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 (56): | $13,678.28 | $15,881.73 | 16.11% | 10.33% | 3.67% | ||||||
| AAPL | 1.80 | $127.25 | $165.00 | $229.05 | $297 | 25.37% | 7.22% | 0.57% | 0.75% | 7.15% | 5.75% |
| ABBV | 3 | $91.60 | $166.41 | $274.80 | $499.23 | 81.67% | 25.00% | 3.77% | 6.77% | 8.50% | 7.25% |
| ADC | 2 | $57.74 | $56.56 | $115.48 | $113.12 | -2.04% | -26.75% | 5.37% | 5.20% | 5.53% | 2.31% |
| ADM | 2 | $55.89 | $62.60 | $111.78 | $125.20 | 12.01% | 75.94% | 3.24% | 3.58% | 7.45% | 4.99% |
| AMD | 2 | $84.93 | $146.64 | $169.86 | $293.28 | 72.66% | 38.41% | - | - | - | - |
| AMZN | 3 | $104.37 | $174.63 | $313.10 | $523.89 | 67.32% | 41.78% | - | - | - | - |
| ASML | 0.20 | $634.25 | $859.54 | $126.85 | $171.91 | 35.52% | 23.26% | 0.73% | 1.02% | 1.33% | -2.40% |
| BAC | 6 | $28.58 | $36.97 | $171.46 | $221.82 | 29.37% | 33.91% | 2.77% | 3.36% | 24.98% | 19.92% |
| BAS.DE | 2 | $60.36 | $53.60 | $120.71 | $107.20 | -11.19% | -1.21% | 6.66% | 5.99% | - | - |
| BMY | 8 | $61.73 | $48.93 | $493.83 | $391.44 | -20.73% | -5.16% | 4.97% | 3.89% | 6.09% | 3.52% |
| BRK-B | 0.30 | $309 | $405.08 | $92.70 | $121.52 | 31.09% | 23.13% | - | - | - | - |
| BTC-USD | 0.01200 | $18,881.50 | $64,094.39 | $226.58 | $769.13 | 150.02% | 47.73% | - | - | - | - |
| BTI | 12 | $32.69 | $29.05 | $392.24 | $348.60 | -11.13% | 6.89% | 10.31% | 9.09% | 3.44% | 0.77% |
| CSCO | 6 | $39.42 | $48.32 | $236.52 | $289.92 | 22.58% | 9.56% | 3.33% | 4.06% | 4.57% | 2.63% |
| CVS | 4 | $75.14 | $69.75 | $300.57 | $279 | -7.18% | -3.50% | 3.83% | 3.54% | 9.20% | 3.00% |
| DLR | 2 | $119.74 | $136.83 | $239.48 | $273.66 | 14.27% | 6.97% | 3.57% | 4.08% | 4.69% | 3.83% |
| ENB | 6 | $36.28 | $34.86 | $217.70 | $209.16 | -3.92% | 0.49% | 7.94% | 7.42% | 8.30% | 5.27% |
| EPR | 4 | $39.41 | $40.41 | $157.64 | $161.64 | 2.54% | 12.18% | 8.46% | 8.68% | 29.24% | 26.97% |
| GOOGL | 3.50 | $115.87 | $154.09 | $405.56 | $539.32 | 32.98% | 20.17% | - | - | - | - |
| HD | 0.30 | $296.18 | $335.36 | $88.85 | $100.61 | 13.23% | 14.89% | 2.70% | 3.04% | 17.09% | 11.77% |
| IIPR | 1.50 | $86.97 | $94.23 | $130.45 | $141.35 | 8.35% | 13.91% | 7.75% | 8.37% | 9.77% | 6.12% |
| INTC | 4 | $30.60 | $34.20 | $122.41 | $136.80 | 5.27% | 3.90% | 1.43% | 1.63% | 8.20% | 4.62% |
| JNJ | 4.50 | $151.80 | $147.91 | $683.09 | $665.60 | -2.56% | 1.35% | 3.23% | 3.14% | 6.37% | 5.62% |
| JPM | 1 | $145.14 | $185.80 | $145.14 | $185.80 | 28.01% | 13.68% | 2.55% | 3.17% | 11.79% | 4.58% |
| KO | 2 | $42.36 | $60.17 | $84.72 | $120.34 | 42.04% | 12.82% | 3.29% | 4.58% | 11.48% | 3.41% |
| LMT | 0.40 | $346.10 | $463.87 | $138.44 | $185.55 | 34.03% | 15.43% | 2.76% | 3.64% | 9.60% | 7.17% |
| LOW | 0.30 | $201.13 | $230.24 | $60.34 | $69.07 | 14.47% | 19.13% | 1.92% | 2.19% | 17.94% | 16.89% |
| META | 1.50 | $124.56 | $481.07 | $186.84 | $721.61 | 139.05% | 54.75% | 0.10% | 0.40% | - | - |
