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 (66): | $20,198.19 | $35,691.75 | 76.71% | 19.50% | 3.65% | ||||||
| AAPL | 2.20 | $134.95 | $313.33 | $296.89 | $689.33 | 116.91% | 16.83% | 0.34% | 0.77% | 5.64% | 4.26% |
| ABBV | 3 | $91.60 | $246.04 | $274.80 | $738.12 | 168.60% | 23.97% | 2.81% | 7.55% | 8.53% | 5.37% |
| ADBE | 4 | $270.78 | $265.21 | $1,083.10 | $1,060.84 | -2.06% | -4.73% | - | - | - | - |
| ADC | 2 | $57.74 | $75.63 | $115.48 | $151.26 | 30.98% | 17.45% | 4.24% | 5.55% | 4.26% | 2.39% |
| ADM | 6 | $51.04 | $76.59 | $306.22 | $459.54 | 50.07% | 29.18% | 2.72% | 4.08% | 8.38% | 6.91% |
| AMD | 4.60 | $55.39 | $483.36 | $254.79 | $2,223.46 | 356.29% | 79.74% | - | - | - | - |
| AMZN | 3.40 | $115.55 | $274.48 | $392.87 | $933.23 | 137.54% | 29.56% | - | - | - | - |
| ARE | 5 | $70.95 | $49.74 | $354.74 | $248.70 | -29.89% | -28.44% | 5.79% | 4.06% | 5.08% | 4.57% |
| ASML | 0.50 | $659.74 | $1,740.99 | $329.87 | $870.50 | 163.89% | 44.19% | 0.49% | 1.30% | 20.67% | 7.91% |
| BAC | 6 | $28.58 | $63.17 | $171.46 | $379.02 | 121.05% | 30.48% | 1.77% | 3.92% | 14.56% | 7.40% |
| BAM | 3 | $54.27 | $52.49 | $162.81 | $157.47 | -3.28% | 1.45% | 3.83% | 3.70% | 22.99% | 18.16% |
| BAS.DE | 2 | $60.36 | $59.44 | $120.71 | $118.89 | -1.51% | 5.39% | 3.22% | 3.17% | 0.47% | -11.27% |
| BHP | 4 | $51.54 | $90.41 | $206.15 | $361.64 | 75.43% | 44.80% | 3.23% | 5.16% | 4.50% | -25.40% |
| BMY | 12 | $56.16 | $64.72 | $673.91 | $776.64 | 15.24% | 7.52% | 3.89% | 4.49% | 5.39% | 4.05% |
| BN | 4 | $34.30 | $44.08 | $137.20 | $176.32 | 24.51% | 14.60% | 0.64% | 0.79% | -0.62% | -15.09% |
| BRK-B | 0.40 | $351.78 | $521.80 | $140.71 | $208.72 | 48.33% | 15.98% | - | - | - | - |
| BTI | 12 | $32.69 | $59.33 | $392.24 | $711.96 | 81.51% | 20.88% | 5.63% | 10.22% | 5.32% | 3.24% |
| CSCO | 6 | $39.42 | $121.43 | $236.52 | $728.58 | 208.04% | 23.99% | 1.38% | 4.26% | 4.25% | 2.60% |
| CVX | 0.50 | $146.17 | $186.56 | $73.09 | $93.28 | 27.64% | 19.29% | 3.82% | 4.87% | 5.35% | 4.11% |
| ENB | 6 | $36.28 | $51.28 | $217.70 | $307.68 | 41.33% | 19.55% | 5.37% | 7.58% | 4.27% | 0.01% |
| EPR | 4 | $39.41 | $62.20 | $157.64 | $248.80 | 57.83% | 24.76% | 5.98% | 9.44% | 23.39% | 3.57% |
| EQNR | 4 | $25.30 | $38.92 | $101.20 | $155.68 | 53.83% | 131.48% | 4.01% | 6.17% | 17.50% | 7.43% |
