VR Finance model
Portfolio Value
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| Stock | Shares | AVG cost basis | Price | Value | G/L % | XIRR | FD yield | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Total (66): | $34,418.60 | 49.88% | 16.98% | 3.84% | ||||||
| AAPL | 2.20 | $139.87 | $344.17 | $757.17 | 137.12% | 17.93% | 0.31% | 0.77% | 5.53% | 4.22% |
| ABBV | 3 | $91.60 | $288.24 | $864.72 | 214.67% | 26.10% | 2.35% | 7.55% | 8.30% | 5.17% |
| ADBE | 4 | $270.78 | $246.44 | $985.76 | -8.99% | -13.04% | - | - | - | - |
| ADC | 3 | $60.85 | $70.46 | $211.38 | 15.79% | 14.22% | 4.62% | 5.34% | 4.13% | 2.45% |
| ADM | 6 | $51.04 | $70.47 | $422.82 | 38.08% | 20.74% | 2.96% | 4.08% | 8.13% | 6.56% |
| AMD | 4.40 | $100.46 | $404.40 | $1,779.36 | 295.53% | 66.13% | - | - | - | - |
| AMZN | 3.40 | $115.55 | $260.21 | $884.71 | 125.19% | 25.52% | - | - | - | - |
| ARE | 5 | $70.95 | $45.17 | $225.85 | -36.33% | -28.36% | 6.41% | 4.06% | 4.86% | 4.26% |
| ASML | 0.50 | $659.74 | $1,356.65 | $678.33 | 105.63% | 29.68% | 0.61% | 1.28% | 20.66% | 1.98% |
| BAC | 6 | $28.58 | $49.76 | $298.56 | 74.13% | 20.27% | 2.56% | 4.48% | 12.50% | 7.64% |
| BAM | 3 | $54.27 | $52.46 | $157.38 | -3.34% | 1.72% | 3.87% | 3.70% | 23.40% | 18.21% |
| BHP | 4 | $51.54 | $78.58 | $314.32 | 52.47% | 30.70% | 5.04% | 7.68% | 9.56% | -27.91% |
| BMY | 12 | $56.16 | $63.13 | $757.56 | 12.41% | 6.75% | 4.00% | 4.49% | 5.20% | 4.10% |
| BN | 4 | $53.20 | $41.76 | $167.04 | 18.70% | 10.13% | 0.67% | 0.79% | -1.10% | -15.00% |
| BRK-B | 0.40 | $351.79 | $571.74 | $228.70 | 62.53% | 18.06% | - | - | - | - |
| BTI | 12 | $32.69 | $63.08 | $756.96 | 92.98% | 21.15% | 5.30% | 10.22% | 5.32% | 3.24% |
| CSCO | 6 | $39.42 | $95.72 | $574.32 | 142.82% | 18.64% | 1.76% | 4.26% | 4.17% | 2.58% |
| CVX | 0.50 | $146.17 | $212.89 | $106.45 | 45.65% | 24.71% | 3.31% | 4.87% | 5.04% | 2.99% |
| ENB | 6 | $36.28 | $48.11 | $288.66 | 32.60% | 16.48% | 5.72% | 7.58% | 4.27% | 0.01% |
| EPR | 4 | $39.41 | $59.79 | $239.16 | 51.71% | 22.11% | 6.24% | 9.44% | 14.29% | 3.03% |
| EQNR | 4 | $25.30 | $42.54 | $170.16 | 68.14% | 102.44% | 3.63% | 6.17% | 17.50% | 7.43% |
| GOOGL | 8 | $192.26 | $282.57 | $2,260.56 | 92.75% | 28.09% | 0.31% | 0.60% | - | - |
| HD | 0.30 | $296.18 | $349.94 | $104.98 | 18.15% | 7.64% | 2.66% | 3.15% | 12.59% | 7.62% |
| IIPR | 3 | $70.08 | $55.30 | $165.90 | -21.09% | 2.76% | 13.78% | 10.85% | 8.39% | 3.79% |
| JNJ | 4.50 | $151.80 | $272.32 | $1,225.44 | 79.40% | 18.07% | 1.97% | 3.53% | 5.88% | 5.07% |
| JPM | 1 | $145.14 | $337.34 | $337.34 | 132.42% | 21.15% | 1.96% | 4.55% | 13.52% | 9.27% |
| KO | 2 | $42.36 | $95.73 | $191.46 | 125.99% | 16.48% | 2.21% | 5.00% | 5.17% | 4.34% |
| LMT | 0.40 | $346.10 | $576.16 | $230.46 | 66.47% | 13.61% | 2.39% | 3.99% | 8.87% | 5.63% |
| LOW | 0.60 | $204.24 | $227.24 | $136.34 | 11.26% | 8.13% | 2.20% | 2.45% | 15.92% | 8.44% |
| MA | 0.50 | $518.64 | $655.92 | $327.96 | 26.47% | 45.24% | 0.53% | 0.67% | 15.49% | 13.73% |
| MCD | 1 | $252.53 | $278.04 | $278.04 | 10.10% | 88.79% | 2.68% | 2.95% | 10.17% | 7.24% |
| MELI | 0.65 | $1,743.46 | $1,530.28 | $994.68 | -12.23% | -25.10% | - | - | - | - |
