Portfolio "J2T " ($)
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| Title | Purchase price | Current price | Initial amount | Current amount | Changes | Changes, % | Quantity | Dividends, $ | Share, % | |
|---|---|---|---|---|---|---|---|---|---|---|
Amgen (AMGN)
|
249.73 $ | 271.66 $ | 998.92 $ | 1 086.64 $ | +87.72 $ | +8.78% | 4 | 37.04 | 11 | |
Bristol-Myers (BMY)
|
72.83 $ | 46.85 $ | 436.96 $ | 281.1 $ | -155.86 $ | -35.67% | 6 | 14.64 | 2.85 | |
British American Tobacco (BTI)
|
39.21 $ | 45.22 $ | 940.96 $ | 1 085.28 $ | +144.32 $ | +15.34% | 24 | 125.41 | 10.99 | |
CME (CME)
|
204.61 $ | 284.07 $ | 1 227.68 $ | 1 704.42 $ | +476.74 $ | +38.83% | 6 | 70.5 | 17.26 | |
Chevron (CVX)
|
168.62 $ | 136.54 $ | 1 348.96 $ | 1 092.32 $ | -256.64 $ | -19.03% | 8 | 53.44 | 11.06 | |
Equinor ASA (EQNR)
|
28.32 $ | 23.82 $ | 283.2 $ | 238.2 $ | -45 $ | -15.89% | 10 | 26.59 | 2.41 | |
Huntington Bancshares Incorporated (HBAN)
|
14.43 $ | 15.32 $ | 461.82 $ | 490.24 $ | +28.42 $ | +6.15% | 32 | 24.8 | 4.96 | |
PFIZER (PFE)
|
29.09 $ | 23.32 $ | 1 338.1 $ | 1 072.72 $ | -265.38 $ | -19.83% | 46 | 78.2 | 10.86 | |
Simon Property (SPG)
|
112.64 $ | 156.77 $ | 675.84 $ | 940.62 $ | +264.78 $ | +39.18% | 6 | 62.1 | 9.53 | |
Southern Copper Corporation (SCCO)
|
84.57 $ | 92.34 $ | 517.56 $ | 565.12 $ | +47.56 $ | +9.19% | 6 | 16.32 | 5.72 | |
Tyson Foods (TSN)
|
50.68 $ | 55.55 $ | 810.88 $ | 888.8 $ | +77.92 $ | +9.61% | 16 | 47.68 | 9 | |
U.S. Bancorp (USB)
|
43.37 $ | 42.94 $ | 433.7 $ | 429.4 $ | -4.3 $ | -0.9915% | 10 | 19.9 | 4.35 | |
| Quantity: 12 | 9,474.58 | 9,874.86 | 400.28 | 4.22 % | 174.12 | 576.62 | 100 |
| Price | 9 474.58 $ |
|---|---|
| Current cost | 9 874.86 $ |
| Current income | 400.28 $ |
| Current yield | 4.22 % |
| Profitability per year | 9.14 % |
| Average dividend yield | 4.86 % |
| Dividends per year | 576.62 $ |
| Dividends per month | 48.05 $ |
ETF
| Title | Purchase price | Current price | Initial amount | Current amount | Changes | Changes, % | Share, % | Quantity | |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO Active Bond Exchange-Traded Fund (BOND) | 90.74 $ | 90.5 $ | 907.4 $ | 905 $ | -2.4 $ | -0.2645% | 30.73 | 10 | |
| ProShares Ultra Semiconductors (USD) | 57.64 $ | 55.46 $ | 1 268.06 $ | 1 220.12 $ | -47.94 $ | -3.78% | 41.43 | 22 | |
Vanguard Intermediate-Term Corporate Bond ETF
(VCIT)
|
79.64 $ | 81.37 $ | 637.12 $ | 650.96 $ | +13.84 $ | +2.17% | 22.11 | 8 | |
| ДОХОДЪ Сбондс Корп. обл. РФ (BOND) | 90.74 ₽ | 1 326 ₽ | 907.4 ₽ | 13 260 ₽ | +12 352.6 ₽ | +1 361.32% | 5.73 | 10 | |
| Quantity: 4 | 2,824.12 | 2,944.74 | 120.62 | 339.86 | 100% | 50 |
| Price | 2 824.12 $ |
|---|---|
| Current cost | 2 944.74 $ |
| Current income | 120.62 $ |
| Current yield | 4.27 % |
| Profitability per year | 66.22 % |
| Amount of money spent on commissions | 12.53 $ |
