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): | $15,688.89 | $20,850.98 | 32.90% | 14.46% | 3.64% | ||||||
| AAPL | 2.20 | $134.95 | $247.79 | $296.89 | $545.14 | 73.95% | 17.30% | 0.41% | 0.74% | 6.01% | 4.60% |
| ABBV | 3 | $91.60 | $176.18 | $274.80 | $528.54 | 92.34% | 23.03% | 3.50% | 6.77% | 9.42% | 6.05% |
| ADC | 2 | $57.74 | $74.07 | $115.48 | $148.14 | 28.28% | 49.43% | 4.06% | 5.26% | 3.77% | 0.09% |
| ADM | 2 | $55.89 | $52.08 | $111.78 | $104.17 | -6.81% | -3.81% | 3.83% | 3.58% | 8.82% | 7.15% |
| ALTM | 24 | $3.02 | $5.14 | $72.36 | $123.34 | 70.45% | 532.90% | - | - | - | - |
| AMD | 2 | $84.93 | $127.40 | $169.86 | $254.80 | 50.01% | 19.17% | - | - | - | - |
| AMZN | 3 | $104.37 | $224.53 | $313.10 | $673.59 | 115.14% | 43.57% | - | - | - | - |
| ASML | 0.40 | $659.10 | $702.75 | $263.64 | $281.10 | 6.62% | 7.15% | 0.94% | 1.00% | 30.00% | 30.00% |
| BAC | 6 | $28.58 | $45.88 | $171.46 | $275.25 | 60.53% | 37.71% | 2.26% | 3.64% | 15.41% | 8.64% |
| BAM | 3 | $54.27 | $57.32 | $162.81 | $171.98 | 5.63% | 75.27% | 2.65% | 2.80% | 23.80% | 18.05% |
| BAS.DE | 2 | $60.36 | $47.55 | $120.71 | $95.10 | -21.22% | -2.76% | 7.53% | 5.96% | - | - |
| BHP | 2 | $54.74 | $53.44 | $109.48 | $106.87 | -2.38% | 0.90% | 5.49% | 5.41% | 12.09% | -16.75% |
| BMY | 9 | $59.44 | $58.26 | $534.92 | $524.39 | -1.97% | 2.93% | 4.07% | 4.04% | 6.04% | 3.94% |
| BN | 3 | $53.20 | $59.36 | $159.60 | $178.08 | 11.58% | 171.76% | 0.54% | 0.60% | 3.54% | -4.03% |
| BRK-B | 0.30 | $309 | $463.60 | $92.70 | $139.08 | 50.03% | 23.19% | - | - | - | - |
| BTC-USD | 0.01100 | $14,449.27 | $96,403.97 | $158.94 | $1,060.44 | 249.27% | 53.71% | - | - | - | - |
| BTI | 12 | $32.69 | $37.81 | $392.24 | $453.72 | 15.67% | 13.48% | 7.85% | 9.09% | 3.14% | -0.02% |
| CSCO | 6 | $39.42 | $58.56 | $236.52 | $351.37 | 48.56% | 13.45% | 2.71% | 4.06% | 4.55% | 2.65% |
| CVX | 0.50 | $146.17 | $158.03 | $73.09 | $79.02 | 8.11% | 57.67% | 4.13% | 4.46% | 6.43% | 4.51% |
| ENB | 6 | $36.28 | $42.34 | $217.70 | $254.01 | 16.68% | 19.80% | 6.18% | 7.25% | 5.80% | -0.08% |
| EPR | 4 | $39.41 | $44.76 | $157.64 | $179.04 | 13.58% | 18.87% | 7.55% | 8.68% | 15.44% | 7.52% |
| GOOGL | 5 | $131.74 | $184.46 | $658.69 | $922.28 | 40.02% | 25.21% | 0.46% | 0.61% | - | - |
| HD | 0.30 | $296.18 | $422.81 | $88.85 | $126.84 | 42.75% | 25.52% | 2.10% | 3.04% | 19.23% | 13.95% |
| IIPR | 1.50 | $86.97 | $106.62 | $130.45 | $159.93 | 22.60% | 17.80% | 7.04% | 8.74% | 20.63% | 11.25% |
| INTC | 4 | $30.60 | $19.99 | $122.41 | $79.96 | -15.55% | -2.56% | 2.40% | 1.63% | -7.98% | -25.31% |
| JNJ | 4.50 | $151.80 | $149.64 | $683.09 | $673.38 | -1.42% | 2.68% | 3.31% | 3.27% | 6.18% | 5.43% |
| JPM | 1 | $145.14 | $243.45 | $145.14 | $243.45 | 67.73% | 21.07% | 1.88% | 3.17% | 10.90% | 6.47% |
| KO | 2 | $42.36 | $62.98 | $84.72 | $125.95 | 48.67% | 12.63% | 3.09% | 4.58% | 5.17% | 3.94% |
| LMT | 0.40 | $346.10 | $513.61 | $138.44 | $205.44 | 48.40% | 16.44% | 2.58% | 3.81% | 9.41% | 6.35% |
| LOW | 0.30 | $201.13 | $270.94 | $60.34 | $81.28 | 34.71% | 23.78% | 1.68% | 2.29% | 19.44% | 17.34% |
| META | 1.40 | $97.46 | $615.17 | $136.44 | $861.24 | 188.46% | 53.20% | 0.33% | 2.05% | - | - |
| MO | 6 | $41.88 | $55.88 | $251.25 | $335.31 | 33.46% | 20.97% | 7.29% | 9.74% | 4.70% | 2.93% |
| MPW | 60 | $8.61 | $4.14 | $516.56 | $248.10 | -51.97% | -31.50% | 7.65% | 3.72% | -10.17% | -18.58% |
