Y2K Dividend Portfolio

Owner: Y2KDividend
Access Type: SHARED
To witness the outcome of 5 years plan. Inception since May'2022.
Total Value
3,866,564.60
Today's Change
-2,850.00 (-0.07%)
Allocation

Stock's Value 3,755,330.00
Current Holding 4 Stocks
All Time Holding 6 Stocks
% of Total Value 97.12%

Available Cash Balance 111,234.60
Current Cash Balance 111,234.60
Unpaid Dividend 0.00
% of Total Value 2.88%
Performance

Average Cost 2,916,778.97
Unrealized Gain +949,785.63
% over Average Cost 32.56%

Total Capital 3,000,000.00
Total Return +866,564.60
% over Total Capital 28.89%
Last Updated:

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Holding
Hints:
[1] Click the icon on table to view the stock's What If Analysis Page.
[2] Click the Shares hyperlink on table to view the portfolio's stock page.

Stock:
Cost:
Stock Last Price Change Shares Market Value % Average Cost Per Share Unrealized Gain % Day Gain %
$CASH 111,234.60 2.88%
Total 3,866,564.60 100.00% -2,850.00 -0.07%
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