.54% | 3.27% |
| TX | 2 | $33.67 | $32.13 | $67.34 | $64.26 | -4.57% | -94.20% | 13.69% | 13.07% | 19.70% | 16.63% |
| UL | 3 | $52.46 | $65.25 | $157.38 | $195.75 | 24.38% | 9.84% | 2.93% | 3.64% | 1.06% | -2.89% |
| V | 0.30 | $212.27 | $279.37 | $63.68 | $83.81 | 31.61% | 10.96% | 0.74% | 0.98% | 17.16% | 15.88% |
| VALE | 6 | $11.24 | $10.13 | $67.44 | $60.78 | -9.88% | -31.06% | 7.30% | 6.58% | 30.00% | 30.00% |
| VICI | 12 | $29.47 | $33.47 | $353.64 | $401.64 | 13.57% | 11.73% | 4.96% | 5.63% | 7.80% | 7.65% |
| VZ | 8 | $49.83 | $41.15 | $398.61 | $329.20 | -17.41% | -1.44% | 6.46% | 5.34% | 2.37% | 1.95% |
| WBD | 24 | $12.61 | $7.22 | $302.68 | $173.28 | -42.75% | -31.89% | - | - | - | - |
| WFC | 8 | $39.52 | $54.00 | $316.16 | $432 | 36.64% | 9.83% | 2.96% | 4.05% | 16.29% | 9.68% |
| WHR | 1 | $122.28 | $97.61 | $122.28 | $97.61 | -20.18% | -11.99% | 7.17% | 5.72% | 9.19% | 7.82% |
| WM | 0.50 | $154.80 | $204.73 | $77.40 | $102.37 | 32.25% | 21.21% | 1.47% | 1.94% | 9.03% | 6.98% |
| WPC | 8 | $64.72 | $61.48 | $517.75 | $491.84 | -5.00% | 1.13% | 5.66% | 5.38% | -0.17% | -3.64% |
| XOM | 1 | -$20.69 | $112.64 | -$20.69 | $112.64 | 66.01% | 19.61% | 3.37% | - | 3.97% | 2.38% |
| Total: | $14,936.09 | $18,505.45 | 23.90% | 12.37% | 4.03% |