VR Finance model
- Balance: $10,380.04
- Annual Dividends: $376.98
- YoC: 3.49%
- XIRR: 3.90%
- Gain/loss: -0.21%
Portfolio Value
New to Digrin? Track your own portfolio by joining.
| Stock | Shares | AVG cost basis | Price | Total cost basis | Value | G/L % | XIRR | FD yield | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total (49 stocks): | $10,403.27 | $10,380.04 | -0.21% | 3.90% | 3.49% | ||||||
| AAPL | 2 | $133.92 | $155.00 | $267.84 | $310 | 15.74% | 6.54% | 0.59% | 0.69% | 9.90% | 6.43% |
| ABBV | 3 | $91.60 | $154.22 | $274.80 | $462.66 | 68.36% | 31.73% | 3.84% | 6.46% | 14.04% | 10.11% |
| AMD | 2 | $84.93 | $97.84 | $169.86 | $195.68 | 15.20% | 27.31% | - | - | - | - |
| AMZN | 3 | $104.37 | $98.95 | $313.10 | $296.85 | -5.19% | -12.90% | - | - | - | - |
| ASML | 0.10 | $679 | $633.69 | $67.90 | $63.37 | -6.67% | -4.67% | 0.98% | 0.92% | 99.73% | 39.37% |
| BAS.DE | 1 | $68.11 | $47.86 | $68.11 | $47.86 | -29.73% | -20.22% | 7.57% | 5.33% | 12.57% | 7.98% |
| BMY | 7 | $63.22 | $66.53 | $442.52 | $465.71 | 5.24% | 6.89% | 3.43% | 3.61% | 5.51% | 3.24% |
| BRK-B | 0.30 | $309 | $293.51 | $92.70 | $88.05 | -5.01% | -21.39% | - | - | - | - |
| BTC-USD | 0.01 | $24,496.42 | $26,616.67 | $270.93 | $294.38 | 8.66% | 5.45% | - | - | - | - |
| BTI | 6 | $35.01 | $35.79 | $210.08 | $214.74 | 2.22% | 9.50% | 7.82% | 7.94% | 6.28% | 3.23% |
| CSCO | 6 | $39.42 | $50.19 | $236.52 | $301.14 | 27.32% | 14.06% | 3.11% | 3.96% | 10.72% | 3.61% |
| CVS | 1 | $88 | $74.37 | $88 | $74.37 | -15.49% | -72.93% | 3.23% | 2.75% | 8.78% | 0.83% |
| DLR | 2 | $119.74 | $100.70 | $239.48 | $201.40 | -15.90% | -1.07% | 4.85% | 4.08% | 5.23% | 4.58% |
| ENB | 2 | $37.59 | $36.56 | $75.18 | $73.12 | -2.74% | -41.36% | 7.11% | 9.44% | 12.05% | 10.65% |
| EPR | 2 | $37.74 | $35.71 | $75.48 | $71.42 | -5.38% | -17.07% | 9.41% | 8.74% | 16.95% | 9.00% |
| GOOGL | 3 | $113.08 | $101.62 | $339.25 | $304.86 | -10.14% | -15.29% | - | - | - | - |
| HD | 0.30 | $296.18 | $288.39 | $88.85 | $86.52 | -2.63% | -31.27% | 2.90% | 2.82% | 18.80% | 15.66% |
| IIPR | 1 | $96.40 | $80.26 | $96.40 | $80.26 | -16.74% | -20.17% | 8.97% | 7.47% | 36.68% | 36.68% |
| INTC | 7 | $39 | $29.81 | $273.01 | $208.67 | -23.57% | -8.58% | 1.61% | 1.28% | 8.52% | 5.05% |
| JNJ | 2.50 | $148.57 | $152.38 | $371.42 | $380.95 | 2.57% | 5.54% | 2.99% | 3.07% | 6.79% | 5.61% |
| JPM | 1 | $145.14 | $125.81 | $145.14 | $125.81 | -13.32% | -7.76% | 3.18% | 2.76% | 16.42% | 12.15% |
| KO | 2 | $42.36 | $60.02 | $84.72 | $120.04 | 41.69% | 16.35% | 3.07% | 4.34% | 4.79% | 2.69% |
| LMT | 0.40 | $346.10 | $465.87 | $138.44 | $186.35 | 34.61% | 26.07% | 2.58% | 3.47% | 12.25% | 8.74% |
