
Real estate
- Real estate
This portfolio is focused on investments in real estate-related equities, including REITs, real estate technology firms, and hospitality-based companies. It includes holdings in data center and communications infrastructure REITs such as **Equinix (EQIX)** and **American Tower (AMT)**, traditional real estate investment trusts like **Realty Income Corporation (O)** and **Invitation Homes (INVH)**, as well as companies with indirect real estate exposure like **Las Vegas Sands (LVS)** and **Zillow Group (Z)**. The goal of this portfolio is to achieve a balance between income generation through dividends and capital appreciation by investing in a diverse mix of real estate sectors. 
- Real estate
- #1 / 2
Performance
Growth of $1,000 · Today
S&P 500: 999.51
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 7, 2026 | $1,000.00 | $1,000.00 |
| Aug 7, 2026 | $1,000.17 | $999.49 |
| Aug 7, 2026 | $1,000.74 | $999.49 |
| Aug 7, 2026 | $1,000.74 | $999.44 |
| Aug 7, 2026 | $1,000.42 | $999.27 |
| Aug 7, 2026 | $1,000.97 | $999.50 |
| Aug 10, 2026 | $1,001.26 | $1,001.62 |
| Aug 10, 2026 | $1,000.98 | $1,001.29 |
| Aug 10, 2026 | $1,001.57 | $1,000.72 |
| Aug 10, 2026 | $1,000.98 | $1,000.65 |
| Aug 10, 2026 | $1,000.86 | $1,000.40 |
| Aug 10, 2026 | $1,000.90 | $1,000.25 |
| Aug 10, 2026 | $1,010.07 | $999.43 |
| Aug 10, 2026 | $1,010.06 | $999.04 |
| Aug 10, 2026 | $999.88 | $999.08 |
| Aug 10, 2026 | $994.76 | $999.18 |
| Aug 10, 2026 | $993.18 | $999.28 |
| Aug 10, 2026 | $992.11 | $999.32 |
| Aug 10, 2026 | $991.81 | $999.78 |
| Aug 10, 2026 | $993.04 | $999.78 |
| Aug 10, 2026 | $991.91 | $1,000.27 |
| Aug 10, 2026 | $992.13 | $1,000.62 |
| Aug 10, 2026 | $989.86 | $1,000.96 |
| Aug 10, 2026 | $989.17 | $1,001.21 |
| Aug 10, 2026 | $990.19 | $1,001.32 |
| Aug 10, 2026 | $990.94 | $1,000.89 |
| Aug 10, 2026 | $989.49 | $1,001.42 |
| Aug 10, 2026 | $990.21 | $1,001.45 |
| Aug 10, 2026 | $990.31 | $1,001.44 |
| Aug 10, 2026 | $990.97 | $1,001.69 |
| Aug 10, 2026 | $992.08 | $1,002.17 |
| Aug 10, 2026 | $992.58 | $1,000.88 |
| Aug 10, 2026 | $991.83 | $1,000.39 |
| Aug 10, 2026 | $991.81 | $1,000.60 |
| Aug 10, 2026 | $990.79 | $1,000.51 |
| Aug 10, 2026 | $990.71 | $1,000.68 |
| Aug 10, 2026 | $991.16 | $1,000.90 |
| Aug 10, 2026 | $991.24 | $1,000.87 |
| Aug 10, 2026 | $991.07 | $1,000.64 |
| Aug 10, 2026 | $991.25 | $1,000.20 |
| Aug 10, 2026 | $991.41 | $1,000.07 |
| Aug 10, 2026 | $991.61 | $1,000.67 |
| Aug 10, 2026 | $991.05 | $1,000.42 |
| Aug 10, 2026 | $991.71 | $1,001.25 |
| Aug 10, 2026 | $991.60 | $1,001.38 |
| Aug 10, 2026 | $991.34 | $1,001.15 |
| Aug 10, 2026 | $991.20 | $1,000.96 |
| Aug 10, 2026 | $991.64 | $1,000.72 |
| Aug 10, 2026 | $992.31 | $1,000.55 |
| Aug 10, 2026 | $992.17 | $1,000.61 |
| Aug 10, 2026 | $992.94 | $1,000.18 |
| Aug 10, 2026 | $992.65 | $999.51 |
- Time-weighted return
- -0.73%
- Modified Dietz return
- -0.73%
- Normalized wealth
- 992.65
- Holdings
- 5
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
EQIXEquinix, Inc. Common Stock REIT | +33.41% | 1.61 | $1,670.75 | $170.74 |
LVSLas Vegas Sands Corp. | +20.39% | 22.45 | $1,019.96 | $19.98 |
ORealty Income Corporation | +17.30% | 14.05 | $865.27 | $65.20 |
INVHInvitation Homes Inc. Common Stock | +15.68% | 26.24 | $784.29 | -$115.71 |
ZZillow Group, Inc. Class C Capital Stock | +13.21% | 19.58 | $660.69 | -$839.23 |
Version history
- Merged#79 Remove AMT@dev · Created Mar 11, 2025, 2:06 PMVerification: Unverified
- Merged#58 Increase AMT@dev · Created Mar 1, 2025, 2:34 AMVerification: Unverified
- Merged#56 Add more real estate holdings@dev · Created Feb 28, 2025, 4:15 PMDiversifying more into real estate stocks since we are too dependent on 2 right now. Verification: Unverified
- Merged#45 Dd test@dev · Created Feb 23, 2025, 3:41 AMVerification: Verified
- Merged#43 Dd@dev · Created Feb 23, 2025, 12:31 AMVerification: Verified
- Merged#4 Initial change@dev · Created Feb 17, 2025, 9:17 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified




