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 (63): | $16,042.90 | $20,802.74 | 29.67% | 13.03% | 3.98% | ||||||
| AAPL | 2.20 | $134.95 | $213.49 | $296.89 | $469.68 | 51.48% | 12.26% | 0.47% | 0.74% | 6.44% | 5.40% |
| ABBV | 3 | $91.60 | $211.77 | $274.80 | $635.31 | 131.19% | 26.76% | 3.10% | 7.16% | 10.26% | 7.38% |
| ADC | 2 | $57.74 | $76.88 | $115.48 | $153.76 | 33.15% | 41.34% | 3.95% | 5.26% | 4.22% | 1.49% |
| ADM | 4 | $52.55 | $47.18 | $210.21 | $188.72 | -10.22% | -12.30% | 4.32% | 3.88% | 8.58% | 6.49% |
| AMD | 2.50 | $87.92 | $100.97 | $219.79 | $252.43 | 14.85% | 7.06% | - | - | - | - |
| AMZN | 3 | $104.37 | $197.95 | $313.10 | $593.85 | 89.67% | 30.88% | - | - | - | - |
| ASML | 0.40 | $659.10 | $714.00 | $263.64 | $285.60 | 8.33% | 7.35% | 1.08% | 1.16% | 30.00% | 30.00% |
| BAC | 6 | $28.58 | $40.89 | $171.46 | $245.34 | 43.09% | 24.59% | 2.54% | 3.64% | 17.80% | 9.32% |
| BAM | 3 | $54.27 | $46.93 | $162.81 | $140.79 | -13.52% | -29.44% | 3.73% | 3.22% | 23.83% | 16.12% |
| BAS.DE | 2 | $60.36 | $57.24 | $120.71 | $114.48 | -5.16% | 5.43% | 6.47% | 6.13% | - | - |
| BHP | 3 | $52.65 | $49.45 | $157.96 | $148.35 | -6.08% | -5.27% | 4.04% | 3.80% | 17.68% | 8.14% |
| BMY | 9 | $59.44 | $59.01 | $534.92 | $531.09 | -0.72% | 3.73% | 4.20% | 4.17% | 6.04% | 3.79% |
| BN | 3 | $53.20 | $50.40 | $159.60 | $151.20 | -5.26% | -12.82% | 0.71% | 0.68% | 6.51% | -1.52% |
| BRK-B | 0.30 | $309 | $514.60 | $92.70 | $154.38 | 66.54% | 26.02% | - | - | - | - |
| BTC-USD | 0.01000 | $5,719.20 | $83,606.00 | $57.19 | $836.06 | 215.36% | 45.60% | - | - | - | - |
| BTI | 12 | $32.69 | $41.36 | $392.24 | $496.32 | 26.53% | 16.81% | 7.24% | 9.17% | 3.70% | 0.79% |
| CSCO | 6 | $39.42 | $60.50 | $236.52 | $363 | 53.48% | 13.60% | 2.71% | 4.16% | 4.83% | 2.69% |
| CVX | 0.50 | $146.17 | $157.02 | $73.09 | $78.51 | 7.42% | 22.83% | 4.36% | 4.68% | 6.15% | 4.45% |
| ENB | 6 | $36.28 | $42.83 | $217.70 | $256.98 | 18.04% | 18.37% | 6.13% | 7.24% | 6.45% | 2.56% |
| EPR | 4 | $39.41 | $51.69 | $157.64 | $206.76 | 31.16% | 27.50% | 6.85% | 8.98% | 29.16% | 26.63% |
| GOOGL | 5.50 | $135.24 | $165.49 | $743.83 | $910.20 | 22.37% | 14.28% | 0.48% | 0.59% | - | - |
| HD | 0.30 | $296.18 | $351.31 | $88.85 | $105.39 | 18.61% | 12.01% | 2.62% | 3.11% | 15.79% | 11.49% |
| IIPR | 1.50 | $86.97 | $69.62 | $130.45 | $104.43 | -19.95% | -0.42% | 10.92% | 8.74% | 16.58% | 9.99% |
| INTC | 4 | $30.60 | $24.05 | $122.41 | $96.20 | -9.60% | -0.59% | 2.08% | 1.63% | -7.98% | -25.31% |
| JNJ | 4.50 | $151.80 | $162.81 | $683.09 | $732.65 | 7.25% | 6.25% | 3.05% | 3.27% | 6.46% | 5.62% |
| JPM | 1 | $145.14 | $232.44 | $145.14 | $232.44 | 60.15% | 17.93% | 2.15% | 3.44% | 12.12% | 4.44% |
| KO | 2 | $42.36 | $69.16 | $84.72 | $138.32 | 63.27% | 14.11% | 2.95% | 4.82% | 5.01% | 3.51% |
| LMT | 0.40 | $346.10 | $466.17 | $138.44 | $186.47 | 34.69% | 12.35% | 2.83% | 3.81% | 10.34% | 7.15% |
| LOW | 0.30 | $201.13 | $224.44 | $60.34 | $67.33 | 11.59% | 8.53% | 2.05% | 2.29% | 22.19% | 19.07% |
| META | 1.30 | $52.03 | $607.60 | $67.64 | $789.88 | 187.79% | 48.86% | 0.35% | 4.04% | - | - |
| MO | 6 | $41.88 | $58.91 | $251.25 | $353.46 | 40.68% | 22.42% | 6.93% | 9.74% | 5.02% | 3.60% |
