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): | $17,077.38 | $22,476.99 | 31.62% | 13.19% | 6.86% | ||||||
| AAPL | 2.20 | $134.95 | $196.58 | $296.89 | $432.48 | 40.39% | 9.53% | 0.53% | 0.77% | 6.28% | 5.13% |
| ABBV | 3 | $91.60 | $185.49 | $274.80 | $556.47 | 102.50% | 22.07% | 3.54% | 7.16% | 9.91% | 6.92% |
| ADC | 2 | $57.74 | $75.31 | $115.48 | $150.62 | 30.43% | 30.28% | 4.08% | 5.32% | 4.05% | 1.05% |
| ADM | 6 | $51.04 | $53.99 | $306.22 | $323.94 | 5.79% | 12.98% | 3.78% | 4.00% | 8.69% | 6.82% |
| ALB | 1 | $55.68 | $59.40 | $55.68 | $59.40 | 6.68% | 296.07% | 2.73% | 2.91% | 4.44% | 1.06% |
| AMD | 5 | $94.49 | $126.79 | $472.46 | $633.95 | 34.18% | 24.62% | - | - | - | - |
| AMZN | 3.20 | $109.69 | $212.52 | $351.02 | $680.06 | 93.74% | 31.07% | - | - | - | - |
| ARE | 1 | $82.39 | $70.88 | $82.39 | $70.88 | -13.97% | -51.40% | 7.45% | 6.41% | 5.32% | 4.23% |
| ASML | 0.50 | $659.74 | $761.64 | $329.87 | $380.82 | 15.45% | 12.09% | 1.01% | 1.16% | 30.00% | 30.00% |
| BAC | 6 | $28.58 | $45.06 | $171.46 | $270.36 | 57.68% | 27.18% | 2.31% | 3.64% | 18.54% | 10.10% |
| BAM | 3 | $54.27 | $54.64 | $162.81 | $163.92 | 0.68% | 4.82% | 3.20% | 3.22% | 24.94% | 17.57% |
| BAS.DE | 2 | $60.36 | $47.98 | $120.71 | $95.96 | -20.50% | -0.41% | 5.43% | 4.32% | 2.73% | -16.16% |
| BHP | 3 | $52.65 | $47.62 | $157.96 | $142.86 | -9.56% | -8.36% | 4.20% | 3.80% | 17.68% | 8.14% |
| BMY | 9 | $59.44 | $46.84 | $534.92 | $421.56 | -21.19% | -2.82% | 5.29% | 4.17% | 6.04% | 3.79% |
| BN | 3 | $53.20 | $59.48 | $159.60 | $178.44 | 11.80% | 20.15% | 0.61% | 0.68% | 3.95% | -5.29% |
| BRK-B | 0.30 | $309 | $485.14 | $92.70 | $145.54 | 57.00% | 20.05% | - | - | - | - |
| BTC-USD | 0.00900 | -$5,228.56 | $104,640.54 | -$47.06 | $941.76 | 273.41% | 49.35% | - | - | - | - |
| BTI | 12 | $32.69 | $49.34 | $392.24 | $592.08 | 50.95% | 20.19% | 6.07% | 9.17% | 3.70% | 0.79% |
| CSCO | 6 | $39.42 | $65.84 | $236.52 | $395.04 | 67.02% | 14.90% | 2.49% | 4.16% | 4.68% | 2.67% |
| CVX | 0.50 | $146.17 | $148.19 | $73.09 | $74.10 | 1.38% | 6.91% | 4.62% | 4.68% | 6.28% | 4.46% |
| ENB | 6 | $36.28 | $44.98 | $217.70 | $269.88 | 23.97% | 19.58% | 6.06% | 7.51% | 6.37% | 1.09% |
| EPR | 4 | $39.41 | $57.17 | $157.64 | $228.68 | 45.06% | 30.81% | 6.19% | 8.98% | -4.68% | -4.68% |
| GOOGL | 7 | $141 | $173.32 | $987.01 | $1,213.24 | 22.92% | 15.80% | 0.48% | 0.60% | - | - |
| HD | 0.30 | $296.18 | $347.03 | $88.85 | $104.11 | 17.17% | 10.34% | 2.65% | 3.11% | 15.22% | 11.29% |
| IIPR | 2.50 | $74.20 | $57.89 | $185.51 | $144.73 | -21.99% | -2.63% | 13.13% | 10.24% | 21.57% | 13.14% |
| INTC | 4 | $30.60 | $21.49 | $122.41 | $85.96 | -13.35% | -1.73% | 2.33% | - | -7.98% | -25.31% |
| JNJ | 4.50 | $151.80 | $150.73 | $683.09 | $678.29 | -0.70% | 3.06% | 3.45% | 3.43% | 6.36% | 5.56% |
| JPM | 1 | $145.14 | $273.96 | $145.14 | $273.96 | 88.76% | 22.18% | 2.04% | 3.86% | 10.43% | 6.72% |
| KO | 2 | $42.36 | $69.21 | $84.72 | $138.42 | 63.39% | 13.57% | 2.95% | 4.82% | 5.06% | 3.65% |
| LMT | 0.40 | $346.10 | $468.60 | $138.44 | $187.44 | 35.39% | 11.82% | 2.82% | 3.81% | 9.94% | 6.87% |
| LOW | 0.30 | $201.13 | $210.83 | $60.34 | $63.25 | 4.82% | 4.52% | 2.18% | 2.29% | 22.08% | 18.72% |
| META | 1.20 | $2.48 | $695.77 | $2.97 | $834.92 | 216.32% | 49.79% | 0.30% | 84.79% | - | - |
