
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
- #2 / 2
Performance
Growth of $1,000 · Today
S&P 500: 998.27
| Date | Portfolio | S&P 500 |
|---|---|---|
| Sep 23, 2026 | $1,000.00 | $1,000.00 |
| Sep 23, 2026 | $1,000.84 | $999.75 |
| Sep 23, 2026 | $1,001.81 | $999.80 |
| Sep 23, 2026 | $1,001.66 | $999.75 |
| Sep 23, 2026 | $1,006.95 | $999.87 |
| Sep 23, 2026 | $1,006.96 | $999.87 |
| Sep 23, 2026 | $1,006.74 | $999.68 |
| Sep 24, 2026 | $1,001.48 | $995.29 |
| Sep 24, 2026 | $1,000.63 | $994.96 |
| Sep 24, 2026 | $1,000.61 | $994.09 |
| Sep 24, 2026 | $999.71 | $994.22 |
| Sep 24, 2026 | $999.78 | $993.82 |
| Sep 24, 2026 | $999.80 | $994.22 |
| Sep 24, 2026 | $1,000.39 | $993.87 |
| Sep 24, 2026 | $1,000.35 | $993.88 |
| Sep 24, 2026 | $1,000.36 | $993.42 |
| Sep 24, 2026 | $994.42 | $993.93 |
| Sep 24, 2026 | $996.19 | $994.72 |
| Sep 24, 2026 | $995.83 | $994.15 |
| Sep 24, 2026 | $995.84 | $994.09 |
| Sep 24, 2026 | $995.54 | $994.78 |
| Sep 24, 2026 | $996.76 | $994.54 |
| Sep 24, 2026 | $996.40 | $995.46 |
| Sep 24, 2026 | $996.07 | $994.99 |
| Sep 24, 2026 | $993.10 | $994.31 |
| Sep 24, 2026 | $993.43 | $994.83 |
| Sep 24, 2026 | $996.22 | $995.58 |
| Sep 24, 2026 | $999.27 | $995.23 |
| Sep 24, 2026 | $997.26 | $995.97 |
| Sep 24, 2026 | $995.03 | $996.29 |
| Sep 24, 2026 | $994.48 | $995.81 |
| Sep 24, 2026 | $993.35 | $996.18 |
| Sep 24, 2026 | $992.48 | $996.17 |
| Sep 24, 2026 | $992.85 | $996.84 |
| Sep 24, 2026 | $992.23 | $997.58 |
| Sep 24, 2026 | $990.22 | $997.99 |
| Sep 24, 2026 | $991.08 | $997.68 |
| Sep 24, 2026 | $991.48 | $997.92 |
| Sep 24, 2026 | $991.21 | $997.45 |
| Sep 24, 2026 | $991.53 | $997.67 |
| Sep 24, 2026 | $990.69 | $997.42 |
| Sep 24, 2026 | $991.88 | $997.50 |
| Sep 24, 2026 | $991.40 | $996.69 |
| Sep 24, 2026 | $989.58 | $996.74 |
| Sep 24, 2026 | $988.89 | $996.14 |
| Sep 24, 2026 | $989.18 | $995.67 |
| Sep 24, 2026 | $988.62 | $995.53 |
| Sep 24, 2026 | $989.21 | $995.16 |
| Sep 24, 2026 | $988.93 | $994.13 |
| Sep 24, 2026 | $989.50 | $994.82 |
| Sep 24, 2026 | $989.86 | $995.65 |
| Sep 24, 2026 | $989.31 | $994.57 |
| Sep 24, 2026 | $988.95 | $994.42 |
| Sep 24, 2026 | $989.62 | $994.66 |
| Sep 24, 2026 | $989.42 | $995.17 |
| Sep 24, 2026 | $988.86 | $994.49 |
| Sep 24, 2026 | $989.27 | $995.38 |
| Sep 24, 2026 | $990.18 | $995.42 |
| Sep 24, 2026 | $989.29 | $995.13 |
| Sep 24, 2026 | $989.68 | $994.83 |
| Sep 24, 2026 | $989.35 | $994.97 |
| Sep 24, 2026 | $993.36 | $999.72 |
| Sep 24, 2026 | $993.95 | $998.97 |
