Portfolio Value
€76,634.18
23.21%
Portfolio Buy-In
€62,200.00
Ø Dividend Yield on Portfolio Value
3.09%
Ø Dividend Yield on Buy-In
3.80%
Yearly Gross Dividends (FWD)
€2,365.02
Net

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Security Allocation

Allocation of your securities based on the current value .

Buy-In

Portfolio Value

€76,634.18

  • Microsoft Corp27.40%
  • Allianz SE20.33%
  • Apple Inc13.14%
  • Johnson & Johnson11.62%
  • Realty Income Corp4.81%
  • Unilever PLC4.34%
  • Basf SE4.09%
  • Coca-Cola Co3.99%
  • Vanguard FTSE All-World High Div Yield2.97%
  • Shell PLC2.56%
  • SPDR S&P Global Dividend Aristocrats2.32%
  • iShares STOXX Europe Select Dividend 301.66%
  • AT&T Inc0.76%
SecuritySharesBuy-InValueGainValue.%Div.%Pers.Div.%Div
Allianz SE75€12,375.00€165.00€15,583.13€207.78€3,208.1325.92%20.33%5.49%6.91%€855.00€11.40
Apple Inc61€7,930.00€130.00€10,071.71€165.11€2,141.7127.01%13.14%0.55%0.69%€54.67€0.90
AT&T Inc40€600.00€15.00€583.00€14.58-€17.00-2.83%0.76%7.33%6.91%€41.45€1.04
Basf SE68€2,244.00€33.00€3,131.74€46.06€887.7439.56%4.09%7.38%10.30%€231.20€3.40
Coca-Cola Co55€3,025.00€55.00€3,060.48€55.65€35.471.17%3.99%3.05%3.12%€94.48€1.72
iShares STOXX Europe Select Dividend 3078€1,170.00€15.00€1,273.97€16.33€103.978.89%1.66%5.66%6.16%€72.06€0.92
Johnson & Johnson62€8,680.00€140.00€8,906.30€143.65€226.302.61%11.62%3.08%3.17%€275.52€4.44
Microsoft Corp68€13,600.00€200.00€20,995.00€308.75€7,395.0054.38%27.40%0.82%1.27%€172.67€2.54
Realty Income Corp67€4,020.00€60.00€3,684.33€54.99-€335.67-8.35%4.81%5.22%4.76%€191.41€2.86
Shell PLC73€1,606.00€22.00€1,963.34€26.90€357.3422.25%2.56%3.96%4.89%€78.56€1.08
SPDR S&P Global Dividend Aristocrats67€2,010.00€30.00€1,781.70€26.59-€228.30-11.36%2.32%4.90%4.34%€87.31€1.30
Unilever PLC71€2,840.00€40.00€3,323.51€46.81€483.5117.03%4.34%3.59%4.34%€123.23€1.74
Vanguard FTSE All-World High Div Yield42€2,100.00€50.00€2,275.98€54.19€175.988.38%2.97%3.84%4.17%€87.47€2.08