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): | $20,149.51 | $35,180.63 | 74.60% | 19.27% | 3.68% | ||||||
| AAPL | 2.20 | $134.95 | $333.02 | $296.89 | $732.64 | 129.81% | 18.17% | 0.32% | 0.77% | 5.75% | 4.31% |
| ABBV | 3 | $91.60 | $259.29 | $274.80 | $777.87 | 183.07% | 25.16% | 2.67% | 7.55% | 8.53% | 5.37% |
| ADBE | 4 | $270.78 | $225.11 | $1,083.10 | $900.44 | -16.86% | -37.85% | - | - | - | - |
| ADC | 2 | $57.74 | $80.63 | $115.48 | $161.26 | 39.64% | 20.85% | 3.97% | 5.55% | 4.26% | 2.39% |
| ADM | 6 | $51.04 | $85.92 | $306.22 | $515.52 | 68.35% | 37.46% | 2.42% | 4.08% | 8.38% | 6.91% |
| AMD | 4.70 | $64.26 | $521.95 | $302 | $2,453.17 | 389.32% | 84.79% | - | - | - | - |
| AMZN | 3.40 | $115.55 | $232.11 | $392.87 | $789.17 | 100.88% | 23.69% | - | - | - | - |
| ARE | 5 | $70.95 | $50.94 | $354.74 | $254.70 | -28.20% | -27.49% | 5.65% | 4.06% | 5.08% | 4.57% |
| ASML | 0.50 | $659.74 | $1,757.09 | $329.87 | $878.55 | 166.33% | 45.26% | 0.49% | 1.30% | 20.67% | 7.91% |
| BAC | 6 | $28.58 | $62.05 | $171.46 | $372.30 | 117.14% | 30.15% | 1.80% | 3.92% | 14.56% | 7.40% |
| BAM | 3 | $54.27 | $46.35 | $162.81 | $139.05 | -14.59% | -5.35% | 4.34% | 3.70% | 22.99% | 18.16% |
| BAS.DE | 2 | $60.36 | $55.47 | $120.71 | $110.94 | -8.10% | 3.84% | 3.41% | 3.13% | 0.47% | -11.27% |
| BHP | 4 | $51.54 | $83.72 | $206.15 | $334.88 | 62.44% | 39.56% | 3.49% | 5.67% | 4.50% | -25.40% |
| BMY | 12 | $56.16 | $62.09 | $673.91 | $745.08 | 10.56% | 6.55% | 4.06% | 4.49% | 5.39% | 4.05% |
| BN | 4 | $34.30 | $41.67 | $137.20 | $166.68 | 18.47% | 11.51% | 0.67% | 0.79% | -0.62% | -15.09% |
| BRK-B | 0.40 | $351.78 | $494.93 | $140.71 | $197.97 | 40.69% | 14.00% | - | - | - | - |
| BTI | 12 | $32.69 | $60.96 | $392.24 | $731.52 | 86.50% | 21.54% | 5.48% | 10.22% | 5.32% | 3.24% |
| CSCO | 6 | $39.42 | $114.17 | $236.52 | $685.02 | 189.62% | 22.91% | 1.47% | 4.26% | 4.25% | 2.60% |
| CVX | 0.50 | $146.17 | $194.79 | $73.09 | $97.40 | 33.26% | 21.85% | 3.66% | 4.87% | 5.35% | 4.11% |
| ENB | 6 | $36.28 | $56.86 | $217.70 | $341.16 | 56.71% | 23.16% | 5.02% | 7.87% | 4.32% | -0.21% |
| EPR | 4 | $39.41 | $63.53 | $157.64 | $254.12 | 61.20% | 25.84% | 5.86% | 9.44% | 3.75% | 3.75% |
| EQNR | 4 | $25.30 | $40.35 | $101.20 | $161.40 | 59.49% | 162.08% | 3.87% | 6.17% | 17.50% | 7.43% |
| GOOGL | 8 | $146.60 | $319.74 | $1,172.82 | $2,557.92 | 118.10% | 37.64% | 0.28% | 0.60% | - | - |
| HD | 0.30 | $296.18 | $332.98 | $88.85 | $99.89 | 12.42% | 6.58% | 2.80% | 3.15% | 13.10% | 8.67% |
| IIPR | 3 | $70.08 | $61.48 | $210.24 | $184.44 | -12.27% | 5.31% | 12.36% | 10.85% | 10.36% | 5.42% |
| JNJ | 4.50 | $151.80 | $263.40 | $683.09 | $1,185.30 | 73.52% | 18.17% | 2.03% | 3.53% | 5.99% | 5.22% |
| JPM | 1 | $145.14 | $353.21 | $145.14 | $353.21 | 143.36% | 23.51% | 1.70% | 4.13% | 12.21% | 8.31% |
| KO | 2 | $42.36 | $82.25 | $84.72 | $164.50 | 94.17% | 14.57% | 2.58% | 5.00% | 5.17% | 4.21% |
| LMT | 0.40 | $346.10 | $582.65 | $138.44 | $233.06 | 68.35% | 14.52% | 2.37% | 3.99% | 9.01% | 5.87% |
| LOW | 0.30 | $201.13 | $207.64 | $60.34 | $62.29 | 3.24% | 3.39% | 2.41% | 2.49% | 16.85% | 10.80% |
| MA | 0.50 | $518.64 | $539.66 | $259.32 | $269.83 | 4.05% | 12.67% | 0.64% | 0.67% | 15.66% | 13.97% |
| MELI | 0.50 | $1,767.81 | $1,801.44 | $883.91 | $900.72 | 1.90% | 6.57% | - | - | - | - |
