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): | $35,936.30 | 59.57% | 19.09% | 3.64% | ||||||
| AAPL | 2.20 | $139.87 | $338.98 | $745.76 | 133.72% | 18.01% | 0.32% | 0.77% | 5.64% | 4.26% |
| ABBV | 3 | $91.60 | $264.53 | $793.59 | 188.79% | 24.98% | 2.62% | 7.55% | 8.53% | 5.37% |
| ADBE | 4 | $270.78 | $249.52 | $998.08 | -7.85% | -13.80% | - | - | - | - |
| ADC | 2 | $57.74 | $67.62 | $135.24 | 17.11% | 12.02% | 4.74% | 5.55% | 4.07% | 2.40% |
| ADM | 6 | $51.04 | $83.38 | $500.28 | 63.37% | 32.58% | 2.49% | 4.08% | 8.13% | 6.56% |
| AMD | 4.50 | $100.46 | $615.52 | $2,769.84 | 463.67% | 87.77% | - | - | - | - |
| AMZN | 3.40 | $115.55 | $258.45 | $878.73 | 123.67% | 26.27% | - | - | - | - |
| ARE | 5 | $70.95 | $53.34 | $266.70 | -24.82% | -19.51% | 5.40% | 4.06% | 4.86% | 4.26% |
| ASML | 0.50 | $659.74 | $1,711.32 | $855.66 | 159.39% | 41.35% | 0.50% | 1.30% | 20.67% | 7.91% |
| BAC | 6 | $28.58 | $57.96 | $347.76 | 102.82% | 26.35% | 2.21% | 4.48% | 12.50% | 7.64% |
| BAM | 3 | $54.27 | $46.22 | $138.66 | -14.83% | -4.54% | 4.35% | 3.70% | 23.40% | 18.21% |
| BHP | 4 | $51.54 | $86.09 | $344.36 | 67.04% | 39.42% | 4.60% | 7.68% | 9.56% | -27.91% |
| BMY | 12 | $56.16 | $62.62 | $751.44 | 11.50% | 6.75% | 4.02% | 4.49% | 5.39% | 4.05% |
| BN | 4 | $53.20 | $37.98 | $151.92 | 9.22% | 5.75% | 0.74% | 0.79% | -1.10% | -15.00% |
| BRK-B | 0.40 | $351.79 | $502.01 | $200.80 | 42.70% | 13.74% | - | - | - | - |
| BTI | 12 | $32.69 | $55.75 | $669 | 70.56% | 19.27% | 5.99% | 10.22% | 5.32% | 3.24% |
| CSCO | 6 | $39.42 | $111.46 | $668.76 | 182.75% | 21.89% | 1.51% | 4.26% | 4.17% | 2.58% |
| CVX | 0.50 | $146.17 | $203.78 | $101.89 | 39.41% | 23.21% | 3.49% | 4.87% | 5.04% | 2.99% |
| ENB | 6 | $36.28 | $48.20 | $289.20 | 32.84% | 16.69% | 5.71% | 7.58% | 4.27% | 0.01% |
| EPR | 4 | $39.41 | $57.43 | $229.72 | 45.72% | 21.40% | 6.48% | 9.44% | 22.02% | 3.38% |
| EQNR | 4 | $25.30 | $42.49 | $169.96 | 67.94% | 126.27% | 3.67% | 6.17% | 17.50% | 7.43% |
| GOOGL | 8 | $192.26 | $354.97 | $2,839.76 | 142.13% | 40.23% | 0.25% | 0.60% | - | - |
| HD | 0.30 | $296.18 | $297.20 | $89.16 | 0.34% | 3.32% | 3.14% | 3.15% | 12.59% | 7.62% |
| IIPR | 3 | $70.08 | $56.15 | $168.45 | -19.88% | 3.30% | 13.54% | 10.85% | 8.39% | 3.79% |
| JNJ | 4.50 | $151.80 | $269.47 | $1,212.62 | 77.52% | 18.21% | 1.99% | 3.53% | 5.88% | 5.07% |
| JPM | 1 | $145.14 | $352.04 | $352.04 | 142.55% | 22.73% | 1.87% | 4.55% | 12.21% | 8.31% |
| KO | 2 | $42.36 | $87.12 | $174.24 | 105.67% | 15.25% | 2.43% | 5.00% | 5.17% | 4.34% |
| LMT | 0.40 | $346.10 | $535.40 | $214.16 | 54.70% | 12.39% | 2.58% | 3.99% | 8.87% | 5.63% |
| LOW | 0.60 | $204.24 | $191.04 | $114.62 | -6.46% | -1.74% | 2.62% | 2.45% | 16.85% | 10.80% |
| MA | 0.50 | $518.64 | $567.65 | $283.83 | 9.45% | 19.79% | 0.61% | 0.67% | 15.66% | 13.97% |
| MCD | 0.60 | $264.36 | $247.88 | $148.73 | -6.23% | -58.13% | 3.00% | 2.81% | 10.17% | 7.24% |
| MELI | 0.50 | $1,767.81 | $1,820.47 | $910.24 | 2.98% | 6.66% | - | - | - | - |
| META | 1 | $192.30 | $741.24 | $741.25 | 228.01% | 40.81% | 0.28% | 1.50% | - | - |
