Portfolio

Name Value/Invested Gain Allocation
No data available
Holding ↕ Shares ↕ Cost basis ↕ Current value ↕ Dividends ↕ Dividend yield ↕ Dividend growth (5Y) ↕ Total profit ↕ Realized G/L ↕ IRR ↕ Share in portfolio ↕
No holdings yet. Add your first transaction!

📊 Yearly Statistics

Year Invested Sold Net Investment Realized Gain/Loss Dividends Transactions
No yearly data available.

All holdings

Asset classes

✕ Yield
2.17% 2.42% before tax
3.67% yield on cost
💵 Dividends ▲ 5.3%
$3,757.77 annually
$313.15 monthly

Yield/Payout

Passive income diversification

Average annual growth

Future payments

Next 12m $3,774.99
Monthly $314.58

Dividends received

Total $4,057.98

Dividends received by holding

Dividend growth

● 2024 ● 2025 ● 2026
Benchmarks:

Portfolio value

Portfolio performance

Benchmarks:
NASDAQ 100

Dynamics of portfolio returns

View details →

Holdings performance

Total Value Active
$0.00 Current market value of all holdings
Total Cost Basis
$0.00 Total amount invested
Unrealized Gain/Loss -
$0.00 Profit or loss if sold today
Return Percentage
0.00% Overall portfolio return
Dividend Yield
0.00% Weighted average dividend yield
Annual Income
$0.00 Projected yearly dividend income
Holdings Count
0 Number of unique positions
Monthly Income
$0.00 Average monthly dividend income

Top gainers

Biggest winners overall
No active holdings.

Top losers

Biggest losers overall
No active holdings.
Operation Holding Portfolio Date Shares Price Fee Summ Total profit Actions
No transactions yet.
Total Dividends Received $0.00 0 payments
Projected Annual Income $0.00 Based on current holdings

Monthly Income

Income by Stock

Symbol Name Shares Div. Yield Annual Income % of Total
No holdings yet.
Cash Balance $0.00 0 entries
Total Deposited $0.00 $0.00 withdrawn

Cash Transactions

Type Date Amount Note
No cash entries yet.
Total Invested $0.00 0 entries
Last Entry —

Investment Entries

Date Portfolio Amount Note
No investment entries yet.
0 users