Portfolio Value
€181,662.16
55.27%
Portfolio Buy-In
€116,999.98
Ø Dividend Yield on Portfolio Value
2.99%
Ø Dividend Yield on Buy-In
4.64%
Yearly Gross Dividends (FWD)
€5,430.42
Net

You are viewing a public portfolio of a DivvyDiary user. Create a free account to get the same metrics and visualizations for your own portfolio.

Sign up for free →

Security Allocation

Allocation of your securities based on the current value .

Buy-In

Portfolio Value

€181,662.16

DivvyDiary LogoDivvyDiary.com

  • Microsoft Corp20.77%
  • Apple Inc20.44%
  • Allianz SE7.16%
  • Johnson & Johnson6.45%
  • Shell PLC6.43%
  • Coca-Cola Co6.30%
  • Vanguard FTSE All-World High Div Yield5.76%
  • Unilever PLC5.14%
  • Realty Income Corp4.94%
  • SPDR S&P Global Dividend Aristocrats4.86%
  • iShares STOXX Europe Select Dividend 304.74%
  • AT&T Inc3.62%
  • Basf SE3.38%
SecuritySharesBuy-InValueGainValue.%Div.%Pers.Div.%Div
Allianz SE55€9,000.00€163.64€13,008.88€236.53€4,008.8744.54%7.16%4.82%6.97%€627.00€11.40
Apple Inc213€9,000.00€42.25€37,128.03€174.31€28,128.03312.53%20.44%0.50%2.10%€188.74€0.89
AT&T Inc429€8,999.99€20.98€6,574.43€15.33-€2,425.57-26.95%3.62%6.62%4.88%€439.51€1.02
Basf SE142€9,000.00€63.38€6,141.86€43.25-€2,858.15-31.76%3.38%7.87%5.36%€482.80€3.40
Coca-Cola Co212€8,999.99€42.45€11,441.64€53.97€2,441.6527.13%6.30%3.14%4.00%€360.04€1.70
iShares STOXX Europe Select Dividend 30535€8,999.98€16.82€8,617.25€16.11-€382.74-4.25%4.74%6.67%6.39%€575.02€1.07
Johnson & Johnson80€9,000.00€112.50€11,724.00€146.55€2,724.0030.27%6.45%3.01%3.91%€351.47€4.39
Microsoft Corp111€9,000.00€81.08€37,731.68€339.93€28,731.67319.24%20.77%0.80%3.41%€307.35€2.77
Realty Income Corp175€9,000.01€51.43€8,979.25€51.31-€20.76-0.23%4.94%5.63%5.51%€495.86€2.83
Shell PLC388€9,000.01€23.20€11,673.95€30.09€2,673.9429.71%6.43%4.15%5.38%€483.87€1.25
SPDR S&P Global Dividend Aristocrats319€9,000.01€28.21€8,833.91€27.69-€166.10-1.85%4.86%4.40%4.32%€389.05€1.22
Unilever PLC210€8,999.99€42.86€9,346.05€44.51€346.063.85%5.14%3.97%4.08%€367.14€1.75
Vanguard FTSE All-World High Div Yield188€8,999.99€47.87€10,461.26€55.65€1,461.2716.24%5.76%3.47%4.03%€362.56€1.93