Portfolio Value
€179,958.99
53.81%
Portfolio Buy-In
€116,999.98
Ø Dividend Yield on Portfolio Value
3.00%
Ø Dividend Yield on Buy-In
4.62%
Yearly Gross Dividends (FWD)
€5,406.18
Net

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Security Allocation

Allocation of your securities based on the current value .

Buy-In

Portfolio Value

€179,958.99

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  • Microsoft Corp21.31%
  • Apple Inc20.45%
  • Allianz SE7.05%
  • Shell PLC6.50%
  • Johnson & Johnson6.29%
  • Coca-Cola Co6.27%
  • Vanguard FTSE All-World High Div Yield5.74%
  • Unilever PLC5.09%
  • SPDR S&P Global Dividend Aristocrats4.80%
  • Realty Income Corp4.78%
  • iShares STOXX Europe Select Dividend 304.73%
  • AT&T Inc3.61%
  • Basf SE3.38%
SecuritySharesBuy-InValueGainValue.%Div.%Pers.Div.%Div
Allianz SE55€9,000.00€163.64€12,688.50€230.70€3,688.5040.98%7.05%4.94%6.97%€627.00€11.40
Apple Inc213€9,000.00€42.25€36,802.14€172.78€27,802.14308.91%20.45%0.51%2.08%€187.42€0.88
AT&T Inc429€8,999.99€20.98€6,487.55€15.12-€2,512.44-27.92%3.61%6.81%4.85%€436.46€1.02
Basf SE142€9,000.00€63.38€6,076.18€42.79-€2,923.82-32.49%3.38%7.91%5.36%€482.80€3.40
Coca-Cola Co212€8,999.99€42.45€11,282.64€53.22€2,282.6525.36%6.27%3.16%3.97%€357.54€1.69
iShares STOXX Europe Select Dividend 30535€8,999.98€16.82€8,518.27€15.92-€481.71-5.35%4.73%6.75%6.39%€575.02€1.07
Johnson & Johnson80€9,000.00€112.50€11,320.00€141.50€2,320.0025.78%6.29%3.13%3.88%€349.03€4.36
Microsoft Corp111€9,000.00€81.08€38,344.95€345.45€29,344.95326.05%21.31%0.79%3.39%€305.22€2.75
Realty Income Corp175€9,000.01€51.43€8,598.63€49.14-€401.38-4.46%4.78%5.72%5.47%€492.43€2.81
Shell PLC388€9,000.01€23.20€11,693.35€30.14€2,693.3429.93%6.50%4.18%5.35%€481.51€1.24
SPDR S&P Global Dividend Aristocrats319€9,000.01€28.21€8,645.70€27.10-€354.31-3.94%4.80%4.47%4.29%€386.37€1.21
Unilever PLC210€8,999.99€42.86€9,168.60€43.66€168.611.87%5.09%4.00%4.06%€365.34€1.74
Vanguard FTSE All-World High Div Yield188€8,999.99€47.87€10,332.48€54.96€1,332.4914.81%5.74%3.48%4.00%€360.04€1.92