Portfolio Value
€205,909.70
75.99%
Dividend Yield on Portfolio Value
2.65%
Yearly Gross Dividends (FWD)
€5,452.38
Net

Security Allocation

Allocation of your securities based on the current value.

Buy-In

Portfolio Value

€205,909.70

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  • Microsoft Corp22.16%
  • Apple Inc17.59%
  • Allianz SE9.12%
  • Coca-Cola Co6.33%
  • Shell PLC5.86%
  • Vanguard FTSE All-World High Div Yield5.85%
  • Unilever PLC5.55%
  • iShares STOXX Europe Select Dividend 305.37%
  • Johnson & Johnson5.28%
  • AT&T Inc5.08%
  • SPDR S&P Global Dividend Aristocrats4.67%
  • Realty Income Corp4.24%
  • Basf SE2.90%

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SecuritySharesBuy-InValueGainValue.%Div.%Div.YoCDiv
Allianz SE
Allianz SE
55€9,000.00€163.64€18,788.00€341.60€9,788.00108.76%9.12%4.51%9.41%€847.00€15.40
Apple Inc
Apple Inc
213€9,000.00€42.25€36,211.82€170.01€27,211.83302.35%17.59%0.53%2.13%€191.70€0.90
AT&T Inc
AT&T Inc
429€8,999.99€20.98€10,465.77€24.40€1,465.7816.29%5.08%3.94%4.58%€412.10€0.96
Basf SE
Basf SE
142€9,000.00€63.38€5,981.04€42.12-€3,018.96-33.54%2.90%5.34%3.55%€319.50€2.25
Coca-Cola Co
Coca-Cola Co
212€8,999.99€42.45€13,029.73€61.46€4,029.7344.77%6.33%2.87%4.16%€374.26€1.77
iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)
iShares STOXX Europe Select Dividend 30
535€8,999.98€16.82€11,050.43€20.66€2,050.4422.78%5.37%4.94%6.07%€546.18€1.02
Johnson & Johnson
Johnson & Johnson
80€9,000.00€112.50€10,876.39€135.95€1,876.3920.85%5.28%3.31%4.00%€360.01€4.50
Microsoft Corp
Microsoft Corp
111€9,000.00€81.08€45,624.57€411.03€36,624.57406.94%22.16%0.70%3.54%€318.91€2.87
Realty Income Corp
Realty Income Corp
175€9,000.01€51.43€8,729.33€49.88-€270.68-3.01%4.24%5.60%5.44%€489.18€2.80
Shell PLC
Shell PLC
388€9,000.01€23.20€12,070.68€31.11€3,070.6734.12%5.86%3.98%5.34%€480.85€1.24
SPDR S&P Global Dividend Aristocrats UCITS ETF
SPDR S&P Global Dividend Aristocrats
319€9,000.01€28.21€9,611.47€30.13€611.466.79%4.67%3.91%4.18%€376.07€1.18
Unilever PLC
Unilever PLC
210€8,999.99€42.86€11,427.19€54.42€2,427.2026.97%5.55%3.24%4.11%€369.52€1.76
Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing
Vanguard FTSE All-World High Div Yield
188€8,999.99€47.87€12,043.28€64.06€3,043.2933.81%5.85%3.05%4.08%€367.11€1.95