VR Finance model
- Balance: $9,876.77
- Annual Dividends: $344.21
- YoC: 3.71%
- XIRR: 6.58%
- Gain/loss: 3.97%
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 (45 stocks): | $9,477.91 | $9,876.77 | 3.97% | 6.58% | 3.71% | ||||||
| AAPL | 2 | $133.92 | $147.48 | $267.84 | $294.96 | 10.13% | 5.02% | 0.62% | 0.69% | 8.14% | 7.06% |
| ABBV | 3 | $91.60 | $163.38 | $274.80 | $490.14 | 78.36% | 40.06% | 3.62% | 6.46% | 21.47% | 19.08% |
| AMD | 1 | $93.06 | $75.51 | $93.06 | $75.51 | -18.86% | -28.02% | - | - | - | - |
| AMZN | 3 | $104.37 | $94.25 | $313.10 | $282.75 | -9.69% | -67.64% | - | - | - | - |
| ASML | 0.10 | $679 | $605.37 | $67.90 | $60.54 | -10.84% | -11.93% | 0.46% | 0.41% | 86.02% | 23.90% |
| BAS.DE | 1 | $68.11 | $51.32 | $68.11 | $51.32 | -24.65% | -19.94% | 6.98% | 5.26% | - | - |
| BMY | 7 | $63.22 | $81.07 | $442.52 | $567.49 | 28.24% | 23.41% | 2.66% | 3.42% | 4.89% | 3.17% |
| BTC-USD | 0.01 | $24,496.42 | $16,955.12 | $270.93 | $187.52 | -30.78% | -27.98% | - | - | - | - |
| BTI | 6 | $35.01 | $42.24 | $210.08 | $253.44 | 20.64% | 15.80% | 7.01% | 8.40% | 6.51% | 3.30% |
| CSCO | 6 | $39.42 | $49.71 | $236.52 | $298.26 | 26.10% | 14.75% | 3.06% | 3.86% | 10.57% | 4.74% |
| DLR | 2 | $119.74 | $110.85 | $239.48 | $221.70 | -7.42% | 1.52% | 4.40% | 4.08% | 5.62% | 5.13% |
| GOOGL | 2 | $120.43 | $100.47 | $240.86 | $200.94 | -16.57% | -27.04% | - | - | - | - |
| IIPR | 1 | $96.40 | $118.99 | $96.40 | $118.99 | 23.43% | 95.32% | 6.05% | 7.47% | 73.77% | 73.77% |
| INTC | 5 | $44.01 | $29.33 | $220.03 | $146.65 | -33.35% | -13.13% | 4.91% | 3.32% | 8.75% | 5.07% |
| JNJ | 1.50 | $138.80 | $178.61 | $208.20 | $267.92 | 28.68% | 18.06% | 2.53% | 3.26% | 6.88% | 5.78% |
| JPM | 1 | $145.14 | $135.03 | $145.14 | $135.03 | -6.97% | -4.19% | 2.96% | 2.76% | 16.64% | 14.98% |
| KO | 2 | $42.36 | $64.32 | $84.72 | $128.64 | 51.84% | 20.83% | 2.74% | 4.15% | 4.79% | 2.50% |
| LMT | 0.40 | $346.10 | $496.56 | $138.44 | $198.62 | 43.47% | 40.00% | 2.42% | 3.47% | 12.98% | 8.94% |
| META | 2 | $192.30 | $123.88 | $384.60 | $247.76 | -35.58% | -51.46% | - | - | - | - |
| MMM | 1 | $151.92 | $126.92 | $151.92 | $126.92 | -16.46% | -2.38% | 4.70% | 3.92% | 7.07% | 2.88% |
| MO | 3 | $41.21 | $47.42 | $123.63 | $142.26 | 15.07% | 16.66% | 7.93% | 9.12% | 6.60% | 2.39% |
| MPW | 16 | $15.95 | $13.05 | $255.24 | $208.80 | -18.19% | -28.87% | 8.89% | 7.27% | 3.85% | 3.44% |
