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 (56): | $13,678.28 | $16,000.94 | 16.98% | 10.61% | 3.68% | ||||||
| AAPL | 1.80 | $127.25 | $169.89 | $229.05 | $305.80 | 28.66% | 7.96% | 0.57% | 0.75% | 7.15% | 5.75% |
| ABBV | 3 | $91.60 | $167.29 | $274.80 | $501.87 | 82.63% | 25.05% | 3.71% | 6.77% | 8.50% | 7.25% |
| ADC | 2 | $57.74 | $58.05 | $115.48 | $116.10 | 0.54% | 15.12% | 5.14% | 5.20% | 5.53% | 2.31% |
| ADM | 2 | $55.89 | $61.00 | $111.78 | $122 | 9.14% | 51.29% | 3.25% | 3.58% | 7.45% | 4.99% |
| AMD | 2 | $84.93 | $153.76 | $169.86 | $307.52 | 81.04% | 41.83% | - | - | - | - |
| AMZN | 3 | $104.37 | $173.67 | $313.10 | $521.01 | 66.40% | 40.71% | - | - | - | - |
| ASML | 0.20 | $634.25 | $902.51 | $126.85 | $180.50 | 42.30% | 26.77% | 0.72% | 1.02% | 1.33% | -2.40% |
| BAC | 6 | $28.58 | $37.91 | $171.46 | $227.46 | 32.66% | 36.65% | 2.53% | 3.36% | 24.98% | 19.92% |
| BAS.DE | 2 | $60.36 | $54.18 | $120.71 | $108.37 | -10.23% | -0.63% | 6.67% | 5.99% | - | - |
| BMY | 8 | $61.73 | $44.70 | $493.83 | $357.60 | -27.59% | -8.37% | 5.37% | 3.89% | 6.09% | 3.52% |
| BRK-B | 0.30 | $309 | $404.91 | $92.70 | $121.47 | 31.04% | 22.77% | - | - | - | - |
| BTC-USD | 0.01200 | $18,881.50 | $64,384.30 | $226.58 | $772.61 | 150.98% | 47.64% | - | - | - | - |
| BTI | 12 | $32.69 | $29.40 | $392.24 | $352.80 | -10.06% | 7.28% | 10.11% | 9.09% | 3.44% | 0.77% |
| CSCO | 6 | $39.42 | $48.10 | $236.52 | $288.60 | 22.02% | 9.39% | 3.33% | 4.06% | 4.57% | 2.63% |
| CVS | 4 | $75.14 | $67.33 | $300.57 | $269.32 | -10.40% | -6.71% | 3.95% | 3.54% | 9.20% | 3.00% |
| DLR | 2 | $119.74 | $141.49 | $239.48 | $282.98 | 18.16% | 7.71% | 3.45% | 4.08% | 4.69% | 3.83% |
| ENB | 6 | $36.28 | $36.26 | $217.70 | $217.56 | -0.06% | 6.04% | 7.43% | 7.42% | 8.30% | 5.27% |
| EPR | 4 | $39.41 | $41.12 | $157.64 | $164.48 | 4.34% | 15.54% | 8.32% | 8.68% | 29.24% | 26.97% |
| GOOGL | 3.50 | $115.87 | $156.00 | $405.56 | $546 | 34.63% | 20.87% | - | - | - | - |
| HD | 0.30 | $296.18 | $331.98 | $88.85 | $99.59 | 12.09% | 13.68% | 2.71% | 3.04% | 17.09% | 11.77% |
| IIPR | 1.50 | $86.97 | $97.88 | $130.45 | $146.82 | 12.55% | 16.40% | 7.44% | 8.37% | 9.77% | 6.12% |
| INTC | 4 | $30.60 | $35.11 | $122.41 | $140.44 | 6.60% | 4.27% | 1.42% | 1.63% | 8.20% | 4.62% |
| JNJ | 4.50 | $151.80 | $146.82 | $683.09 | $660.69 | -3.28% | 1.41% | 3.38% | 3.27% | 6.37% | 5.62% |
| JPM | 1 | $145.14 | $193.37 | $145.14 | $193.37 | 33.23% | 15.40% | 2.38% | 3.17% | 11.79% | 4.58% |
| KO | 2 | $42.36 | $61.74 | $84.72 | $123.48 | 45.75% | 13.44% | 3.14% | 4.58% | 11.48% | 3.41% |
| LMT | 0.40 | $346.10 | $464.78 | $138.44 | $185.91 | 34.29% | 15.41% | 2.74% | 3.64% | 9.60% | 7.17% |
| LOW | 0.30 | $201.13 | $229.96 | $60.34 | $68.99 | 14.33% | 18.60% | 1.91% | 2.19% | 17.94% | 16.89% |
| META | 1.50 | $124.56 | $441.38 | $186.84 | $662.07 | 123.57% | 49.47% | 0.11% | 0.40% | - | - |