| MO | 6 | $41.88 | $59.49 | $251.25 | $356.94 | 42.07% | 21.51% | 6.86% | 9.74% | 4.82% | 3.21% |
| MPW | 66 | $8.25 | $4.42 | $544.76 | $291.72 | -46.45% | -20.22% | 7.24% | 3.88% | -7.44% | -14.30% |
| MRK | 2 | $76.78 | $79.29 | $153.55 | $158.58 | 3.28% | 4.98% | 4.09% | 4.22% | 5.60% | 0.59% |
| MSFT | 0.50 | $232.32 | $480.24 | $116.16 | $240.12 | 71.65% | 19.61% | 0.69% | 1.43% | 11.97% | 10.19% |
| NEE | 11 | $63.17 | $71.57 | $694.89 | $787.27 | 13.29% | 7.13% | 3.17% | 3.59% | 10.42% | 9.79% |
| NKE | 2 | $75.66 | $59.51 | $151.32 | $119.02 | -21.35% | -19.99% | 2.69% | 2.11% | 12.65% | 10.66% |
| NTR | 4 | $46.42 | $62.34 | $185.69 | $249.36 | 34.29% | 68.10% | 3.50% | 4.70% | 10.48% | 4.86% |
| O | 14 | $54.33 | $57.58 | $760.57 | $806.12 | 5.99% | 8.37% | 5.61% | 5.94% | 2.69% | 1.34% |
| OHI | 6 | $31.32 | $37.00 | $187.94 | $222 | 18.12% | 13.37% | 7.24% | 8.56% | 4.32% | 0.30% |
| PEP | 3 | $147.42 | $129.07 | $442.27 | $387.21 | -12.45% | -21.44% | 4.41% | 3.86% | 8.24% | 6.64% |
| PFE | 18 | $33.92 | $23.88 | $610.54 | $429.84 | -29.60% | -6.68% | 7.20% | 5.07% | 4.29% | 2.53% |
| PLD | 1 | $110.49 | $105.08 | $110.49 | $105.08 | -4.90% | -0.45% | 3.84% | 3.66% | 10.29% | 1.93% |
| RIO | 6 | $62.60 | $56.94 | $375.61 | $341.64 | -9.04% | -6.65% | 7.90% | 7.19% | - | - |
| RTX | 3 | $87.51 | $145.87 | $262.54 | $437.61 | 66.68% | 25.67% | 1.86% | 3.11% | 6.89% | 5.18% |
| SHEL | 6 | $47.04 | $72.00 | $282.27 | $432 | 53.04% | 12.20% | 3.98% | 6.09% | 8.91% | 1.99% |
| SOFI | 20 | $7.06 | $15.36 | $141.10 | $307.20 | 117.72% | 93.25% | - | - | - | - |
| SPG | 5 | $99.75 | $157.10 | $498.75 | $785.50 | 57.49% | 17.98% | 5.35% | 8.42% | 9.07% | 2.20% |
| STAG | 2 | $37.65 | $36.32 | $75.30 | $72.64 | -3.53% | -1.43% | 4.10% | 3.96% | 1.10% | 0.69% |
| T | 18 | $22.73 | $27.66 | $409.18 | $497.88 | 21.68% | 9.91% | 4.01% | 4.88% | -8.04% | -17.08% |
| TSM | 6 | $100.09 | $213.50 | $600.56 | $1,281 | 113.30% | 29.99% | 1.28% | 2.74% | 11.97% | 5.27% |
| TSN | 3 | $65.70 | $54.33 | $197.10 | $162.99 | -17.31% | -1.02% | 3.68% | 3.04% | 12.16% | 3.58% |
| TX | 2 | $33.67 | $30.13 | $67.34 | $60.26 | -10.51% | -3.20% | 11.95% | 10.69% | 19.70% | 16.63% |
| UNH | 1 | $449.62 | $307.20 | $449.62 | $307.20 | -31.68% | -59.19% | 2.88% | 1.97% | 17.22% | 14.58% |
| V | 0.30 | $212.27 | $340.38 | $63.68 | $102.11 | 60.35% | 14.70% | 0.69% | 1.11% | 16.99% | 15.99% |
| VALE | 10 | $10.29 | $9.30 | $102.92 | $93 | -9.64% | -3.72% | 1.87% | 1.69% | - | - |
| VICI | 12 | $29.47 | $32.33 | $353.64 | $387.96 | 9.70% | 9.18% | 5.35% | 5.87% | 8.04% | 7.78% |
| VZ | 9 | $48.67 | $41.67 | $438.01 | $375.03 | -14.38% | 1.12% | 6.50% | 5.57% | 2.39% | 1.96% |
| WBD | 24 | $12.61 | $10.57 | $302.68 | $253.68 | -16.19% | -7.21% | - | - | - | - |
| WFC | 8 | $39.52 | $74.74 | $316.16 | $597.92 | 89.12% | 15.31% | 2.14% | 4.05% | 20.72% | 14.66% |
| WHR | 1 | $122.28 | $91.80 | $122.28 | $91.80 | -24.93% | -7.73% | 7.63% | 5.72% | 9.76% | 8.13% |
| WM | 0.50 | $154.80 | $233.22 | $77.40 | $116.61 | 50.66% | 20.72% | 1.41% | 2.13% | 7.91% | 6.98% |
| WPC | 9 | $63.82 | $63.71 | $574.35 | $573.39 | -0.17% | 5.75% | 5.65% | 5.64% | 0.52% | -2.46% |
| XOM | 1 | -$20.69 | $113.19 | -$20.69 | $113.19 | 66.28% | 18.80% | 3.50% | - | 3.95% | 2.47% |
| Total: | $17,077.38 | $22,476.99 | 31.62% | 13.19% | 6.86% |