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): | $35,325.75 | 57.24% | 18.69% | 3.71% | ||||||
| AAPL | 2.20 | $139.87 | $331.34 | $728.95 | 128.71% | 17.61% | 0.33% | 0.77% | 5.64% | 4.26% |
| ABBV | 3 | $91.60 | $263.00 | $789.02 | 187.12% | 24.82% | 2.63% | 7.55% | 8.53% | 5.37% |
| ADBE | 4 | $270.78 | $257.76 | $1,031.04 | -4.81% | -8.80% | - | - | - | - |
| ADC | 2 | $57.74 | $70.07 | $140.14 | 21.35% | 13.63% | 4.57% | 5.55% | 4.39% | 2.49% |
| ADM | 6 | $51.04 | $86.61 | $519.66 | 69.70% | 35.37% | 2.40% | 4.08% | 8.13% | 6.56% |
| AMD | 4.50 | $100.46 | $504.20 | $2,268.90 | 373.01% | 78.71% | - | - | - | - |
| AMZN | 3.40 | $115.55 | $248.42 | $844.63 | 114.99% | 25.01% | - | - | - | - |
| ARE | 5 | $70.95 | $52.93 | $264.65 | -25.40% | -20.36% | 5.44% | 4.06% | 4.86% | 4.26% |
| ASML | 0.50 | $659.74 | $1,591.48 | $795.74 | 141.23% | 38.32% | 0.54% | 1.30% | 20.67% | 7.91% |
| BAC | 6 | $28.58 | $59.52 | $357.12 | 108.28% | 27.44% | 2.15% | 4.48% | 12.50% | 7.64% |
| BAM | 3 | $54.27 | $45.84 | $137.52 | -15.53% | -4.98% | 4.38% | 3.70% | 23.40% | 18.21% |
| BHP | 4 | $51.54 | $84.77 | $339.08 | 64.48% | 38.69% | 4.67% | 7.68% | 9.56% | -27.91% |
| BMY | 12 | $56.16 | $63.73 | $764.76 | 13.48% | 6.96% | 3.95% | 4.49% | 5.39% | 4.05% |
| BN | 4 | $53.20 | $37.13 | $148.52 | 7.09% | 4.63% | 0.75% | 0.79% | -1.10% | -15.00% |
| BRK-B | 0.40 | $351.79 | $516.76 | $206.70 | 46.90% | 14.96% | - | - | - | - |
| BTI | 12 | $32.69 | $56.52 | $678.24 | 72.91% | 19.58% | 5.91% | 10.22% | 5.32% | 3.24% |
| CSCO | 6 | $39.42 | $110.07 | $660.42 | 179.22% | 21.71% | 1.53% | 4.26% | 4.17% | 2.58% |
| CVX | 0.50 | $146.17 | $217.73 | $108.87 | 48.96% | 27.50% | 3.27% | 4.87% | 5.04% | 2.99% |
| ENB | 6 | $36.28 | $48.36 | $290.16 | 33.28% | 16.88% | 5.69% | 7.58% | 4.27% | 0.01% |
| EPR | 4 | $39.41 | $58.69 | $234.76 | 48.92% | 22.07% | 6.34% | 9.44% | 22.02% | 3.38% |
| EQNR | 4 | $25.30 | $45.75 | $183 | 80.83% | 157.58% | 3.41% | 6.17% | 17.50% | 7.43% |
| GOOGL | 8 | $192.26 | $344.98 | $2,759.84 | 135.32% | 39.13% | 0.26% | 0.60% | - | - |
| HD | 0.30 | $296.18 | $305.48 | $91.64 | 3.14% | 4.09% | 3.05% | 3.15% | 12.59% | 7.62% |
| IIPR | 3 | $70.08 | $56.44 | $169.32 | -19.46% | 3.47% | 13.47% | 10.85% | 8.39% | 3.79% |
| JNJ | 4.50 | $151.80 | $267.20 | $1,202.40 | 76.02% | 18.05% | 2.01% | 3.53% | 5.88% | 5.07% |
| JPM | 1 | $145.14 | $352.49 | $352.49 | 142.86% | 22.73% | 1.70% | 4.13% | 12.21% | 8.31% |
| KO | 2 | $42.36 | $88.71 | $177.42 | 109.42% | 15.59% | 2.39% | 5.00% | 5.17% | 4.34% |
| LMT | 0.40 | $346.10 | $533.46 | $213.38 | 54.13% | 12.35% | 2.59% | 3.99% | 8.87% | 5.63% |
| LOW | 0.60 | $204.24 | $194.56 | $116.74 | -4.74% | -0.66% | 2.57% | 2.45% | 16.85% | 10.80% |
| MA | 0.50 | $518.64 | $573.27 | $286.64 | 10.53% | 22.89% | 0.61% | 0.67% | 15.66% | 13.97% |
| MCD | 0.60 | $264.36 | $252.78 | $151.67 | -4.38% | -53.83% | 2.94% | 2.81% | 10.17% | 7.24% |
| MELI | 0.50 | $1,767.81 | $1,828.94 | $914.47 | 3.46% | 8.06% | - | - | - | - |
| META | 1 | $192.30 | $670.24 | $670.24 | 209.55% | 39.15% | 0.31% | 1.50% | - | - |