| MO | 6 | $41.88 | $68.54 | $411.24 | 63.68% | 20.99% | 6.48% | 10.60% | 4.53% | 2.96% |
| MPT | 66 | $8.25 | $3.65 | $240.90 | -55.78% | -15.42% | 9.86% | 4.36% | -9.32% | -30.00% |
| MRK | 6 | $81.55 | $149.50 | $897 | 83.32% | 29.94% | 2.27% | 4.17% | 5.79% | 4.19% |
| MSFT | 1.30 | $338.88 | $501.61 | $652.09 | 44.27% | 20.13% | 0.73% | 1.06% | 10.84% | 10.21% |
| NEE | 11 | $86.86 | $79.63 | $875.93 | 26.05% | 8.53% | 3.13% | 3.95% | 10.37% | 9.88% |
| NKE | 5 | $63.65 | $36.10 | $180.50 | -43.28% | -35.76% | 4.54% | 2.58% | 11.16% | 9.47% |
| NNN | 4 | $40.62 | $41.63 | $166.52 | 2.49% | 9.40% | 5.96% | 6.11% | 3.02% | 2.53% |
| NTR | 4 | $46.42 | $74.54 | $298.16 | 60.57% | 33.68% | 2.95% | 4.74% | 9.10% | 3.89% |
| NVO | 6 | $40.96 | $39.82 | $238.92 | -2.78% | -3.20% | 2.91% | 2.83% | 22.59% | 17.47% |
| O | 14 | $54.33 | $56.65 | $793.10 | 4.28% | 7.19% | 5.75% | 6.00% | 3.99% | 3.23% |
| OHI | 6 | $31.32 | $46.83 | $280.98 | 49.51% | 16.67% | 5.81% | 8.68% | 4.28% | 2.33% |
| PEP | 5 | $143.14 | $129.59 | $647.95 | -9.47% | -2.24% | 4.57% | 4.14% | 7.82% | 7.04% |
| PFE | 20 | $33 | $27.74 | $554.80 | -15.95% | 0.72% | 6.20% | 5.21% | 4.03% | -1.34% |
| PLD | 2 | $108.51 | $135.87 | $271.74 | 25.21% | 17.57% | 3.15% | 3.94% | 8.88% | 2.73% |
| RIO | 6 | $62.60 | $97.04 | $582.24 | 55.01% | 30.30% | 4.35% | 6.74% | 7.78% | -15.76% |
| RTX | 3 | $87.51 | $194.34 | $583.02 | 122.07% | 26.32% | 1.50% | 3.34% | 6.98% | 5.21% |
| SHEL | 6 | $47.05 | $93.27 | $559.62 | 98.26% | 14.68% | 3.35% | 6.64% | 6.00% | 1.17% |
| SOFI | 20 | $7.06 | $16.97 | $339.40 | 140.54% | 43.33% | - | - | - | - |
| SPG | 5 | $99.75 | $204.98 | $1,024.90 | 105.49% | 20.21% | 4.39% | 9.02% | 7.99% | 5.06% |
| STAG | 2 | $37.65 | $37.51 | $75.02 | -0.37% | 3.95% | 4.13% | 4.12% | 0.80% | 0.68% |
| T | 18 | $22.73 | $25.47 | $458.46 | 12.04% | 7.39% | 4.36% | 4.88% | -6.88% | -10.65% |
| TSM | 6 | $100.09 | $445.14 | $2,670.84 | 344.72% | 42.89% | 0.98% | 4.34% | 16.06% | 13.15% |
| TSN | 3 | $65.70 | $52.02 | $156.06 | -20.82% | -0.60% | 3.92% | 3.11% | 9.51% | 2.62% |
| UNH | 2.60 | $363.07 | $377.56 | $981.66 | 3.99% | 5.61% | 2.46% | 2.56% | 18.04% | 11.64% |
| V | 0.60 | $267.27 | $369.95 | $221.97 | 38.42% | 14.15% | 0.72% | 1.00% | 16.09% | 14.57% |
| VALE | 10 | $10.29 | $14.15 | $141.50 | 37.49% | 32.94% | 11.30% | 15.54% | 8.50% | -13.00% |
| VICI | 12 | $29.47 | $24.04 | $288.54 | -18.41% | 1.42% | 7.65% | 6.24% | 6.69% | 5.94% |
| VNA.DE | 6 | $20.32 | $20.07 | $120.41 | -1.23% | -47.47% | 7.15% | 7.06% | 5.28% | -2.45% |
| VZ | 10 | $47.78 | $47.68 | $476.80 | -0.20% | 5.58% | 5.94% | 5.92% | 2.30% | 1.91% |
| WFC | 8 | $39.52 | $86.54 | $692.36 | 118.99% | 15.24% | 2.31% | 5.06% | 14.75% | 9.91% |
| WHR | 3 | $78.41 | $32.64 | $97.92 | -58.37% | -42.40% | 11.03% | - | 11.44% | 10.24% |
| WM | 0.50 | $154.80 | $207.04 | $103.52 | 33.75% | 10.30% | 1.83% | 2.44% | 7.01% | 3.27% |
| WPC | 9 | $63.82 | $66.20 | $595.80 | 3.73% | 6.93% | 5.74% | 5.95% | -1.17% | -5.45% |
| Total: | $35,936.30 | 59.57% | 19.09% | 3.64% |