Portfolio "Freedom " ($)
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Currency
| Title | Purchase price, $ | Current price, $ | Quantity | Initial amount, $ | Current amount, $ | Changes | Changes, % | Share, % | |
|---|---|---|---|---|---|---|---|---|---|
Доллар |
1 | 1 | -1 105.96 | -1 105.96 | -1 105.96 | 0 | 0% | 98.08 | |
Мексиканское песо |
0.0539 | 0.0506 | -427.71 | -23.07 | -21.65 | +1.41 | -6.12% | 1.92 | |
| Quantity: 2 | -1,533.67 | -1,129.03 | -1,127.61 | 0.7 | -3.06 | 100% |
| Price | -1 129.03 $ |
|---|---|
| Current cost | -1 127.61 $ |
| Current income | 1.41 $ |
| Current yield | -0.1251 % |
| Profitability per year | -0.1176 % |
Shares
| Title | Purchase price | Current price | Initial amount | Current amount | Changes | Changes, % | Quantity | Dividends, $ | Share, % | |
|---|---|---|---|---|---|---|---|---|---|---|
Duke Energy (DUK)
|
112.36 $ | 116.49 $ | 561.8 $ | 582.45 $ | +20.65 $ | +3.68% | 5 | 20.9 | 54.08 | |
| Ishares Bitcoin Trust (IBIT) | 55.46 $ | 61.83 $ | 443.68 $ | 494.64 $ | +50.96 $ | +11.49% | 8 | 0 | 45.92 | |
| Quantity: 2 | 1,005.48 | 1,077.09 | 71.61 | 7.12 % | 13 | 20.9 | 100 |
| Price | 1 005.48 $ |
|---|---|
| Current cost | 1 077.09 $ |
| Current income | 71.61 $ |
| Current yield | 7.12 % |
| Profitability per year | 7.26 % |
| Average dividend yield | 1.97 % |
| Dividends per year | 20.9 $ |
| Dividends per month | 1.74 $ |
ETF
| Title | Purchase price | Current price | Initial amount | Current amount | Changes | Changes, % | Share, % | Quantity | |
|---|---|---|---|---|---|---|---|---|---|
Invesco QQQ Trust Series I
(QQQ)
|
427.71 $ | 521.22 $ | 427.71 $ | 521.22 $ | +93.51 $ | +21.86% | 100 | 1 | |
| Quantity: 1 | 427.71 | 521.22 | 93.51 | 21.86 | 100% | 1 |
| Price | 427.71 $ |
|---|---|
| Current cost | 521.22 $ |
| Current income | 93.51 $ |
| Current yield | 21.86 % |
| Profitability per year | 21.86 % |
| Amount of money spent on commissions | 1.04 $ |
