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ROTH Portfolio (Shared Portfolio)
Portfolio Value
$22,793.99
-$657.21 (-2.88%)
Last 365 Days
- Dividend Yield
-
4.92%
- Yield on Cost
-
4.97%
- April Income
-
$122.68
- Annual Income
-
$1,069.86
Current Holdings
8 Holdings
-
Diageo PLC ADR (DEO.US)
$140.17
4 Shares
Change:
-0.22%
P/L:
-$0.88 (-0.2%)
-
Enterprise Products Partners LP (EPD.US)
$28.72
50 Shares
Change:
-0.68%
P/L:
$166.25 (13.1%)
-
Harrow Health Inc (HROW.US)
$10.32
103 Shares
Change:
0.28%
P/L:
-$865.20 (-44.9%)
-
Innovative Industrial Properties Inc (IIPR.US)
$98.63
10 Shares
Change:
2.38%
P/L:
-$723.90 (-42.3%)
-
Johnson & Johnson (JNJ.US)
$149.56
7 Shares
Change:
0.78%
P/L:
-$123.06 (-10.5%)
-
Altria Group (MO.US)
$42.87
100 Shares
Change:
0.80%
P/L:
-$52.00 (-1.2%)
-
Schwab U.S. Dividend Equity ETF (SCHD.US)
$77.77
154 Shares
Change:
0.85%
P/L:
$649.88 (5.7%)
-
Simon Property Group Inc (SPG.US)
$143.78
10 Shares
Change:
1.39%
P/L:
$291.70 (25.5%)
| Ticker | Shares | Price | Change | P/L | Avg. Price | Div. Yield | Ann. Income | Y.O.C. | Grade |
|---|---|---|---|---|---|---|---|---|---|
|
Diageo PLC ADR
|
4 | $140.17 | -0.22% | -$0.88 (-0.2%) | $140.39 | 2.31% | $12.96 | 2.31% | |
|
Enterprise Products Partners LP
|
50 | $28.72 | -0.68% | $166.25 (13.1%) | $25.39 | 7.13% | $103.00 | 8.11% | |
|
Harrow Health Inc
|
103 | $10.32 | 0.28% | -$865.20 (-44.9%) | $18.72 | - | - | - | |
|
Innovative Industrial Properties Inc
|
10 | $98.63 | 2.38% | -$723.90 (-42.3%) | $171.02 | 7.38% | $72.80 | 4.26% | |
|
Johnson & Johnson
|
7 | $149.56 | 0.78% | -$123.06 (-10.5%) | $167.14 | 3.32% | $34.72 | 2.97% | |
|
Altria Group
|
100 | $42.87 | 0.80% | -$52.00 (-1.2%) | $43.39 | 9.14% | $392.00 | 9.03% | |
|
Schwab U.S. Dividend Equity ETF
|
154 | $77.77 | 0.85% | $649.88 (5.7%) | $73.55 | 3.14% | $376.38 | 3.32% | |
|
Simon Property Group Inc
|
10 | $143.78 | 1.39% | $291.70 (25.5%) | $114.61 | 5.42% | $78.00 | 6.81% |
