Portfolio
Market (57)
Direction
Invested
P/L(%)
Value
Sell
Buy
Last updated on: 17/11/2025
VOO
VOO
Vanguard S&P 500 ETF
Long
22.01%
17.87%
23.28%
S
617.42
B
617.46
O
O
Realty Income Corp
Long
13.07%
2.68%
12.05%
S
56.88
B
56.89
WM
WM
Waste Management Inc
Long
10.91%
1.46%
9.93%
S
209.12
B
209.17
VTI
VTI
Vanguard Total Stock Market ETF
Long
5.80%
21.01%
6.30%
S
329.71
B
329.80
VUG
VUG
Vanguard Growth ETF
Long
3.36%
27.36%
3.84%
S
483.38
B
483.47
AAPL
AAPL
Apple
Long
3.24%
28.50%
3.73%
S
271.77
B
271.86
MSFT
MSFT
Microsoft
Long
2.50%
45.03%
3.25%
S
511.10
B
511.16
KO
KO
Coca-Cola
Long
2.22%
8.30%
2.16%
S
71.01
B
71.02
XOM
XOM
Exxon-Mobil
Long
2.21%
7.72%
2.13%
S
118.90
B
119.00
SCHX
SCHX
Schwab US Large-Cap ETF
Long
2.03%
26.09%
2.29%
S
26.50
B
26.51
UDVD.L
UDVD.L
SPDR S&P US Dividend Aristocrats UCITS ETF
Long
1.79%
9.10%
1.75%
S
76.420
B
76.460
HPE
HPE
Hewlett Packard Enterprise Co
Long
1.39%
1.32%
1.27%
S
22.81
B
22.83
V
V
Visa
Long
1.28%
21.08%
1.39%
S
331.51
B
332.29
SCHD
SCHD
Schwab US Dividend Equity ETF
Long
1.28%
2.72%
1.18%
S
27.24
B
27.25
HPQ
HPQ
Hewlett Packard
Long
1.16%
-26.95%
0.76%
S
24.52
B
24.53
MO
MO
Altria Group Inc
Long
1.16%
24.94%
1.30%
S
58.18
B
58.19
KMB
KMB
Kimberly-Clark Corp
Long
1.11%
-21.93%
0.78%
S
103.96
B
103.99
FITB
FITB
Fifth Third Bancorp
Long
1.03%
3.88%
0.96%
S
42.56
B
42.57
JPM
JPM
JPMorgan Chase & Co
Long
1.00%
74.40%
1.56%
S
304.67
B
304.80
STAG
STAG
STAG Industrial Inc.
Long
0.96%
9.96%
0.95%
S
38.42
B
38.43
ARCC
ARCC
Ares Capital Corp
Long
0.90%
2.74%
0.83%
S
20.20
B
20.21
BAC
BAC
Bank of America Corp
Long
0.75%
31.81%
0.89%
S
52.57
B
52.62
DIS
DIS
Walt Disney
Long
0.74%
-40.34%
0.40%
S
106.15
B
106.16
CUBE
CUBE
CubeSmart
Long
0.68%
-24.91%
0.46%
S
36.60
B
36.61
TROW
TROW
T Rowe Price Group Inc
Long
0.68%
-18.07%
0.50%
S
101.67
B
101.68
QYLD
QYLD
Global X Nasdaq 100 Covered Call ETF
Long
0.67%
-23.70%
0.46%
S
17.42
B
17.43
KHC
KHC
Kraft Heinz Co
Long
0.65%
-32.16%
0.39%
S
24.80
B
24.85
SPYD
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
Long
0.64%
2.42%
0.59%
S
42.94
B
42.95
CMCSA
CMCSA
Comcast Corp
Long
0.64%
-31.38%
0.39%
S
27.48
B
27.53
KR
KR
Kroger Co
Long
0.64%
48.28%
0.85%
S
66.70
B
66.72
AWK
AWK
American Water Works Co Inc
Long
0.64%
-28.44%
0.41%
S
131.52
B
131.72
SPY
SPY
SPDR S&P 500 ETF
Long
0.64%
60.52%
0.92%
S
674.17
B
674.23
TD
TD
Toronto-Dominion Bank
Long
0.64%
8.06%
0.62%
S
81.31
B
81.33
VFC
VFC
VF Corp
Long
0.64%
-78.32%
0.12%
S
14.97
B
14.98
AGNC
AGNC
AGNC Investment Corp
Long
0.64%
-45.58%
0.31%
S
10.14
B
10.15
LTC.US
LTC.US
LTC Properties Inc.
Long
0.64%
-8.96%
0.52%
S
36.00
B
36.19
LMT
LMT
Lockheed Martin Corporation
Long
0.64%
21.58%
0.70%
S
465.20
B
465.85
USB
USB
US Bancorp
Long
0.64%
-17.94%
0.47%
S
47.08
B
47.09
CMI
CMI
Cummins Inc (Ex. Cummins Engine Inc)
Long
0.64%
91.12%
1.10%
S
462.34
B
462.80
HD
HD
Home Depot Inc
Long
0.64%
19.80%
0.69%
S
362.70
B
363.50
BMY
BMY
Bristol-Myers Squibb Co
Long
0.58%
-14.93%
0.44%
S
46.64
B
46.65
MRK
MRK
Merck & Co.
Long
0.52%
16.01%
0.54%
S
92.99
B
93.05
QCOM
QCOM
Qualcomm Inc
Long
0.51%
27.27%
0.58%
S
174.56
B
174.61
LHX
LHX
L3Harris
Long
0.51%
39.20%
0.64%
S
289.30
B
289.44
DLR
DLR
Digital Realty Trust Inc
Long
0.51%
24.85%
0.57%
S
158.16
B
158.25
WPC
WPC
WP Carey Inc
Long
0.45%
-16.71%
0.33%
S
67.56
B
67.66
AMGN
AMGN
Amgen Inc
Long
0.38%
51.40%
0.52%
S
336.73
B
336.84
OHI
OHI
Omega Healthcare Investors Inc
Long
0.38%
58.13%
0.54%
S
43.96
B
43.97
EMN
EMN
Eastman Chemical Co
Long
0.38%
-23.37%
0.26%
S
60.20
B
60.27
DUK
DUK
Duke Energy Corp
Long
0.38%
16.33%
0.40%
S
122.64
B
122.66
AOS
AOS
A O Smith Corp
Long
0.38%
2.53%
0.35%
S
64.69
B
64.74
CVX
CVX
Chevron
Long
0.38%
-13.73%
0.30%
S
157.26
B
157.48
DPZ
DPZ
Domino's Pizza Inc
Long
0.38%
17.73%
0.40%
S
410.13
B
410.24
NLOP
NLOP
Net Lease Office Properties
Long
0.29%
-9.52%
0.24%
S
29.57
B
29.76
CME
CME
CME Group
Long
0.26%
68.70%
0.39%
S
285.06
B
285.07
CAH
CAH
Cardinal Health Inc
Long
0.26%
119.50%
0.50%
S
205.28
B
205.43
WBD
WBD
Warner Bros Discovery Inc
Long
0.20%
-5.96%
0.17%
S
23.01
B
23.02
Balance
0.38%
Balance