Portfolio "Копия Подобранный портфель" (₽)
Price
4 551 575.84 ₽
Attached 3 994 292.36 ₽
Profit
+557 283.48 ₽
13.95 %
-307 234.61 ₽
-6.32 %
in day
Profitability
2.58 %
With reinvestment
4.2 %
Passive income
215 665.11 ₽
11.14 %
17 972.09 ₽ in month
| Type | Sum | Share | Income | Profitability |
|---|---|---|---|---|
| Currency | 281 416.48 | 6.18 % | +3 774.94 ₽ | 1.36 % |
| Shares | 4 253 946.64 | 93.46 % | +548 523.17 ₽ | 14.8 % |
| ETF | 16 212.72 | 0.36 % | +4 985.37 ₽ | 44.4 % |
| Initial cost: | 3 994 292.36 ₽ | |||
| Price: | 4 551 575.84 ₽ | |||
| Profitability: | +557 283.48 ₽ ( 13.95 % ) | |||
| Profitability per year: | 2.58 % | |||
| Profitability per year without replenishment: | 2.58 % | |||
| Profitability per year with reinvestment: | 4.2 % | |||
| Income per year: | 215 665.11 ₽ | |||
| Income per month: | 17 972.09 ₽ | |||
Do you want the same portfolio? 🚀🌙
Copy the assets of this portfolio and start following the strategy
Currency
| Title | Purchase price, ₽ | Current price, ₽ | Quantity | Initial amount, ₽ | Current amount, ₽ | Changes | Changes, % | Share, % | |
|---|---|---|---|---|---|---|---|---|---|
Доллар |
82.71 | 83.83 | 3 356.99 | 277 641.53 | 281 416.48 | +3 774.94 | +1.36% | 100 | |
| Quantity: 1 | 3 356.99 | 277 641.53 | 281 416.48 | 3 774.94 | 1.36 | 100% |
| Price | 277 641.53 ₽ |
|---|---|
| Current cost | 281 416.48 ₽ |
| Current income | 3 774.94 ₽ |
| Current yield | 1.36 % |
| Profitability per year | 1.36 % |
Shares
| Title | Purchase price | Current price | Initial amount | Current amount | Changes | Changes, % | Quantity | Dividends, ₽ | Share, % | |
|---|---|---|---|---|---|---|---|---|---|---|
Altria Group (MO)
|
46.07 $ | 56.71 $ | 3 317.04 $ | 4 083.12 $ | +766.08 $ | +23.1% | 72 | 30 299.52 | 8.05 | |
American Express (AXP)
|
130 $ | 279.28 $ | 3 380 $ | 7 261.28 $ | +3 881.28 $ | +114.83% | 26 | 7 890.08 | 14.31 | |
Ares Capital (ARCC)
|
17.26 $ | 22.31 $ | 5 523.2 $ | 7 139.2 $ | +1 616 $ | +29.26% | 320 | 64 381.44 | 14.07 | |
Bank of America (BAC)
|
28.78 $ | 43.28 $ | 3 453.6 $ | 5 193.6 $ | +1 740 $ | +50.38% | 120 | 12 675.1 | 10.23 | |
British American Tobacco (BTI)
|
37.34 $ | 40.71 $ | 37.34 $ | 40.71 $ | +3.37 $ | +9.03% | 1 | 500.32 | 0.0802 | |
Chevron (CVX)
|
157.54 $ | 165.94 $ | 4 096.04 $ | 4 314.44 $ | +218.4 $ | +5.33% | 26 | 14 385.23 | 8.5 | |
| China Mobile (CHL) | 27.51 $ | 27.51 $ | 3 356.22 $ | 3 356.22 $ | -0.0000 $ | -0% | 122 | 0 | 6.61 | |
Coca-Cola (KO)
|
59 $ | 68.81 $ | 5 369 $ | 6 261.71 $ | +892.71 $ | +16.63% | 91 | 18 689.9 | 12.34 | |
Northwest Natural Holding Company (NWN)
|
47.96 $ | 40.98 $ | 3 357.2 $ | 2 868.6 $ | -488.6 $ | -14.55% | 70 | 11 478 | 5.65 | |
PepsiCo (PEP)
|
172 $ | 145.54 $ | 4 472 $ | 3 784.04 $ | -687.96 $ | -15.38% | 26 | 14 614.08 | 7.46 | |
Verizon (VZ)
|
36 $ | 43.49 $ | 4 320 $ | 5 218.8 $ | +898.8 $ | +20.81% | 120 | 33 835.46 | 10.28 | |
Walgreens Boots Alliance (WBA)
|
32 $ | 11.12 $ | 3 520 $ | 1 223.2 $ | -2 296.8 $ | -65.25% | 110 | 6 915.98 | 2.41 | |
| Quantity: 12 | 3 705 423.47 | 4 253 946.65 | 548 523.17 | 14.8 % | 1 104 | 215 665.11 | 100 |
| Price | 3 705 423.47 ₽ |
|---|---|
| Current cost | 4 253 946.64 ₽ |
| Current income | 548 523.17 ₽ |
| Current yield | 14.8 % |
| Profitability per year | 14.16 % |
| Average dividend yield | 4.49 % |
| Dividends per year | 215 665.11 ₽ |
| Dividends per month | 17 972.09 ₽ |
| ########## | ######## | ######### | ####### | ########## |
| ######### | ####### | ######### | ######### | ######## |
| ##### | ##### | ######## | ###### | ########## |
| ####### | ####### | ######## | #### | ######### |
| ######## | #### | ######### | ##### | ########## |
| ######### | #### | ####### | ###### | ########## |
| ##### | ##### | ####### | ########## | ##### |
| ########## | ######### | ####### | ######## | ##### |
More information is available to users.
Register, it's free
Register, it's free
ETF
| Title | Purchase price | Current price | Initial amount | Current amount | Changes | Changes, % | Share, % | Quantity | |
|---|---|---|---|---|---|---|---|---|---|
| Direxion Daily Regional Banks Bull 3X Shares (DPST) | 74.67 $ | 124 $ | 74.67 $ | 124 $ | +49.33 $ | +66.06% | 64.12 | 1 | |
Vanguard International High Dividend Yield ETF
(VYMI)
|
59.26 $ | 69.4 $ | 59.26 $ | 69.4 $ | +10.14 $ | +17.11% | 35.88 | 1 | |
| Quantity: 2 | 11 227.36 | 16 212.72 | 4 985.37 | 41.59 | 100% | 2 |
| Price | 11 227.35 ₽ |
|---|---|
| Current cost | 16 212.72 ₽ |
| Current income | 4 985.37 ₽ |
| Current yield | 44.4 % |
| Profitability per year | 28.01 % |
| Amount of money spent on commissions | 111.55 ₽ |