| GOOGL | 8 | $146.60 | $354.30 | $1,172.82 | $2,834.40 | 141.67% | 42.19% | 0.25% | 0.60% | - | - |
| HD | 0.30 | $296.18 | $355.62 | $88.85 | $106.69 | 20.07% | 8.47% | 2.62% | 3.15% | 13.10% | 8.67% |
| IIPR | 3 | $70.08 | $59.16 | $210.24 | $177.48 | -15.58% | 4.03% | 12.85% | 10.85% | 10.36% | 5.42% |
| JNJ | 4.50 | $151.80 | $259.24 | $683.09 | $1,166.58 | 70.78% | 17.71% | 2.07% | 3.53% | 5.88% | 5.07% |
| JPM | 1 | $145.14 | $357.52 | $145.14 | $357.52 | 146.33% | 23.62% | 1.68% | 4.13% | 12.21% | 8.31% |
| KO | 2 | $42.36 | $87.05 | $84.72 | $174.10 | 105.50% | 15.43% | 2.44% | 5.00% | 5.17% | 4.21% |
| LMT | 0.40 | $346.10 | $587.95 | $138.44 | $235.18 | 69.88% | 14.61% | 2.35% | 3.99% | 9.01% | 5.87% |
| LOW | 0.50 | $204.03 | $223.35 | $102.02 | $111.68 | 9.47% | 7.05% | 2.24% | 2.45% | 16.85% | 10.80% |
| MA | 0.50 | $518.64 | $562.95 | $259.32 | $281.48 | 8.54% | 24.10% | 0.62% | 0.67% | 15.66% | 13.97% |
| MCD | 0.20 | $271.10 | $274.48 | $54.22 | $54.90 | 1.25% | 147.07% | 2.71% | 2.74% | 9.88% | 7.31% |
| MELI | 0.50 | $1,767.81 | $1,820.69 | $883.91 | $910.35 | 2.99% | 9.29% | - | - | - | - |
| META | 1 | -$135.67 | $592.10 | -$135.67 | $592.10 | 189.23% | 37.63% | 0.35% | 1.50% | - | - |
| MO | 6 | $41.88 | $68.35 | $251.25 | $410.10 | 63.22% | 21.10% | 6.20% | 10.13% | 4.75% | 3.74% |
| MPT | 66 | $8.25 | $4.70 | $544.76 | $310.20 | -43.06% | -10.29% | 7.66% | 4.36% | -17.86% | -30.00% |
| MRK | 6 | $81.55 | $128.57 | $489.31 | $771.42 | 57.65% | 24.54% | 2.64% | 4.17% | 5.83% | 4.11% |
| MSFT | 1.30 | $334.26 | $499.99 | $434.54 | $649.99 | 43.85% | 20.99% | 0.73% | 1.06% | 10.84% | 10.21% |
| NEE | 11 | $63.17 | $84.65 | $694.89 | $931.15 | 34.00% | 10.23% | 2.94% | 3.95% | 10.51% | 10.12% |
| NKE | 4 | $69.77 | $41.70 | $279.06 | $166.80 | -40.23% | -30.61% | 3.93% | 2.35% | 11.35% | 9.68% |
| NNN | 4 | $40.62 | $46.84 | $162.48 | $187.36 | 15.31% | 33.02% | 5.29% | 6.11% | 3.02% | 2.53% |
| NTR | 4 | $46.42 | $64.42 | $185.69 | $257.68 | 38.77% | 25.28% | 3.42% | 4.74% | 9.75% | 3.84% |
| NVO | 6 | $40.96 | $47.26 | $245.74 | $283.56 | 15.39% | 61.16% | 5.40% | 6.23% | 23.88% | 20.32% |
| O | 14 | $54.33 | $62.51 | $760.57 | $875.14 | 15.06% | 9.67% | 5.20% | 5.99% | 4.02% | 3.40% |