| MPW | 66 | $8.25 | $5.87 | $544.76 | $387.42 | -28.88% | -10.82% | 5.45% | 3.88% | -7.48% | -14.27% |
| MRK | 2 | $76.78 | $94.57 | $153.55 | $189.14 | 23.18% | 10.54% | 3.43% | 4.22% | 5.81% | 0.54% |
| MSFT | 0.50 | $232.32 | $388.56 | $116.16 | $194.28 | 45.16% | 14.67% | 0.85% | 1.43% | 11.79% | 10.15% |
| NEE | 11 | $63.17 | $73.55 | $694.89 | $809.05 | 16.43% | 8.49% | 3.08% | 3.59% | 10.93% | 10.14% |
| NKE | 2 | $75.66 | $71.66 | $151.32 | $143.32 | -5.29% | -5.28% | 2.23% | 2.11% | 13.29% | 10.94% |
| NTR | 4 | $46.42 | $50.79 | $185.69 | $203.16 | 9.41% | 35.98% | 4.29% | 4.70% | 10.71% | 5.14% |
| O | 14 | $54.33 | $56.69 | $760.57 | $793.66 | 4.35% | 7.83% | 5.67% | 5.92% | 4.15% | 3.58% |
| OHI | 6 | $31.32 | $37.62 | $187.94 | $225.72 | 20.10% | 14.31% | 7.12% | 8.56% | 5.77% | 0.30% |
| PEP | 2 | $154.51 | $148.59 | $309.01 | $297.18 | -3.83% | -5.96% | 3.65% | 3.51% | 8.36% | 6.43% |
| PFE | 18 | $33.92 | $25.72 | $610.54 | $462.96 | -24.17% | -5.31% | 6.69% | 5.07% | 5.37% | -0.54% |
| PLD | 1 | $110.49 | $111.89 | $110.49 | $111.89 | 1.27% | 6.21% | 3.61% | 3.66% | 10.36% | 2.12% |
| RIO | 5 | $63.09 | $63.04 | $315.47 | $315.20 | -0.09% | 7.48% | 7.14% | 7.13% | - | - |
| RTX | 3 | $87.51 | $129.99 | $262.54 | $389.97 | 48.54% | 22.47% | 1.94% | 2.88% | 6.96% | 5.26% |
| SHEL | 6 | $47.04 | $68.77 | $282.27 | $412.62 | 46.18% | 11.69% | 4.16% | 6.09% | 10.92% | 3.44% |
| SOFI | 20 | $7.06 | $12.09 | $141.10 | $241.80 | 71.37% | 79.83% | - | - | - | - |
| SPG | 5 | $99.75 | $161.21 | $498.75 | $806.05 | 61.61% | 19.43% | 5.21% | 8.42% | 16.20% | 9.04% |
| STAG | 2 | $37.65 | $35.45 | $75.30 | $70.90 | -5.84% | -11.01% | 4.20% | 3.96% | 1.14% | 0.69% |
| T | 18 | $22.73 | $26.58 | $409.18 | $478.44 | 16.93% | 9.32% | 4.18% | 4.88% | -6.90% | -15.54% |
| TSM | 6 | $100.09 | $174.09 | $600.56 | $1,044.54 | 73.93% | 24.08% | 1.58% | 2.74% | 11.97% | 5.27% |
| TSN | 3 | $65.70 | $59.88 | $197.10 | $179.64 | -8.86% | 1.01% | 3.34% | 3.04% | 12.16% | 3.58% |
| TX | 2 | $33.67 | $32.93 | $67.34 | $65.86 | -2.20% | 0.90% | 5.47% | 5.35% | 17.40% | 2.47% |
| UNH | 0.60 | $547.94 | $488.65 | $328.77 | $293.19 | -10.82% | -28.42% | 1.72% | 1.53% | 17.22% | 14.58% |
| V | 0.30 | $212.27 | $331.80 | $63.68 | $99.54 | 56.31% | 15.00% | 0.71% | 1.11% | 16.83% | 16.13% |
| VALE | 10 | $10.29 | $9.81 | $102.92 | $98.10 | -4.68% | 4.19% | 1.77% | 1.69% | - | - |
| VICI | 12 | $29.47 | $32.25 | $353.64 | $387 | 9.43% | 9.47% | 5.36% | 5.87% | 7.40% | 7.10% |
| VZ | 9 | $48.67 | $43.57 | $438.01 | $392.13 | -10.47% | 2.08% | 6.22% | 5.57% | 2.39% | 1.96% |
| WBD | 24 | $12.61 | $10.19 | $302.68 | $244.56 | -19.20% | -9.72% | - | - | - | - |
| WFC | 8 | $39.52 | $70.85 | $316.16 | $566.80 | 79.28% | 14.84% | 2.26% | 4.05% | 11.44% | 4.14% |
| WHR | 1 | $122.28 | $90.98 | $122.28 | $90.98 | -25.60% | -10.26% | 7.69% | 5.72% | 16.58% | 12.17% |
| WM | 0.50 | $154.80 | $224.86 | $77.40 | $112.43 | 45.26% | 21.25% | 1.47% | 2.13% | 10.52% | 6.88% |
| WPC | 9 | $63.82 | $62.66 | $574.35 | $563.94 | -1.81% | 4.04% | 5.62% | 5.52% | -1.26% | -5.81% |
| XOM | 1 | -$20.69 | $111.90 | -$20.69 | $111.90 | 65.64% | 18.98% | 3.54% | - | 3.93% | 2.26% |
| Total: | $16,042.90 | $20,802.74 | 29.67% | 13.03% | 3.98% |