| MO | 6 | $41.88 | $42.09 | $251.25 | $252.54 | 0.51% | 9.69% | 9.49% | 9.36% | 5.78% | 3.68% |
| MPW | 40 | $10.51 | $4.42 | $420.58 | $176.80 | -57.96% | -42.34% | 12.02% | 5.71% | 3.72% | 3.65% |
| MRK | 2 | $76.78 | $125.78 | $153.55 | $251.56 | 63.83% | 27.21% | 2.46% | 4.01% | 8.61% | 5.84% |
| MSFT | 0.50 | $232.32 | $399.12 | $116.16 | $199.56 | 48.21% | 20.27% | 0.74% | 1.29% | 9.52% | 9.14% |
| NEE | 11 | $63.17 | $64.30 | $694.89 | $707.30 | 1.79% | 3.69% | 3.22% | 3.26% | 9.34% | 8.40% |
| O | 11 | $53.55 | $53.04 | $589.07 | $583.44 | -0.96% | 5.83% | 5.93% | 5.76% | 0.80% | 0.72% |
| OHI | 6 | $31.32 | $30.42 | $187.94 | $182.52 | -2.88% | 7.45% | 8.94% | 8.56% | 1.85% | 0.25% |
| PEP | 0.50 | $165.44 | $174.13 | $82.72 | $87.07 | 5.25% | 45.31% | 2.94% | 3.06% | 7.38% | 6.00% |
| PFE | 16 | $34.86 | $26.00 | $557.68 | $416 | -25.41% | -10.18% | 6.62% | 4.82% | 6.71% | 5.15% |
| QCOM | 0.50 | $117 | $157.63 | $58.50 | $78.82 | 34.73% | 39.24% | 1.98% | 2.74% | 9.82% | 5.74% |
| RIO | 2 | $64.30 | $66.97 | $128.60 | $133.94 | 4.15% | 118.49% | 7.74% | 8.02% | - | - |
| RTX | 3 | $87.51 | $101.56 | $262.54 | $304.68 | 16.05% | 15.07% | 2.34% | 2.70% | 6.67% | 4.87% |
| SHEL | 6 | $47.04 | $72.07 | $282.27 | $432.42 | 53.19% | 14.33% | 3.87% | 5.85% | 1.77% | -4.11% |
| SOFI | 10 | $7.45 | $7.11 | $74.50 | $71.10 | -4.56% | -59.24% | - | - | - | - |
| SPG | 5 | $99.75 | $140.44 | $498.75 | $702.20 | 40.79% | 18.37% | 5.56% | 7.82% | 10.87% | 9.25% |
| T | 18 | $22.73 | $16.51 | $409.18 | $297.18 | -27.37% | -1.67% | 6.80% | 4.88% | -7.24% | -16.76% |
| TSM | 6 | $100.09 | $127.70 | $600.56 | $766.20 | 27.58% | 15.40% | 1.29% | 1.71% | -3.05% | -11.31% |
| TSN | 3 | $65.70 | $59.95 | $197.10 | $179.85 | -8.75% | 0.15% | 3.33% | 2.98% | 14.04% | 5.77% |
| UL | 3 | $52.46 | $47.31 | $157.38 | $141.93 | -9.82% | 0.32% | 3.91% | 3.49% | 3.99% | -0.40% |
| V | 0.30 | $212.27 | $269.78 | $63.68 | $80.93 | 27.09% | 11.01% | 0.77% | 0.98% | 13.70% | 12.53% |
| VICI | 10 | $29.62 | $27.89 | $296.22 | $278.90 | -5.85% | 2.44% | 6.03% | 5.60% | 7.97% | 7.31% |
| VZ | 8 | $49.83 | $40.49 | $398.61 | $323.92 | -18.74% | -2.87% | 6.63% | 5.34% | 2.40% | 2.00% |
| WBD | 16 | $15 | $8.40 | $240 | $134.40 | -44% | -31.85% | - | - | - | - |
| WFC | 8 | $39.52 | $60.35 | $316.16 | $482.80 | 52.71% | 13.29% | 2.48% | 3.54% | 5.40% | -4.39% |
| WHR | 1 | $122.28 | $104.67 | $122.28 | $104.67 | -14.40% | -13.55% | 6.72% | 5.72% | 7.70% | 3.92% |
| WM | 0.50 | $154.80 | $207.07 | $77.40 | $103.54 | 33.77% | 29.12% | 1.46% | 1.94% | 7.18% | 6.26% |
| WPC | 4 | $71.77 | $56.21 | $287.06 | $224.84 | -21.67% | -6.45% | 6.33% | 4.82% | 0.41% | 0.21% |
| XOM | 1 | -$20.69 | $119.88 | -$20.69 | $119.88 | 69.59% | 20.62% | 3.21% | - | 3.96% | 0.95% |
| Total: | $13,678.28 | $15,881.73 | 16.11% | 10.33% | 3.67% |