| META | 2 | $192.30 | $195.61 | $384.60 | $391.22 | 1.72% | 1.81% | - | - | - | - |
| MMM | 1 | $151.92 | $103.02 | $151.92 | $103.02 | -32.19% | -8.18% | 5.82% | 3.95% | 6.79% | 2.43% |
| MO | 3 | $41.21 | $45.32 | $123.63 | $135.96 | 9.97% | 14.15% | 8.30% | 9.12% | 6.09% | 2.91% |
| MPW | 20 | $14.99 | $7.73 | $299.80 | $154.60 | -48.43% | -59.76% | 15.01% | 7.74% | 3.89% | 3.52% |
| MRK | 2 | $76.78 | $104.10 | $153.55 | $208.20 | 35.59% | 31.87% | 2.80% | 3.80% | 7.27% | 3.65% |
| MSFT | 0.65 | $266.15 | $279.43 | $173 | $181.63 | 4.99% | 5.11% | 0.97% | 1.02% | 10.81% | 9.49% |
| NEE | 6 | $65.56 | $75.67 | $393.37 | $454.02 | 15.42% | 10.71% | 2.48% | 2.85% | 10.77% | 8.75% |
| O | 5 | $55.95 | $61.38 | $279.73 | $306.90 | 9.71% | 10.37% | 4.89% | 5.45% | 4.22% | 3.02% |
| OHI | 6 | $31.32 | $27.04 | $187.94 | $162.24 | -13.67% | -1.81% | 9.91% | 8.56% | 2.70% | 0.50% |
| PFE | 8 | $38.89 | $40.10 | $311.14 | $320.80 | 3.10% | 5.30% | 4.09% | 4.22% | 6.89% | -0.73% |
| RTX | 1 | $87.06 | $95.75 | $87.06 | $95.75 | 9.98% | 10.82% | 2.30% | 2.53% | 6.06% | 4.17% |
| SHEL | 6 | $47.04 | $53.95 | $282.27 | $323.70 | 14.68% | 8.13% | 4.30% | 4.89% | -2.94% | -9.48% |
| SPG | 4 | $98.31 | $104.31 | $393.25 | $417.24 | 6.10% | 9.25% | 6.90% | 7.32% | 13.51% | 12.55% |
| T | 14 | $25.09 | $18.13 | $351.30 | $253.82 | -27.75% | -5.04% | 6.18% | 4.42% | 1.83% | 1.15% |
| TSM | 4.50 | $104.79 | $89.47 | $471.57 | $402.62 | -14.62% | -12.20% | 1.52% | 1.30% | 19.75% | 17.34% |
| TSN | 3 | $65.70 | $58.54 | $197.10 | $175.62 | -10.90% | -2.10% | 3.28% | 2.92% | 18.72% | 10.40% |
| UL | 3 | $52.46 | $49.15 | $157.38 | $147.45 | -6.31% | 0.45% | 3.74% | 3.49% | 6.80% | 3.23% |
| V | 0.30 | $212.27 | $217.39 | $63.68 | $65.22 | 2.41% | 2.57% | 0.83% | 0.85% | 18.52% | 14.80% |
| VICI | 8 | $29.55 | $31.17 | $236.36 | $249.36 | 5.50% | 9.02% | 5.00% | 5.28% | 8.58% | 8.58% |
| VZ | 7 | $52.09 | $36.79 | $364.61 | $257.53 | -29.37% | -17.13% | 7.07% | 5.01% | 2.44% | 2.05% |
| WBA | 3 | $54.10 | $32.91 | $162.30 | $98.73 | -39.17% | -9.33% | 5.83% | 3.55% | 7.81% | 3.42% |
| WBD | 13 | $16.43 | $14.34 | $213.60 | $186.42 | -12.72% | -18.54% | - | - | - | - |
| WFC | 8 | $39.52 | $37.76 | $316.16 | $302.08 | -4.45% | 0.97% | 3.18% | 3.04% | -0.47% | -16.68% |
| WM | 0.50 | $154.80 | $153.15 | $77.40 | $76.58 | -1.07% | -4.67% | 1.83% | 1.81% | 33.73% | 5.64% |
| WPC | 2 | $75.97 | $77.65 | $151.94 | $155.30 | 2.21% | 6.48% | 5.46% | 5.61% | 3.35% | 0.81% |
| XOM | 1 | -$20.69 | $99.84 | -$20.69 | $99.84 | 59.67% | 20.49% | 3.65% | - | 4.76% | 2.22% |
| Total: | $10,403.27 | $10,380.04 | -0.21% | 3.90% | 3.49% |