| MO | 6 | $41.88 | $69.81 | $418.86 | 66.71% | 21.49% | 6.36% | 10.60% | 4.53% | 2.96% |
| MPT | 66 | $8.25 | $3.54 | $233.64 | -57.11% | -16.18% | 10.17% | 4.36% | -9.32% | -30.00% |
| MRK | 6 | $81.55 | $143.80 | $862.80 | 76.33% | 28.50% | 2.36% | 4.17% | 5.79% | 4.19% |
| MSFT | 1.30 | $338.88 | $497.12 | $646.26 | 43.09% | 19.88% | 0.73% | 1.06% | 10.84% | 10.21% |
| NEE | 11 | $86.86 | $81.07 | $891.77 | 28.33% | 8.98% | 3.07% | 3.95% | 10.37% | 9.88% |
| NKE | 5 | $63.65 | $36.22 | $181.10 | -43.09% | -36.01% | 4.53% | 2.58% | 11.16% | 9.47% |
| NNN | 4 | $40.62 | $43.20 | $172.80 | 6.35% | 15.03% | 5.74% | 6.11% | 3.02% | 2.53% |
| NTR | 4 | $46.42 | $78.72 | $314.88 | 69.57% | 37.85% | 2.79% | 4.74% | 9.10% | 3.89% |
| NVO | 6 | $40.96 | $42.53 | $255.18 | 3.84% | 13.46% | 2.72% | 2.83% | 22.59% | 17.47% |
| O | 14 | $54.33 | $58.71 | $821.94 | 8.07% | 8.09% | 5.55% | 6.00% | 3.99% | 3.23% |
| OHI | 6 | $31.32 | $47.13 | $282.78 | 50.46% | 16.85% | 5.77% | 8.68% | 4.28% | 2.33% |
| PEP | 5 | $143.14 | $135.50 | $677.50 | -5.34% | 0.60% | 4.37% | 4.14% | 7.82% | 7.04% |
| PFE | 20 | $33 | $27.55 | $551 | -16.52% | 0.57% | 6.24% | 5.21% | 4.03% | -1.34% |
| PLD | 2 | $108.51 | $135.77 | $271.54 | 25.12% | 17.69% | 3.15% | 3.94% | 8.88% | 2.73% |
| RIO | 6 | $62.60 | $97.26 | $583.56 | 55.36% | 30.70% | 4.34% | 6.74% | 7.78% | -15.76% |
| RTX | 3 | $87.51 | $195.50 | $586.50 | 123.39% | 26.64% | 1.49% | 3.34% | 6.98% | 5.21% |
| SHEL | 6 | $47.05 | $98.95 | $593.70 | 110.33% | 15.64% | 3.16% | 6.64% | 6.00% | 1.17% |
| SOFI | 20 | $7.06 | $17.07 | $341.40 | 141.96% | 44.03% | - | - | - | - |
| SPG | 5 | $99.75 | $204.10 | $1,020.50 | 104.61% | 20.19% | 4.41% | 9.02% | 7.99% | 5.06% |
| STAG | 2 | $37.65 | $37.15 | $74.30 | -1.33% | 3.47% | 4.17% | 4.12% | 0.80% | 0.68% |
| T | 18 | $22.73 | $26.73 | $481.14 | 17.59% | 8.20% | 4.15% | 4.88% | -6.88% | -10.65% |
| TSM | 6 | $100.09 | $413.75 | $2,482.50 | 313.36% | 40.76% | 1.05% | 4.34% | 16.06% | 13.15% |
| TSN | 3 | $65.70 | $52.55 | $157.65 | -20.02% | -0.45% | 3.88% | 3.11% | 9.51% | 2.62% |
| UNH | 2.60 | $363.07 | $375.93 | $977.42 | 3.54% | 5.33% | 2.47% | 2.56% | 18.04% | 11.64% |
| V | 0.60 | $267.27 | $375.62 | $225.37 | 40.54% | 14.82% | 0.71% | 1.00% | 16.09% | 14.57% |
| VALE | 10 | $10.29 | $14.47 | $144.70 | 40.59% | 34.51% | 11.05% | 15.54% | 8.50% | -13.00% |
| VICI | 12 | $29.47 | $24.75 | $297 | -16.02% | 2.07% | 7.43% | 6.24% | 7.06% | 6.32% |
| VNA.DE | 6 | $20.41 | $20.83 | $124.99 | 2.04% | - | 6.94% | 7.10% | 5.28% | -2.45% |
| VZ | 10 | $47.78 | $51.45 | $514.50 | 7.69% | 7.25% | 5.50% | 5.92% | 2.30% | 1.91% |
| WFC | 8 | $39.52 | $89.72 | $717.76 | 127.02% | 15.88% | 2.23% | 5.06% | 14.75% | 9.91% |
| WHR | 3 | $78.41 | $33.03 | $99.09 | -57.87% | -42.23% | 10.90% | - | 11.44% | 10.24% |
| WM | 0.50 | $154.80 | $217.25 | $108.63 | 40.34% | 11.77% | 1.74% | 2.44% | 7.01% | 3.27% |
| WPC | 9 | $63.82 | $68.32 | $614.88 | 7.06% | 7.48% | 5.50% | 5.89% | -1.17% | -5.45% |
| Total: | $35,325.75 | 57.24% | 18.69% | 3.71% |