Portfolio "2020 Katy" ($)

Price
4 218.46 $
Attached 2 995.65 $
Profit
+1 222.81 $ 40.82 %
+669.28 $ 18.86 % in day
Profitability
335.35 %
With reinvestment 2.96 %
Passive income
131.39 $ -15 %
10.95 $ in month
88.2%11.8%
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Type Sum Share Income Profitability
Currency 498.77 11.82 % 0 $ 0 %
Shares 3 719.69 88.18 % +1 222.81 $ 48.97 %
Initial cost: 2 995.65 $
Price: 4 218.46 $
Profitability: +1 222.81 $ ( 40.82 % )
Profitability per year: 335.35 %
Profitability per year without replenishment: 335.35 %
Profitability per year with reinvestment: 2.96 %
Income per year: 131.39 $
Income per month: 10.95 $
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Currency

TitlePurchase price, $Current price, $QuantityInitial amount, $Current amount, $ChangesChanges, %Share, %
Доллар 1 1 231.26 231.26 231.26 0 0% 46.37
Рубль 0.0127 0.0127 21 000 267.52 267.52 0 +0% 53.63
Quantity: 221,231.26498.78498.7800100%
Price 498.77 $
Current cost 498.77 $
Current income 0 $
Current yield 0 %
Profitability per year 0 %
en.porti.ru1.181.181.161.161.141.141.121.121.111.111.091.091.071.0710 Mar10 Mar20 Mar20 MarApr '25Apr '2510 Apr10 Apr20 Apr20 AprMay '25May '2510 May10 May20 May20 MayJun '25Jun '25
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Shares

TitlePurchase priceCurrent priceInitial amountCurrent amountChangesChanges, %QuantityDividends, $Share, %
AT&T (T) 27.06 $ 27.42 $ 541.2 $ 548.4 $ +7.2 $ +1.33% 20 22.24 14.74
Gilead Sciences (GILD) 65.05 $ 107.37 $ 325.25 $ 536.85 $ +211.6 $ +65.06% 5 19.45 14.43
IBM (IBM) 116 $ 258.63 $ 580 $ 1 293.15 $ +713.15 $ +122.96% 5 33.45 34.77
Kyndryl Holdings, Inc. (KD) 10.54 $ 38.87 $ 10.54 $ 38.87 $ +28.33 $ +268.79% 1 0 1.04
Nektar Therapeutics (NKTR) 11.11 $ 0.654 $ 88.88 $ 5.23 $ -83.65 $ -94.11% 8 0 0.1407
Simon Property (SPG) 57.4 $ 156.77 $ 287 $ 783.85 $ +496.85 $ +173.12% 5 51.75 21.07
Snowflake Inc. (SNOW) 242.92 $ 200.05 $ 485.84 $ 400.1 $ -85.74 $ -17.65% 2 0 10.76
TripAdvisor (TRIP) 14.98 $ 13.69 $ 59.92 $ 54.76 $ -5.16 $ -8.61% 4 0 1.47
Warner Bros. Discovery, Inc. (WBD) 11 $ 9 $ 44 $ 36 $ -8 $ -18.18% 4 0 0.9678
Xerox (XRX) 14.85 $ 4.5 $ 74.25 $ 22.48 $ -51.78 $ -69.73% 5 4.5 0.6042
Quantity: 102,496.883,719.681,222.848.97 %59131.39100
Price 2 496.88 $
Current cost 3 719.69 $
Current income 1 222.81 $
Current yield 48.97 %
Profitability per year 18.8 %
Average dividend yield 3.36 %
Dividends per year 131.39 $
Dividends per month 10.95 $
Dividends1515121299663300AT&TAT&TGilead SciencesGilead SciencesIBMIBMKyndryl Holdings, Inc.Kyndryl Holdings, Inc.Nektar TherapeuticsNektar TherapeuticsSimon PropertySimon PropertySnowflake Inc.Snowflake Inc.TripAdvisorTripAdvisorWarner Bros. Discovery, Inc.Warner Bros. Discovery, Inc.XeroxXerox

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