VR Finance model
- Balance: $10,220.68
- Annual Dividends: $350.86
- YoC: 3.66%
- XIRR: 6.79%
- Gain/loss: 4.75%
Portfolio Value
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| Stock | Shares | AVG cost basis | Price | Total cost basis | Value | G/L % | XIRR | FD yield | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total (47 stocks): | $9,731.87 | $10,220.68 | 4.75% | 6.79% | 3.66% | ||||||
| AAPL | 2 | $133.92 | $146.92 | $267.84 | $293.83 | 9.71% | 4.52% | 0.63% | 0.69% | 7.20% | 6.19% |
| ABBV | 3 | $91.60 | $146.87 | $274.80 | $440.62 | 60.34% | 30.54% | 4.03% | 6.46% | 14.50% | 10.37% |
| AMD | 1 | $93.06 | $76.23 | $93.06 | $76.23 | -18.09% | -22.27% | - | - | - | - |
| AMZN | 3 | $104.37 | $103.05 | $313.10 | $309.15 | -1.26% | -4.97% | - | - | - | - |
| ASML | 0.10 | $679 | $671.99 | $67.90 | $67.20 | -1.03% | -0.01% | 0.80% | 0.79% | 32.86% | 20.86% |
| BAS.DE | 1 | $68.11 | $57.39 | $68.11 | $57.39 | -15.74% | -9.42% | 6.44% | 5.43% | 12.57% | 7.98% |
| BMY | 7 | $63.22 | $72.72 | $442.52 | $509.06 | 15.03% | 13.20% | 3.14% | 3.61% | 5.20% | 3.20% |
| BRK-B | 0.30 | $309 | $311.07 | $92.70 | $93.32 | 0.67% | 9.09% | - | - | - | - |
| BTC-USD | 0.01 | $24,496.42 | $23,036.06 | $270.93 | $254.78 | -5.96% | -4.33% | - | - | - | - |
| BTI | 6 | $35.01 | $37.62 | $210.08 | $225.72 | 7.44% | 10.95% | 7.87% | 8.40% | 4.41% | 1.15% |
| CSCO | 6 | $39.42 | $48.65 | $236.52 | $291.90 | 23.41% | 13.08% | 3.12% | 3.86% | 8.87% | 3.90% |
| DLR | 2 | $119.74 | $111.49 | $239.48 | $222.98 | -6.89% | 1.62% | 4.38% | 4.08% | 5.01% | 4.15% |
| EPR | 2 | $37.74 | $42.95 | $75.48 | $85.90 | 13.80% | 487.10% | 7.82% | 8.74% | -0.04% | -5.82% |
| GOOGL | 2 | $120.43 | $99.92 | $240.86 | $199.84 | -17.03% | -22.54% | - | - | - | - |
| IIPR | 1 | $96.40 | $87.40 | $96.40 | $87.40 | -9.34% | -11.15% | 8.24% | 7.47% | 36.68% | 36.68% |
| INTC | 7 | $39 | $28.10 | $273.01 | $196.74 | -27.95% | -12.31% | 5.12% | 3.74% | 8.60% | 5.06% |
| JNJ | 1.50 | $138.80 | $168.43 | $208.20 | $252.64 | 21.35% | 13.81% | 2.68% | 3.26% | 6.79% | 5.61% |
| JPM | 1 | $145.14 | $141.02 | $145.14 | $141.02 | -2.84% | 0.52% | 2.84% | 2.76% | 16.42% | 12.15% |
| KO | 2 | $42.36 | $60.54 | $84.72 | $121.07 | 42.92% | 17.21% | 2.91% | 4.15% | 5.04% | 3.23% |
| LMT | 0.40 | $346.10 | $459.52 | $138.44 | $183.81 | 32.77% | 27.75% | 2.61% | 3.47% | 12.25% | 8.74% |
| META | 2 | $192.30 | $151.74 | $384.60 | $303.48 | -21.09% | -25.82% | - | - | - | - |
| MMM | 1 | $151.92 | $115.25 | $151.92 | $115.25 | -24.14% | -5.44% | 5.17% | 3.92% | 6.18% | 1.15% |
