Portfolio Value
€260,190.48
Dividend Yield on Portfolio Value
2.26%
Yearly Gross Dividends (FWD)
€5,873.84
Net

Invested Capital

How much capital you invested and realized through sales per year.

€117,000invested · Ø €10,000 per year
Invested

Investment Matrix

Your net investments (buys minus sells) per month.

TotalØJanFebMarAprMayJunJulAugSeptOctNovDec
2026€0€0
2025€0€0
2024€0€0
2023€13,000€1,083€13,000
2022€13,000€1,083€13,000
2021€13,000€1,083€13,000
Σ€117,000€830€0€0€117,000€0€0€0€0€0€0€0€0€0

Buys and Sells

Your balance: 117 buys (€117,000 invested), 0 sells (€0 realized).

DateSecurityAmount
13 buys (€13,000.00)
13 buys (€13,000.00)
Buy
02/03/2023
Coca-Cola Co
Coca-Cola Co
€1,000.0018.00 x €55.56
Buy
01/03/2023
Realty Income Corp
Realty Income Corp
€1,000.0017.00 x €58.82
Buy
01/03/2023
Microsoft Corp
Microsoft Corp
€1,000.005.00 x €200.00
Buy
01/03/2023
Johnson & Johnson
Johnson & Johnson
€1,000.007.00 x €142.86
Buy
01/03/2023
Apple Inc
Apple Inc
€1,000.008.00 x €125.00
Buy
01/03/2023
AT&T Inc
AT&T Inc
€1,000.0058.00 x €17.24
Buy
01/03/2023
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF
€1,000.0035.00 x €28.57
Buy
01/03/2023
Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing
€1,000.0018.00 x €55.56
Buy
01/03/2023
Shell PLC
Shell PLC
€1,000.0035.00 x €28.57
Buy
01/03/2023
Unilever PLC
Unilever PLC
€1,000.0022.00 x €45.45
Buy
01/03/2023
Basf SE
Basf SE
€1,000.0021.00 x €47.62
Buy
01/03/2023
Allianz SE
Allianz SE
€1,000.005.00 x €200.00
Buy
01/03/2023
iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)
€1,000.0058.00 x €17.24