| Sep 24, 2026 | $994.49 | $999.15 |
| Sep 24, 2026 | $994.55 | $998.73 |
| Sep 24, 2026 | $994.33 | $999.88 |
| Sep 24, 2026 | $994.48 | $999.87 |
| Sep 24, 2026 | $994.96 | $1,001.04 |
| Sep 24, 2026 | $994.99 | $1,000.32 |
| Sep 24, 2026 | $996.70 | $1,000.70 |
| Sep 24, 2026 | $994.72 | $1,000.40 |
| Sep 24, 2026 | $995.43 | $1,000.64 |
| Sep 24, 2026 | $995.50 | $1,000.79 |
| Sep 24, 2026 | $993.98 | $999.70 |
| Sep 24, 2026 | $994.20 | $999.45 |
| Sep 24, 2026 | $994.58 | $999.22 |
| Sep 24, 2026 | $995.03 | $998.78 |
| Sep 24, 2026 | $995.05 | $998.90 |
| Sep 24, 2026 | $994.75 | $997.96 |
| Sep 24, 2026 | $993.89 | $998.56 |
| Sep 24, 2026 | $994.19 | $998.32 |
| Sep 24, 2026 | $994.23 | $998.92 |
| Sep 24, 2026 | $992.33 | $997.25 |
| Sep 24, 2026 | $992.73 | $998.68 |
| Sep 24, 2026 | $992.32 | $998.94 |
| Sep 24, 2026 | $992.30 | $999.28 |
| Sep 24, 2026 | $991.63 | $999.16 |
| Sep 24, 2026 | $992.80 | $999.79 |
| Sep 24, 2026 | $991.38 | $999.11 |
| Sep 24, 2026 | $992.97 | $999.93 |
| Sep 24, 2026 | $993.07 | $999.61 |
| Sep 24, 2026 | $994.19 | $999.67 |
| Sep 24, 2026 | $994.46 | $999.88 |
| Sep 24, 2026 | $994.66 | $1,000.19 |
| Sep 24, 2026 | $994.22 | $999.14 |
| Sep 24, 2026 | $994.95 | $999.52 |
| Sep 24, 2026 | $994.38 | $999.36 |
| Sep 24, 2026 | $994.10 | $999.80 |
| Sep 24, 2026 | $994.58 | $999.98 |
| Sep 24, 2026 | $995.51 | $999.72 |
| Sep 24, 2026 | $995.17 | $999.79 |
| Sep 24, 2026 | $995.84 | $999.88 |
| Sep 24, 2026 | $995.39 | $999.71 |
| Sep 24, 2026 | $995.11 | $999.47 |
| Sep 24, 2026 | $994.35 | $1,000.22 |
| Sep 24, 2026 | $991.78 | $999.58 |
| Sep 24, 2026 | $992.46 | $998.77 |
| Sep 24, 2026 | $991.90 | $998.82 |
| Sep 24, 2026 | $992.37 | $998.31 |
| Sep 24, 2026 | $991.94 | $997.74 |
| Sep 24, 2026 | $992.00 | $997.53 |
| Sep 24, 2026 | $992.24 | $997.29 |
| Sep 24, 2026 | $992.07 | $998.27 |
| Sep 24, 2026 | $991.74 | $998.25 |
| Sep 24, 2026 | $992.33 | $998.27 |
- Time-weighted return
- -0.77%
- Modified Dietz return
- -0.77%
- Normalized wealth
- 992.33
- Holdings
- 5
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
EQIXEquinix, Inc. Common Stock REIT | +36.54% | 1.61 | $1,667.12 | $167.11 |
LVSLas Vegas Sands Corp. | +19.02% | 22.45 | $867.77 | -$132.21 |
ORealty Income Corporation | +17.12% | 14.05 | $780.96 | -$19.11 |
INVHInvitation Homes Inc. Common Stock | +15.24% | 26.24 | $695.07 | -$204.93 |
ZZillow Group, Inc. Class C Capital Stock | +12.09% | 19.58 | $551.46 | -$948.46 |
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




