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 (65): | $20,043.25 | $34,238.74 | 70.82% | 19.02% | 3.67% | ||||||
| AAPL | 2.20 | $134.95 | $299.33 | $296.89 | $658.52 | 107.73% | 16.27% | 0.36% | 0.77% | 5.75% | 4.31% |
| ABBV | 3 | $91.60 | $234.50 | $274.80 | $703.52 | 156.01% | 23.55% | 3.01% | 7.55% | 8.82% | 5.59% |
| ADBE | 3.80 | $274.16 | $199.10 | $1,041.82 | $756.60 | -27.38% | -64.78% | - | - | - | - |
| ADC | 2 | $57.74 | $74.26 | $115.48 | $148.51 | 28.60% | 17.37% | 4.37% | 5.55% | 4.23% | 2.35% |
| ADM | 6 | $51.04 | $76.18 | $306.22 | $457.11 | 49.28% | 30.65% | 2.73% | 4.08% | 8.38% | 6.91% |
| AMD | 4.80 | $74.86 | $523.19 | $359.31 | $2,511.31 | 389.47% | 87.81% | - | - | - | - |
| AMZN | 3.40 | $115.55 | $233.99 | $392.87 | $795.57 | 102.50% | 24.71% | - | - | - | - |
| ARE | 5 | $70.95 | $51.88 | $354.74 | $259.43 | -26.87% | -28.44% | 5.68% | 4.06% | 5.08% | 4.57% |
| ASML | 0.50 | $659.74 | $1,782.02 | $329.87 | $891.01 | 170.11% | 47.59% | 0.66% | 1.93% | 30.00% | 30.00% |
| BAC | 6 | $28.58 | $57.71 | $171.46 | $346.26 | 101.95% | 28.23% | 1.95% | 3.92% | 14.56% | 7.40% |
| BAM | 3 | $54.27 | $46.76 | $162.81 | $140.27 | -13.85% | -5.14% | 4.25% | 3.70% | 22.99% | 18.16% |
| BAS.DE | 2 | $60.36 | $56.09 | $120.71 | $112.18 | -7.07% | 4.18% | 3.37% | 3.15% | 0.47% | -11.27% |
| BHP | 4 | $51.54 | $82.74 | $206.15 | $330.96 | 60.54% | 41.14% | 3.40% | 5.67% | 4.50% | -25.40% |
| BMY | 12 | $56.16 | $55.62 | $673.91 | $667.44 | -0.96% | 3.90% | 4.61% | 4.49% | 5.60% | 4.00% |
| BN | 4 | $34.30 | $44.02 | $137.20 | $176.06 | 24.35% | 15.61% | 0.63% | 0.79% | -0.62% | -15.09% |
| BRK-B | 0.40 | $351.78 | $493.41 | $140.71 | $197.36 | 40.26% | 14.37% | - | - | - | - |
| BTI | 12 | $32.69 | $60.70 | $392.24 | $728.46 | 85.72% | 21.80% | 5.67% | 10.22% | 5.32% | 3.24% |
| CSCO | 6 | $39.42 | $122.24 | $236.52 | $733.43 | 210.09% | 24.68% | 1.38% | 4.26% | 4.33% | 2.62% |
| CVX | 0.50 | $146.17 | $176.16 | $73.09 | $88.08 | 20.52% | 16.36% | 4.07% | 4.87% | 5.35% | 4.11% |
| ENB | 6 | $36.28 | $55.39 | $217.70 | $332.34 | 52.66% | 22.87% | 5.21% | 7.87% | 4.32% | -0.21% |
| EPR | 4 | $39.41 | $59.06 | $157.64 | $236.24 | 49.86% | 23.66% | 6.41% | 9.44% | 7.11% | 7.11% |
| EQNR | 4 | $25.30 | $32.62 | $101.20 | $130.48 | 28.93% | 92.33% | 4.75% | 6.17% | 24.97% | 15.93% |
| GOOGL | 8 | $146.60 | $347.76 | $1,172.82 | $2,782.08 | 137.21% | 43.54% | 0.25% | 0.60% | - | - |
| HD | 0.30 | $296.18 | $325.62 | $88.85 | $97.69 | 9.94% | 6.07% | 2.85% | 3.15% | 13.10% | 8.67% |
| IIPR | 3 | $70.08 | $60.57 | $210.24 | $181.71 | -13.57% | 4.97% | 12.81% | 10.85% | 13.01% | 7.50% |
| JNJ | 4.50 | $151.80 | $237.21 | $683.09 | $1,067.45 | 56.27% | 15.62% | 2.32% | 3.53% | 5.99% | 5.22% |
| JPM | 1 | $145.14 | $334.11 | $145.14 | $334.11 | 130.20% | 22.58% | 1.81% | 4.13% | 12.21% | 8.31% |
| KO | 2 | $42.36 | $79.96 | $84.72 | $159.91 | 88.75% | 14.31% | 2.67% | 5.00% | 5.17% | 4.21% |
| LMT | 0.40 | $346.10 | $501.66 | $138.44 | $200.66 | 44.95% | 11.45% | 2.80% | 3.99% | 9.01% | 5.87% |
| LOW | 0.30 | $201.13 | $214.59 | $60.34 | $64.38 | 6.69% | 4.57% | 2.33% | 2.49% | 16.85% | 10.80% |
| MA | 0.50 | $518.64 | $488.30 | $259.32 | $244.15 | -5.85% | -19.72% | 0.72% | 0.67% | 15.87% | 14.25% |
| MELI | 0.45 | $1,776.46 | $1,600.56 | $799.41 | $720.25 | -9.90% | -36.86% | - | - | - | - |
| META | 1 | -$135.67 | $565.30 | -$135.67 | $565.31 | 182.26% | 37.53% | 0.37% | 1.50% | - | - |
| MO | 6 | $41.88 | $71.11 | $251.25 | $426.66 | 69.81% | 22.69% | 6.10% | 10.13% | 4.75% | 3.74% |
| MPT | 66 | $8.25 | $4.57 | $544.76 | $301.62 | -44.63% | -11.38% | 8.04% | 4.36% | -17.86% | -30.00% |
| MRK | 6 | $81.55 | $118.86 | $489.31 | $713.16 | 45.75% | 22.20% | 2.94% | 4.17% | 5.83% | 4.11% |
| MSFT | 1.20 | $330.63 | $373.28 | $396.76 | $447.93 | 11.28% | 7.58% | 0.99% | 1.06% | 10.80% | 10.22% |
| NEE | 11 | $63.17 | $86.41 | $694.89 | $950.51 | 36.79% | 10.87% | 2.90% | 3.95% | 10.51% | 10.12% |
| NKE | 4 | $69.77 | $42.94 | $279.06 | $171.76 | -38.45% | -31.66% | 3.80% | 2.35% | 11.35% | 9.68% |
| NNN | 4 | $40.62 | $45.97 | $162.48 | $183.88 | 13.17% | 34.03% | 5.31% | 5.91% | 2.99% | 2.41% |
| NTR | 4 | $46.42 | $61.78 | $185.69 | $247.12 | 33.08% | 24.29% | 3.53% | 4.74% | 9.75% | 3.84% |
| NVO | 6 | $40.96 | $46.77 | $245.74 | $280.62 | 14.19% | 114.42% | 5.56% | 6.23% | 23.88% | 20.32% |
| O | 14 | $54.33 | $61.58 | $760.57 | $862.19 | 13.36% | 9.47% | 5.37% | 5.99% | 4.14% | 3.73% |
| OHI | 6 | $31.32 | $46.22 | $187.94 | $277.32 | 47.56% | 16.90% | 5.94% | 8.56% | 3.04% | 0.07% |
| PEP | 5 | $143.14 | $141.18 | $715.72 | $705.90 | -1.37% | 3.07% | 4.21% | 4.14% | 7.94% | 7.14% |
| PFE | 20 | $33 | $24.90 | $660.06 | $498.01 | -24.55% | -2.26% | 6.86% | 5.21% | 3.80% | 2.47% |
| PLD | 2 | $108.51 | $145.78 | $217.02 | $291.57 | 34.35% | 25.34% | 2.98% | 3.94% | 9.60% | 3.42% |
| RIO | 6 | $62.60 | $96.42 | $375.61 | $578.52 | 54.02% | 32.89% | 5.11% | 8.11% | 30.00% | 30.00% |
| RTX | 3 | $87.51 | $184.82 | $262.54 | $554.46 | 111.19% | 26.46% | 1.61% | 3.34% | 6.96% | 5.22% |
| SHEL | 6 | $47.04 | $79.57 | $282.27 | $477.42 | 69.14% | 12.56% | 3.92% | 6.64% | 6.37% | 2.69% |
| SOFI | 20 | $7.06 | $17.50 | $141.10 | $350.10 | 148.12% | 51.46% | - | - | - | - |
| SPG | 5 | $99.75 | $216.63 | $498.75 | $1,083.15 | 117.17% | 21.98% | 4.19% | 9.02% | 6.40% | 2.17% |
| STAG | 2 | $37.65 | $38.80 | $75.30 | $77.59 | 3.04% | 5.98% | 4.02% | 4.12% | 0.84% | 0.68% |
| T | 18 | $22.73 | $22.84 | $409.18 | $411.03 | 0.45% | 5.67% | 5.02% | 4.88% | -7.35% | -13.20% |
| TSM | 6 | $100.09 | $443.11 | $600.56 | $2,658.66 | 342.70% | 45.60% | 0.81% | 3.80% | 11.47% | 9.41% |
| TSN | 3 | $65.70 | $56.84 | $197.10 | $170.52 | -13.49% | 0.50% | 3.68% | 3.11% | 10.54% | 2.93% |
| UNH | 2.60 | $363.07 | $407.24 | $943.99 | $1,058.82 | 12.16% | 14.14% | 2.28% | 2.56% | 18.54% | 12.37% |
| V | 0.60 | $267.27 | $330.84 | $160.36 | $198.50 | 23.79% | 10.68% | 0.82% | 1.00% | 16.30% | 14.82% |
| VALE | 10 | $10.29 | $15.36 | $102.92 | $153.55 | 49.19% | 34.06% | - | - | - | - |
| VICI | 12 | $29.47 | $26.49 | $353.64 | $317.88 | -10.11% | 3.37% | 6.90% | 6.11% | 7.06% | 6.32% |
| VZ | 10 | $47.78 | $46.58 | $477.75 | $465.75 | -2.51% | 5.01% | 6.24% | 5.92% | 2.32% | 1.92% |
| WFC | 8 | $39.52 | $83.60 | $316.16 | $668.80 | 111.54% | 15.16% | 2.15% | 4.55% | 18.60% | 14.69% |
| WHR | 2 | $96.96 | $37.16 | $193.91 | $74.31 | -61.68% | -37.75% | 9.84% | - | 11.44% | 10.24% |
| WM | 0.50 | $154.80 | $218.00 | $77.40 | $109 | 40.83% | 12.57% | 1.77% | 2.44% | 7.31% | 4.61% |
| WPC | 9 | $63.82 | $72.62 | $574.35 | $653.63 | 13.80% | 9.98% | 5.26% | 5.89% | -1.17% | -5.45% |
| Total: | $20,043.25 | $34,238.74 | 70.82% | 19.02% | 3.67% |