| OHI | 6 | $31.32 | $48.46 | $187.94 | $290.76 | 54.71% | 17.79% | 5.61% | 8.68% | 4.28% | 2.33% |
| PEP | 5 | $143.14 | $139.02 | $715.72 | $695.10 | -2.88% | 1.69% | 4.26% | 4.14% | 7.94% | 7.14% |
| PFE | 20 | $33 | $26.74 | $660.06 | $534.80 | -18.98% | -0.12% | 6.43% | 5.21% | 4.03% | -1.34% |
| PLD | 2 | $108.51 | $140.16 | $217.02 | $280.32 | 29.17% | 20.54% | 3.05% | 3.94% | 9.60% | 3.42% |
| RIO | 6 | $62.60 | $101.10 | $375.61 | $606.60 | 61.50% | 35.00% | 4.17% | 6.74% | 30.00% | 30.00% |
| RTX | 3 | $87.51 | $223.03 | $262.54 | $669.09 | 154.85% | 31.95% | 1.31% | 3.34% | 6.98% | 5.21% |
| SHEL | 6 | $47.04 | $88.50 | $282.27 | $531 | 88.12% | 14.12% | 3.53% | 6.64% | 6.00% | 1.17% |
| SOFI | 20 | $7.06 | $18.38 | $141.10 | $367.60 | 160.52% | 51.23% | - | - | - | - |
| SPG | 5 | $99.75 | $222.91 | $498.75 | $1,114.55 | 123.47% | 22.04% | 4.04% | 9.02% | 6.40% | 2.17% |
| STAG | 2 | $37.65 | $37.30 | $75.30 | $74.60 | -0.93% | 3.32% | 4.16% | 4.12% | 0.84% | 0.68% |
| T | 18 | $22.73 | $23.80 | $409.18 | $428.31 | 4.68% | 6.42% | 4.66% | 4.88% | -6.88% | -10.65% |
| TSM | 6 | $100.09 | $420.04 | $600.56 | $2,520.24 | 319.65% | 42.27% | 0.90% | 3.80% | 11.47% | 9.41% |
| TSN | 3 | $65.70 | $58.04 | $197.10 | $174.12 | -11.66% | 0.83% | 3.51% | 3.11% | 10.54% | 2.93% |
| UNH | 2.60 | $363.07 | $407.08 | $943.99 | $1,058.41 | 12.12% | 12.53% | 2.28% | 2.56% | 18.54% | 12.37% |
| V | 0.60 | $267.27 | $362.50 | $160.36 | $217.50 | 35.63% | 13.98% | 0.74% | 1.00% | 16.09% | 14.57% |
| VALE | 10 | $10.29 | $14.71 | $102.92 | $147.10 | 42.93% | 37.51% | 10.87% | 15.54% | 8.50% | -13.00% |
| VICI | 12 | $29.47 | $26.74 | $353.64 | $320.88 | -9.26% | 3.50% | 6.73% | 6.11% | 7.06% | 6.32% |
| VZ | 10 | $47.78 | $47.06 | $477.75 | $470.60 | -1.50% | 5.11% | 6.01% | 5.92% | 2.32% | 1.92% |
| WFC | 8 | $39.52 | $87.25 | $316.16 | $698 | 120.77% | 15.67% | 2.29% | 5.06% | 14.75% | 9.91% |
| WHR | 2 | $96.96 | $43.28 | $193.91 | $86.56 | -55.36% | -29.46% | 8.32% | - | 11.44% | 10.24% |
| WM | 0.50 | $154.80 | $227.68 | $77.40 | $113.84 | 47.08% | 13.46% | 1.66% | 2.44% | 7.31% | 4.61% |
| WPC | 9 | $63.82 | $71.81 | $574.35 | $646.29 | 12.53% | 9.25% | 5.24% | 5.89% | -1.17% | -5.45% |
| Total: | $20,198.19 | $35,691.75 | 76.71% | 19.50% | 3.65% |