| META | 1 | -$135.67 | $595.19 | -$135.67 | $595.19 | 190.03% | 37.91% | 0.35% | 1.50% | - | - |
| MO | 6 | $41.88 | $72.99 | $251.25 | $437.94 | 74.30% | 22.88% | 5.81% | 10.13% | 4.75% | 3.74% |
| MPT | 66 | $8.25 | $4.84 | $544.76 | $319.44 | -41.36% | -9.63% | 7.44% | 4.36% | -17.86% | -30.00% |
| MRK | 6 | $81.55 | $131.07 | $489.31 | $786.42 | 60.72% | 25.73% | 2.59% | 4.17% | 5.83% | 4.11% |
| MSFT | 1.30 | $334.26 | $381.70 | $434.54 | $496.21 | 12.55% | 8.48% | 0.95% | 1.06% | 10.84% | 10.21% |
| NEE | 11 | $63.17 | $89.78 | $694.89 | $987.58 | 42.12% | 11.58% | 2.78% | 3.95% | 10.51% | 10.12% |
| NKE | 4 | $69.77 | $41.70 | $279.06 | $166.80 | -40.23% | -31.37% | 3.93% | 2.35% | 11.35% | 9.68% |
| NNN | 4 | $40.62 | $49.38 | $162.48 | $197.52 | 21.57% | 47.16% | 5.02% | 6.11% | 3.02% | 2.53% |
| NTR | 4 | $46.42 | $68.10 | $185.69 | $272.40 | 46.70% | 29.85% | 3.23% | 4.74% | 9.75% | 3.84% |
| NVO | 6 | $40.96 | $48.77 | $245.74 | $292.62 | 19.08% | 93.55% | 5.23% | 6.23% | 23.88% | 20.32% |
| O | 14 | $54.33 | $65.60 | $760.57 | $918.40 | 20.75% | 11.00% | 4.96% | 5.99% | 4.02% | 3.40% |
| OHI | 6 | $31.32 | $51.72 | $187.94 | $310.32 | 65.12% | 19.31% | 5.26% | 8.68% | 3.04% | 0.07% |
| PEP | 5 | $143.14 | $136.64 | $715.72 | $683.20 | -4.54% | 0.48% | 4.33% | 4.14% | 7.94% | 7.14% |
| PFE | 20 | $33 | $24.54 | $660.06 | $490.80 | -25.64% | -2.14% | 7.01% | 5.21% | 4.03% | -1.34% |
| PLD | 2 | $108.51 | $147.60 | $217.02 | $295.20 | 36.02% | 24.75% | 2.90% | 3.94% | 9.60% | 3.42% |
| RIO | 6 | $62.60 | $91.22 | $375.61 | $547.32 | 45.71% | 27.60% | 5.57% | 8.11% | 30.00% | 30.00% |
| RTX | 3 | $87.51 | $212.79 | $262.54 | $638.37 | 143.15% | 30.66% | 1.37% | 3.34% | 6.96% | 5.22% |
| SHEL | 6 | $47.04 | $88.38 | $282.27 | $530.28 | 87.86% | 14.04% | 3.54% | 6.64% | 6.37% | 2.69% |
| SOFI | 20 | $7.06 | $16.46 | $141.10 | $329.20 | 133.31% | 45.02% | - | - | - | - |
| SPG | 5 | $99.75 | $229.78 | $498.75 | $1,148.90 | 130.36% | 22.77% | 3.92% | 9.02% | 6.40% | 2.17% |
| STAG | 2 | $37.65 | $41.11 | $75.30 | $82.22 | 9.19% | 9.15% | 3.77% | 4.12% | 0.84% | 0.68% |
| T | 18 | $22.73 | $24.13 | $409.18 | $434.34 | 6.15% | 6.69% | 4.60% | 4.88% | -6.88% | -10.65% |
| TSM | 6 | $100.09 | $403.41 | $600.56 | $2,420.46 | 303.03% | 41.36% | 0.94% | 3.80% | 11.47% | 9.41% |
| TSN | 3 | $65.70 | $57.45 | $197.10 | $172.35 | -12.56% | 0.67% | 3.55% | 3.11% | 10.54% | 2.93% |
| UNH | 2.60 | $363.07 | $420.74 | $943.99 | $1,093.92 | 15.88% | 16.17% | 2.21% | 2.56% | 18.54% | 12.37% |
| V | 0.60 | $267.27 | $355.74 | $160.36 | $213.44 | 33.10% | 13.32% | 0.75% | 1.00% | 16.30% | 14.82% |
| VALE | 10 | $10.29 | $14.79 | $102.92 | $147.90 | 43.70% | 29.86% | - | - | - | - |
| VICI | 12 | $29.47 | $26.73 | $353.64 | $320.76 | -9.30% | 3.52% | 6.73% | 6.11% | 7.06% | 6.32% |
| VZ | 10 | $47.78 | $46.38 | $477.75 | $463.80 | -2.92% | 4.82% | 6.10% | 5.92% | 2.32% | 1.92% |
| WFC | 8 | $39.52 | $86.40 | $316.16 | $691.20 | 118.62% | 15.50% | 2.08% | 4.55% | 18.60% | 14.69% |
| WHR | 2 | $96.96 | $37.27 | $193.91 | $74.54 | -61.56% | -35.93% | 9.66% | - | 11.44% | 10.24% |
| WM | 0.50 | $154.80 | $238.75 | $77.40 | $119.38 | 54.23% | 15.12% | 1.58% | 2.44% | 7.31% | 4.61% |
| WPC | 9 | $63.82 | $76.69 | $574.35 | $690.21 | 20.17% | 11.42% | 4.90% | 5.89% | -1.17% | -5.45% |
| Total: | $20,149.51 | $35,180.63 | 74.60% | 19.27% | 3.68% |