| META | 1 | $192.30 | $605.08 | $605.08 | 192.61% | 36.74% | 0.35% | 1.50% | - | - |
| MO | 6 | $41.88 | $77.58 | $465.48 | 85.27% | 23.29% | 5.74% | 10.60% | 4.53% | 2.96% |
| MPT | 66 | $8.25 | $1.88 | $124.08 | -77.22% | -28.34% | 19.51% | 4.36% | -9.32% | -30.00% |
| MRK | 6 | $81.55 | $146.94 | $881.64 | 80.18% | 27.96% | 2.31% | 4.17% | 5.79% | 4.19% |
| MSFT | 1.30 | $338.88 | $535.93 | $696.71 | 53.35% | 21.97% | 0.73% | 1.14% | 10.81% | 10.19% |
| NEE | 11 | $86.86 | $88.25 | $970.75 | 39.70% | 10.79% | 2.83% | 3.95% | 10.37% | 9.88% |
| NKE | 5 | $63.65 | $39.56 | $197.80 | -37.84% | -27.58% | 4.16% | 2.58% | 11.16% | 9.47% |
| NNN | 7 | $40.66 | $41.46 | $290.22 | 1.96% | 11.42% | 6.00% | 6.10% | 3.06% | 2.66% |
| NTR | 4 | $46.42 | $72.21 | $288.84 | 55.55% | 29.39% | 3.05% | 4.74% | 9.10% | 3.89% |
| NVO | 6 | $40.96 | $40.30 | $241.80 | -1.60% | -0.35% | 2.89% | 2.83% | 22.59% | 17.47% |
| O | 14 | $54.33 | $59.50 | $833 | 9.52% | 8.26% | 5.49% | 6.00% | 5.16% | 3.60% |
| OHI | 6 | $31.32 | $47.99 | $287.94 | 53.21% | 17.06% | 5.68% | 8.68% | 4.08% | 2.13% |
| PEP | 5.20 | $142.51 | $142.71 | $742.09 | 0.14% | 3.95% | 4.13% | 4.15% | 7.82% | 7.04% |
| PFE | 20 | $33 | $29.88 | $597.60 | -9.46% | 2.67% | 5.72% | 5.21% | 3.59% | 2.44% |
| PLD | 2 | $108.51 | $128.55 | $257.10 | 18.47% | 13.18% | 3.33% | 3.94% | 8.88% | 2.73% |
| RIO | 6 | $62.60 | $83.16 | $498.96 | 32.84% | 20.25% | 5.07% | 6.74% | 7.78% | -15.76% |
| RTX | 3 | $87.51 | $191.88 | $575.64 | 119.26% | 25.15% | 1.52% | 3.34% | 6.99% | 5.20% |
| SHEL | 6 | $47.05 | $100.12 | $600.72 | 112.82% | 15.62% | 3.11% | 6.64% | 6.00% | 1.17% |
| SOFI | 20 | $7.06 | $16.04 | $320.80 | 127.36% | 37.80% | - | - | - | - |
| SPG | 5 | $99.75 | $226.55 | $1,132.75 | 127.12% | 21.62% | 3.98% | 9.02% | 7.99% | 5.06% |
| STAG | 2 | $37.65 | $36.91 | $73.82 | -1.97% | 2.91% | 4.20% | 4.12% | 0.80% | 0.68% |
| T | 18 | $22.73 | $21.82 | $392.85 | -3.99% | 5.03% | 5.11% | 4.88% | -5.80% | -10.58% |
| TSM | 6 | $100.09 | $353.10 | $2,118.60 | 252.77% | 34.63% | 1.22% | 4.34% | 16.06% | 13.15% |
| TSN | 3 | $65.70 | $60.11 | $180.33 | -8.51% | 1.61% | 3.40% | 3.11% | 9.51% | 2.62% |
| UNH | 2.60 | $363.07 | $395.72 | $1,028.87 | 8.99% | 8.59% | 2.34% | 2.56% | 18.04% | 11.64% |
| V | 0.60 | $267.27 | $422.59 | $253.55 | 58.12% | 18.53% | 0.74% | 1.17% | 15.97% | 14.92% |
| VALE | 10 | $10.29 | $11.45 | $114.50 | 11.25% | 20.20% | 14.05% | 15.54% | 8.50% | -13.00% |
| VICI | 14 | $28.75 | $25.21 | $352.94 | -12.32% | 2.51% | 7.34% | 6.40% | 6.69% | 5.94% |
| VNA.DE | 12 | $19.60 | $19.09 | $229.13 | -2.58% | -19.42% | 7.35% | 7.15% | 5.28% | -2.45% |
| VZ | 10 | $47.78 | $46.12 | $461.20 | -3.46% | 4.74% | 6.14% | 5.89% | 2.30% | 1.91% |
| WFC | 8 | $39.52 | $84.80 | $678.40 | 114.57% | 14.73% | 2.37% | 5.06% | 14.75% | 9.91% |
| WHR | 3 | $78.41 | $31.54 | $94.62 | -59.77% | -40.67% | 11.52% | - | 11.44% | 10.24% |
| WM | 0.50 | $154.80 | $241.27 | $120.64 | 55.86% | 14.37% | 1.57% | 2.44% | 7.01% | 3.27% |
| WPC | 9 | $63.82 | $65.29 | $587.61 | 2.31% | 6.30% | 5.85% | 5.95% | -0.88% | -4.89% |
| Total: | $34,418.60 | 49.88% | 16.98% | 3.84% |