| MO | 6 | $41.88 | $43.54 | $251.25 | $261.24 | 3.98% | 11.53% | 9.00% | 9.36% | 5.78% | 3.68% |
| MPW | 40 | $10.51 | $4.56 | $420.58 | $182.40 | -56.63% | -40.55% | 13.16% | 5.71% | 3.72% | 3.65% |
| MRK | 2 | $76.78 | $130.72 | $153.55 | $261.44 | 70.26% | 29.03% | 2.36% | 4.01% | 8.61% | 5.84% |
| MSFT | 0.50 | $232.32 | $399.04 | $116.16 | $199.52 | 48.19% | 20.14% | 0.75% | 1.29% | 9.52% | 9.14% |
| NEE | 11 | $63.17 | $66.90 | $694.89 | $735.90 | 5.90% | 5.80% | 3.09% | 3.26% | 9.34% | 8.40% |
| O | 11 | $53.55 | $53.80 | $589.07 | $591.80 | 0.46% | 6.48% | 5.73% | 5.76% | 0.80% | 0.72% |
| OHI | 6 | $31.32 | $30.90 | $187.94 | $185.40 | -1.35% | 8.90% | 8.67% | 8.56% | 1.85% | 0.25% |
| PEP | 0.50 | $165.44 | $176.68 | $82.72 | $88.34 | 6.79% | 53.48% | 2.85% | 3.06% | 7.38% | 6.00% |
| PFE | 16 | $34.86 | $25.26 | $557.68 | $404.16 | -27.53% | -11.55% | 6.65% | 4.82% | 6.71% | 5.15% |
| QCOM | 0.50 | $117 | $163.30 | $58.50 | $81.65 | 39.57% | 43.47% | 1.96% | 2.74% | 9.82% | 5.74% |
| RIO | 2 | $64.30 | $67.78 | $128.60 | $135.56 | 5.41% | 115.88% | 7.61% | 8.02% | - | - |
| RTX | 3 | $87.51 | $101.71 | $262.54 | $305.13 | 16.22% | 15.00% | 2.34% | 2.70% | 6.67% | 4.87% |
| SHEL | 6 | $47.04 | $73.27 | $282.27 | $439.62 | 55.74% | 14.70% | 3.76% | 5.85% | 1.77% | -4.11% |
| SOFI | 10 | $7.45 | $7.59 | $74.50 | $75.90 | 1.88% | 31.23% | - | - | - | - |
| SPG | 5 | $99.75 | $142.73 | $498.75 | $713.65 | 43.09% | 18.83% | 5.46% | 7.82% | 10.87% | 9.25% |
| T | 18 | $22.73 | $16.58 | $409.18 | $298.44 | -27.06% | -1.54% | 6.69% | 4.88% | -7.24% | -16.76% |
| TSM | 6 | $100.09 | $136.58 | $600.56 | $819.48 | 36.45% | 19.33% | 1.25% | 1.71% | -3.05% | -11.31% |
| TSN | 3 | $65.70 | $60.89 | $197.10 | $182.67 | -7.32% | 0.59% | 3.22% | 2.98% | 14.04% | 5.77% |
| UL | 3 | $52.46 | $50.92 | $157.38 | $152.76 | -2.94% | 2.55% | 3.60% | 3.49% | 3.99% | -0.40% |
| V | 0.30 | $212.27 | $275.16 | $63.68 | $82.55 | 29.63% | 11.82% | 0.76% | 0.98% | 13.70% | 12.53% |
| VICI | 10 | $29.62 | $28.55 | $296.22 | $285.50 | -3.62% | 3.60% | 5.81% | 5.60% | 7.97% | 7.31% |
| VZ | 8 | $49.83 | $39.22 | $398.61 | $313.76 | -21.29% | -4.05% | 6.78% | 5.34% | 2.40% | 2.00% |
| WBD | 16 | $15 | $8.29 | $240 | $132.64 | -44.73% | -32.17% | - | - | - | - |
| WFC | 8 | $39.52 | $59.93 | $316.16 | $479.44 | 51.64% | 13.05% | 2.34% | 3.54% | 5.40% | -4.39% |
| WHR | 1 | $122.28 | $94.97 | $122.28 | $94.97 | -22.33% | -21.65% | 7.37% | 5.72% | 7.70% | 3.92% |
| WM | 0.50 | $154.80 | $212.70 | $77.40 | $106.35 | 37.40% | 31.49% | 1.41% | 1.94% | 7.18% | 6.26% |
| WPC | 4 | $71.77 | $55.98 | $287.06 | $223.92 | -22.00% | -6.59% | 6.18% | 4.82% | 0.41% | 0.21% |
| XOM | 1 | -$20.69 | $121.33 | -$20.69 | $121.33 | 70.31% | 20.70% | 3.13% | - | 3.96% | 0.95% |
| Total: | $13,678.28 | $16,000.94 | 16.98% | 10.61% | 3.68% |