| MRK | 2 | $76.78 | $109.79 | $153.55 | $219.58 | 43.00% | 50.13% | 2.66% | 3.80% | 7.16% | 3.46% |
| MSFT | 0.65 | $266.15 | $255.07 | $173 | $165.80 | -4.16% | -3.26% | 1.07% | 1.02% | 10.86% | 9.37% |
| NEE | 4 | $61.43 | $85.00 | $245.72 | $340 | 38.37% | 16.67% | 1.98% | 2.77% | 10.86% | 8.94% |
| NVDA | 0.50 | $186.44 | $168.59 | $93.22 | $84.30 | -9.57% | -15.54% | 0.09% | 0.09% | 5.99% | 4.42% |
| O | 5 | $55.95 | $63.01 | $279.73 | $315.05 | 12.63% | 12.53% | 4.76% | 5.33% | 4.03% | 2.59% |
| OHI | 6 | $31.32 | $30.33 | $187.94 | $181.98 | -3.17% | 6.14% | 8.84% | 8.56% | -2.34% | -7.83% |
| PFE | 6 | $37.24 | $50.90 | $223.44 | $305.40 | 36.68% | 15.49% | 3.14% | 4.30% | 7.06% | 6.51% |
| RTX | 1 | $87.06 | $100.77 | $87.06 | $100.77 | 15.75% | 20.17% | 2.18% | 2.53% | 5.99% | 3.98% |
| SEC0.DE | 30 | $3.89 | $4.24 | $116.70 | $127.05 | 8.95% | 40.23% | - | - | - | - |
| SHEL | 6 | $47.04 | $57.72 | $282.27 | $346.32 | 22.69% | 11.10% | 3.46% | 4.25% | -9.13% | -21.13% |
| SPG | 4 | $98.31 | $119.66 | $393.25 | $478.64 | 21.71% | 16.32% | 6.02% | 7.32% | 0.97% | -8.38% |
| T | 14 | $25.09 | $19.00 | $351.30 | $266 | -24.28% | -4.41% | 5.89% | 4.42% | 2.24% | 1.32% |
| TSM | 4.50 | $104.79 | $81.71 | $471.57 | $367.70 | -22.03% | -26.45% | 1.76% | 1.38% | 15.79% | 14.83% |
| TSN | 3 | $65.70 | $65.79 | $197.10 | $197.37 | 0.14% | 2.84% | 2.80% | 2.80% | 19.81% | 12.27% |
| UL | 3 | $52.46 | $51.51 | $157.38 | $154.53 | -1.81% | 2.62% | 3.26% | 3.16% | 6.57% | 3.70% |
| V | 0.30 | $212.27 | $217.68 | $63.68 | $65.30 | 2.55% | 3.38% | 0.74% | 0.74% | 18.87% | 14.98% |
| VICI | 8 | $29.55 | $34.03 | $236.36 | $272.24 | 15.18% | 20.61% | 4.58% | 5.28% | 7.81% | 7.81% |
| VZ | 7 | $52.09 | $38.21 | $364.61 | $267.47 | -26.64% | -18.37% | 6.80% | 5.01% | 2.45% | 2.08% |
| WBA | 3 | $54.10 | $41.56 | $162.30 | $124.68 | -23.18% | -4.14% | 4.62% | 3.55% | 8.16% | 4.06% |
| WBD | 13 | $16.43 | $11.51 | $213.60 | $149.63 | -29.95% | -64.14% | - | - | - | - |
| WFC | 8 | $40.99 | $45.94 | $327.92 | $367.52 | 12.08% | 6.60% | 2.61% | 2.93% | -4.51% | -23.40% |
| WPC | 2 | $75.97 | $81.71 | $151.94 | $163.42 | 7.56% | 10.12% | 5.19% | 5.58% | 3.75% | 1.02% |
| XOM | 1 | -$20.69 | $109.72 | -$20.69 | $109.72 | 64.56% | 22.07% | 3.32% | - | 4.91% | 2.65% |
| Total: | $9,477.91 | $9,876.77 | 3.97% | 6.58% | 3.71% |