Portfolio "Копия Подобранный портфель" (₽)

Price
4 229 674.96 ₽
Attached 3 785 915.18 ₽
Profit
+443 759.78 ₽ 11.72 %
-629 135.49 ₽ -12.95 % in day
Profitability
-4.67 %
With reinvestment 4.06 %
Passive income
196 857.26 ₽ -10.98 %
16 404.77 ₽ in month
93.4%6.3%
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Type Sum Share Income Profitability
Currency 265 638.62 6.28 % -12 002.91 ₽ -4.32 %
Shares 3 951 395.32 93.42 % +453 719.56 ₽ 12.97 %
ETF 12 641.02 0.30 % +2 043.14 ₽ 19.28 %
Initial cost: 3 785 915.18 ₽
Price: 4 229 674.96 ₽
Profitability: +443 759.78 ₽ ( 11.72 % )
Profitability per year: -4.67 %
Profitability per year without replenishment: -4.67 %
Profitability per year with reinvestment: 4.06 %
Income per year: 196 857.26 ₽
Income per month: 16 404.77 ₽
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Currency

TitlePurchase price, ₽Current price, ₽QuantityInitial amount, ₽Current amount, ₽ChangesChanges, %Share, %
Доллар 82.71 79.13 3 356.99 277 641.53 265 638.62 -12 002.91 -4.32% 100
Price 277 641.53 ₽
Current cost 265 638.62 ₽
Current income -12 002.91 ₽
Current yield -4.32 %
Profitability per year -3.65 %
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, %
Altria Group (MO) 46.07 $ 59.74 $ 3 317.04 $ 4 301.28 $ +984.24 $ +29.67% 72 28 828.64 8.61
American Express (AXP) 130 $ 285.22 $ 3 380 $ 7 415.72 $ +4 035.72 $ +119.4% 26 6 007.55 14.85
Ares Capital (ARCC) 17.26 $ 21.59 $ 5 523.2 $ 6 908.8 $ +1 385.6 $ +25.09% 320 60 771.84 13.84
Bank of America (BAC) 28.78 $ 43.2 $ 3 453.6 $ 5 184 $ +1 730.4 $ +50.1% 120 12 154.37 10.38
British American Tobacco (BTI) 37.34 $ 45.22 $ 37.34 $ 45.22 $ +7.88 $ +21.1% 1 413.47 0.0906
Chevron (CVX) 157.54 $ 136.54 $ 4 096.04 $ 3 550.04 $ -546 $ -13.33% 26 13 743.3 7.11
China Mobile (CHL) 27.51 $ 27.51 $ 3 356.22 $ 3 356.22 $ -0.0000 $ -0% 122 0 6.72
Coca-Cola (KO) 59 $ 71.77 $ 5 369 $ 6 531.07 $ +1 162.07 $ +21.64% 91 17 822.05 13.08
Northwest Natural Holding Company (NWN) 47.96 $ 40.76 $ 3 357.2 $ 2 853.2 $ -504 $ -15.01% 70 10 845.56 5.71
PepsiCo (PEP) 172 $ 129.34 $ 4 472 $ 3 362.84 $ -1 109.16 $ -24.8% 26 14 113.63 6.73
Verizon (VZ) 36 $ 43.32 $ 4 320 $ 5 198.4 $ +878.4 $ +20.33% 120 25 628.62 10.41
Walgreens Boots Alliance (WBA) 32 $ 11.17 $ 3 520 $ 1 228.7 $ -2 291.3 $ -65.09% 110 6 528.23 2.46
Quantity: 123,497,675.763,951,395.33453,719.5512.97 %1,104196,857.26100
Price 3 497 675.77 ₽
Current cost 3 951 395.32 ₽
Current income 453 719.56 ₽
Current yield 12.97 %
Profitability per year 13.06 %
Average dividend yield 4.34 %
Dividends per year 196 857.26 ₽
Dividends per month 16 404.77 ₽
Dividends121299663300Altria GroupAltria GroupAmerican ExpressAmerican ExpressAres CapitalAres CapitalBank of AmericaBank of AmericaBritish American TobaccoBritish American TobaccoChevronChevronChina MobileChina MobileCoca-ColaCoca-ColaNorthwest Natural Holding CompanyNorthwest Natural Holding CompanyPepsiCoPepsiCoVerizonVerizonWalgreens Boots AllianceWalgreens Boots Alliance

ETF

TitlePurchase priceCurrent priceInitial amountCurrent amountChangesChanges, %Share, %Quantity
Direxion Daily Regional Banks Bull 3X Shares (DPST) 74.67 $ 80.33 $ 74.67 $ 80.33 $ +5.66 $ +7.58% 50.28 1
Vanguard International High Dividend Yield ETF (VYMI) 59.26 $ 79.42 $ 59.26 $ 79.42 $ +20.16 $ +34.02% 49.72 1
Quantity: 210,597.8812,641.012,043.1420.8100%2
Price 10 597.88 ₽
Current cost 12 641.02 ₽
Current income 2 043.14 ₽
Current yield 19.28 %
Profitability per year 9.69 %
Amount of money spent on commissions 74.21 ₽
Profitability ETF3636272718189900Direxion Daily Regional Banks Bull 3X SharesDirexion Daily Regional Banks Bull 3X SharesVanguard International High Dividend Yield ETFVanguard International High Dividend Yield ETF

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