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 · This week
$986.61-$13.39 (-1.34%)
S&P 500: 1,020.25
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 3, 2026 | $1,000.00 | Not available |
| Aug 3, 2026 | $1,000.00 | Not available |
| Aug 3, 2026 | $999.27 | Not available |
| Aug 3, 2026 | $1,000.84 | $1,000.00 |
| Aug 3, 2026 | $1,001.52 | $1,000.71 |
| Aug 3, 2026 | $1,001.01 | $1,000.70 |
| Aug 3, 2026 | $1,000.70 | $1,000.70 |
| Aug 3, 2026 | $1,001.61 | $1,001.08 |
| Aug 3, 2026 | $1,005.29 | $1,001.09 |
| Aug 4, 2026 | $996.05 | $1,003.67 |
| Aug 4, 2026 | $999.91 | $1,005.75 |
| Aug 4, 2026 | $1,002.04 | $1,009.20 |
| Aug 4, 2026 | $1,002.30 | $1,009.20 |
| Aug 4, 2026 | $1,005.18 | $1,010.18 |
| Aug 4, 2026 | $1,008.36 | $1,012.23 |
| Aug 4, 2026 | $1,010.68 | $1,013.57 |
| Aug 4, 2026 | $1,009.37 | $1,014.52 |
| Aug 4, 2026 | $1,008.79 | $1,015.48 |
| Aug 4, 2026 | $1,007.90 | $1,016.76 |
| Aug 4, 2026 | $1,007.39 | $1,016.76 |
| Aug 4, 2026 | $1,008.62 | $1,018.10 |
| Aug 4, 2026 | $1,008.78 | $1,018.10 |
| Aug 4, 2026 | $1,007.61 | $1,018.98 |
| Aug 4, 2026 | $1,007.55 | $1,019.33 |
| Aug 4, 2026 | $1,007.76 | $1,019.14 |
| Aug 4, 2026 | $1,007.82 | $1,019.14 |
| Aug 4, 2026 | $1,008.72 | $1,020.24 |
| Aug 4, 2026 | $1,010.12 | $1,018.81 |
| Aug 5, 2026 | $1,009.05 | $1,023.42 |
| Aug 5, 2026 | $1,007.50 | $1,023.42 |
| Aug 5, 2026 | $1,010.84 | $1,023.90 |
| Aug 5, 2026 | $1,012.17 | $1,024.05 |
| Aug 5, 2026 | $1,010.87 | $1,020.59 |
| Aug 5, 2026 | $1,008.54 | $1,019.56 |
| Aug 5, 2026 | $1,008.00 | $1,019.56 |
| Aug 5, 2026 | $1,010.20 | $1,018.16 |
| Aug 5, 2026 | $1,009.18 | $1,017.89 |
| Aug 5, 2026 | $1,009.48 | $1,018.47 |
| Aug 5, 2026 | $1,010.11 | $1,018.36 |
| Aug 5, 2026 | $1,009.89 | $1,018.36 |
| Aug 5, 2026 | $1,009.16 | $1,018.76 |
| Aug 5, 2026 | $1,008.26 | $1,018.94 |
| Aug 5, 2026 | $1,007.93 | $1,018.94 |
| Aug 5, 2026 | $1,007.66 | $1,018.88 |
| Aug 5, 2026 | $1,008.15 | $1,018.88 |
| Aug 5, 2026 | $1,010.45 | $1,018.90 |
| Aug 6, 2026 | $996.10 | $1,016.65 |
| Aug 6, 2026 | $987.56 | $1,018.27 |
| Aug 6, 2026 | $987.78 | $1,018.27 |
| Aug 6, 2026 | $991.24 | $1,018.58 |
| Aug 6, 2026 | $990.01 | $1,016.40 |
| Aug 6, 2026 | $991.76 | $1,016.01 |
| Aug 6, 2026 | $991.75 | $1,015.33 |
| Aug 6, 2026 | $988.82 | $1,013.80 |
| Aug 6, 2026 | $988.70 | $1,013.80 |
| Aug 6, 2026 | $988.39 | $1,013.96 |
| Aug 6, 2026 | $988.38 | $1,013.94 |
| Aug 6, 2026 | $991.23 | $1,014.38 |
| Aug 6, 2026 | $991.82 | $1,014.38 |
| Aug 6, 2026 | $994.08 | $1,015.83 |
| Aug 6, 2026 | $994.80 | $1,015.83 |
| Aug 6, 2026 | $996.81 | $1,014.95 |
| Aug 6, 2026 | $997.88 | $1,015.38 |
| Aug 6, 2026 | $995.34 | $1,014.39 |
| Aug 7, 2026 | $998.54 | $1,017.86 |
| Aug 7, 2026 | $997.70 | $1,017.86 |
| Aug 7, 2026 | $1,001.35 | $1,017.89 |
| Aug 7, 2026 | $1,001.27 | $1,017.89 |
| Aug 7, 2026 | $1,002.01 | $1,020.72 |
| Aug 7, 2026 | $1,001.47 | $1,020.32 |
| Aug 7, 2026 | $1,000.32 | $1,021.33 |
| Aug 7, 2026 | $999.59 | $1,020.51 |
| Aug 7, 2026 | $998.65 | $1,020.51 |
| Aug 7, 2026 | $997.53 | $1,018.79 |
| Aug 7, 2026 | $998.54 | $1,018.79 |
| Aug 7, 2026 | $998.96 | $1,019.11 |
| Aug 7, 2026 | $999.23 | $1,019.11 |
| Aug 7, 2026 | $999.70 | $1,019.27 |
| Aug 7, 2026 | $999.68 | $1,019.27 |
| Aug 7, 2026 | $996.43 | $1,019.38 |
| Aug 7, 2026 | $995.67 | $1,018.47 |
| Aug 7, 2026 | $994.43 | $1,018.77 |
| Aug 7, 2026 | $996.60 | $1,020.57 |
| Aug 7, 2026 | $997.05 | $1,020.57 |
| Aug 10, 2026 | $994.88 | $1,020.32 |
| Aug 10, 2026 | $989.79 | $1,020.32 |
| Aug 10, 2026 | $984.77 | $1,021.40 |
| Aug 10, 2026 | $984.22 | $1,021.40 |
| Aug 10, 2026 | $986.01 | $1,022.36 |
| Aug 10, 2026 | $987.02 | $1,022.36 |
| Aug 10, 2026 | $986.20 | $1,021.41 |
| Aug 10, 2026 | $986.29 | $1,021.41 |
| Aug 10, 2026 | $986.75 | $1,021.26 |
| Aug 10, 2026 | $986.64 | $1,021.95 |
| Aug 10, 2026 | $987.97 | $1,022.29 |
| Aug 10, 2026 | $987.87 | $1,019.74 |
| Aug 10, 2026 | $987.69 | $1,019.74 |
| Aug 10, 2026 | $986.61 | $1,020.25 |
PortfolioS&P 500
- Time-weighted return
- -1.34%
- Modified Dietz return
- -1.34%
- Normalized wealth
- 986.61
- Holdings
- 5
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 EQIXEquinix, Inc. Common Stock REIT | +33.53% | 1.61 | $1,674.96 | $174.94 |
 LVSLas Vegas Sands Corp. | +20.47% | 22.45 | $1,022.42 | $22.45 |
 ORealty Income Corporation | +17.33% | 14.05 | $865.55 | $65.48 |
 INVHInvitation Homes Inc. Common Stock | +15.66% | 26.24 | $782.19 | -$117.81 |
 ZZillow Group, Inc. Class C Capital Stock | +13.01% | 19.58 | $649.93 | -$849.99 |
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