| MRK | 2 | $76.78 | $101.34 | $153.55 | $202.68 | 32.00% | 13.62% | 3.12% | 4.22% | 6.25% | 4.03% |
| MSFT | 0.50 | $232.32 | $442.12 | $116.16 | $221.06 | 60.64% | 19.85% | 0.74% | 1.43% | 9.62% | 7.62% |
| NEE | 11 | $63.17 | $74.24 | $694.89 | $816.59 | 17.51% | 9.40% | 2.75% | 3.26% | 10.35% | 9.70% |
| NKE | 2 | $75.66 | $76.90 | $151.32 | $153.81 | 1.64% | 4.86% | 1.90% | 1.96% | 13.22% | 10.40% |
| NTR | 3 | $47.09 | $48.72 | $141.27 | $146.16 | 3.46% | 27.55% | 4.42% | 4.59% | 9.92% | 4.35% |
| O | 12 | $54.27 | $55.91 | $651.27 | $670.92 | 3.02% | 7.03% | 5.51% | 5.75% | 12.66% | 5.63% |
| OHI | 6 | $31.32 | $39.56 | $187.94 | $237.36 | 26.30% | 16.56% | 6.80% | 8.56% | 3.36% | 0.23% |
| PEP | 0.50 | $165.44 | $160.21 | $82.72 | $80.11 | -3.16% | -0.90% | 3.41% | 3.29% | 8.13% | 7.10% |
| PFE | 16 | $34.86 | $25.60 | $557.68 | $409.60 | -26.55% | -6.48% | 6.42% | 4.82% | 4.51% | 2.50% |
| PLD | 1 | $110.49 | $113.20 | $110.49 | $113.20 | 2.45% | 9.90% | 3.33% | 3.48% | 10.44% | 2.52% |
| RIO | 4 | $63.82 | $64.97 | $255.26 | $259.88 | 1.81% | 6.70% | 5.44% | 5.55% | - | - |
| RTX | 3 | $87.51 | $117.90 | $262.54 | $353.69 | 34.72% | 19.52% | 2.17% | 2.88% | 6.96% | 5.28% |
| SBUX | 1 | $77.76 | $98.50 | $77.76 | $98.50 | 26.67% | 51.89% | 2.47% | 3.14% | 8.66% | 8.03% |
| SHEL | 6 | $47.04 | $64.46 | $282.27 | $386.76 | 37.02% | 10.72% | 4.24% | 5.85% | 5.10% | -0.90% |
| SOFI | 20 | $7.06 | $15.21 | $141.10 | $304.16 | 115.56% | 221.29% | - | - | - | - |
| SPG | 5 | $99.75 | $179.52 | $498.75 | $897.60 | 79.97% | 23.40% | 4.61% | 8.42% | 6.51% | 0.89% |
| STAG | 2 | $37.65 | $36.20 | $75.30 | $72.40 | -3.85% | -25.64% | 4.03% | 3.93% | 0.94% | 0.68% |
| T | 18 | $22.73 | $23.62 | $409.18 | $425.07 | 3.88% | 6.01% | 4.73% | 4.88% | -4.30% | -10.47% |
| TSM | 6 | $100.09 | $190.82 | $600.56 | $1,144.92 | 90.64% | 30.92% | 1.24% | 2.46% | 14.72% | 3.79% |
| TSN | 3 | $65.70 | $62.57 | $197.10 | $187.71 | -4.76% | 1.71% | 3.11% | 2.98% | 11.04% | 2.98% |
| TX | 2 | $33.67 | $31.96 | $67.34 | $63.92 | -5.08% | -8.47% | 5.54% | 5.35% | 17.40% | 2.47% |
| UL | 3 | $52.46 | $58.80 | $157.38 | $176.39 | 12.08% | 6.58% | 3.23% | 3.63% | 1.10% | -2.60% |
| UNH | 0.50 | $562.54 | $565.86 | $281.27 | $282.93 | 0.59% | 5.52% | 1.50% | 1.49% | 19.69% | 13.81% |
| V | 0.30 | $212.27 | $312.38 | $63.68 | $93.71 | 47.16% | 14.06% | 0.76% | 1.11% | 16.83% | 15.46% |
| VALE | 6 | $11.24 | $9.92 | $67.44 | $59.49 | -11.79% | -16.87% | 1.76% | 1.55% | 30.00% | 30.00% |
| VICI | 12 | $29.47 | $31.52 | $353.64 | $378.18 | 6.94% | 8.30% | 5.44% | 5.88% | 7.58% | 7.53% |
| VZ | 8 | $49.83 | $42.50 | $398.61 | $339.96 | -14.71% | 0.14% | 6.36% | 5.44% | 2.36% | 1.94% |
| WBD | 24 | $12.61 | $10.76 | $302.68 | $258.36 | -14.64% | -8.28% | - | - | - | - |
| WFC | 8 | $39.52 | $72.29 | $316.16 | $578.34 | 82.93% | 16.01% | 2.19% | 4.05% | 13.76% | 5.92% |
| WHR | 1 | $122.28 | $123.63 | $122.28 | $123.63 | 1.10% | 7.11% | 5.61% | 5.72% | 8.83% | 7.60% |
| WM | 0.50 | $154.80 | $216.56 | $77.40 | $108.28 | 39.89% | 21.60% | 1.38% | 1.94% | 8.29% | 7.10% |
| WPC | 9 | $63.82 | $55.80 | $574.35 | $502.20 | -12.56% | -4.28% | 6.17% | 5.48% | -0.96% | -5.08% |
| XOM | 1 | -$20.69 | $113.12 | -$20.69 | $113.12 | 66.25% | 19.34% | 3.49% | - | 3.97% | 2.29% |
| Total: | $15,688.89 | $20,850.98 | 32.90% | 14.46% | 3.64% |