| MO | 3 | $41.21 | $44.14 | $123.63 | $132.42 | 7.11% | 12.65% | 8.52% | 9.12% | 5.77% | 3.25% |
| MPW | 20 | $14.99 | $13.06 | $299.80 | $261.20 | -12.88% | -17.35% | 8.88% | 7.74% | 4.02% | 3.79% |
| MRK | 2 | $76.78 | $105.38 | $153.55 | $210.76 | 37.26% | 37.76% | 2.77% | 3.80% | 7.27% | 3.65% |
| MSFT | 0.65 | $266.15 | $248.16 | $173 | $161.30 | -6.76% | -5.26% | 1.10% | 1.02% | 10.81% | 9.49% |
| NEE | 4 | $61.43 | $75.80 | $245.72 | $303.22 | 23.39% | 10.73% | 2.22% | 2.77% | 10.66% | 9.28% |
| NVDA | 0.50 | $186.44 | $203.65 | $93.22 | $101.82 | 9.23% | 12.62% | 0.08% | 0.09% | 10.08% | 9.05% |
| O | 5 | $55.95 | $68.30 | $279.73 | $341.50 | 22.08% | 15.87% | 4.39% | 5.33% | 4.16% | 2.87% |
| OHI | 6 | $31.32 | $29.06 | $187.94 | $174.36 | -7.23% | 3.67% | 9.22% | 8.56% | 2.70% | 0.50% |
| PFE | 6 | $37.24 | $43.79 | $223.44 | $262.74 | 17.59% | 9.65% | 3.75% | 4.40% | 6.89% | -0.73% |
| RTX | 1 | $87.06 | $99.78 | $87.06 | $99.78 | 14.61% | 15.98% | 2.20% | 2.53% | 6.48% | 4.78% |
| SEC0.DE | 30 | $3.89 | $4.52 | $116.70 | $135.68 | 16.15% | 44.09% | - | - | - | - |
| SHEL | 6 | $47.04 | $58.66 | $282.27 | $351.93 | 24.69% | 11.09% | 3.41% | 4.25% | -5.79% | -14.22% |
| SPG | 4 | $98.31 | $128.70 | $393.25 | $514.78 | 30.91% | 18.61% | 5.59% | 7.32% | 3.07% | -4.09% |
| T | 14 | $25.09 | $19.97 | $351.30 | $279.58 | -20.42% | -1.84% | 5.61% | 4.42% | 1.83% | 1.15% |
| TSM | 4.50 | $104.79 | $93.62 | $471.57 | $421.29 | -10.66% | -9.56% | 1.45% | 1.30% | 19.75% | 17.34% |
| TSN | 3 | $65.70 | $65.57 | $197.10 | $196.71 | -0.20% | 2.84% | 2.93% | 2.92% | 18.72% | 10.40% |
| UL | 3 | $52.46 | $49.88 | $157.38 | $149.66 | -4.92% | 0.76% | 3.37% | 3.20% | 3.88% | 0.04% |
| V | 0.30 | $212.27 | $232.06 | $63.68 | $69.62 | 9.32% | 8.37% | 0.78% | 0.85% | 18.52% | 14.80% |
| VICI | 8 | $29.55 | $34.25 | $236.36 | $274 | 15.92% | 19.44% | 4.55% | 5.28% | 8.58% | 8.58% |
| VZ | 7 | $52.09 | $40.60 | $364.61 | $284.16 | -22.05% | -12.42% | 6.40% | 5.01% | 2.44% | 2.05% |
| WBA | 3 | $54.10 | $37.38 | $162.30 | $112.14 | -30.91% | -6.44% | 5.14% | 3.55% | 6.85% | 2.18% |
| WBD | 13 | $16.43 | $15.00 | $213.60 | $195 | -8.71% | -15.86% | - | - | - | - |
| WFC | 8 | $39.52 | $46.30 | $316.16 | $370.40 | 17.16% | 8.22% | 2.59% | 3.04% | -0.47% | -16.68% |
| WPC | 2 | $75.97 | $85.58 | $151.94 | $171.16 | 12.65% | 12.80% | 4.95% | 5.61% | 3.35% | 0.81% |
| XOM | 1 | -$20.69 | $116.21 | -$20.69 | $116.21 | 67.78% | 22.38% | 3.13% | - | 4.08% | 1.15% |
| Total: | $9,731.87 | $10,220.68 | 4.75% | 6.79% | 3.66% |