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 · 5 years
$954.59-$45.41 (-4.54%)
S&P 500: 1,288.18
| Date | Portfolio | S&P 500 |
|---|---|---|
| Feb 18, 2025 | $1,000.00 | Not available |
| Feb 23, 2025 | $1,008.88 | $1,000.00 |
| Mar 2, 2025 | $991.47 | $990.90 |
| Mar 9, 2025 | $1,001.65 | $959.96 |
| Mar 16, 2025 | $969.66 | $938.11 |
| Mar 23, 2025 | $968.29 | $940.06 |
| Mar 30, 2025 | $942.02 | $926.19 |
| Apr 6, 2025 | $893.23 | $842.22 |
| Apr 13, 2025 | $870.92 | $889.99 |
| Apr 20, 2025 | $896.79 | $877.44 |
| Apr 27, 2025 | $932.60 | $917.83 |
| May 4, 2025 | $969.50 | $944.69 |
| May 11, 2025 | $966.86 | $940.66 |
| May 18, 2025 | $984.28 | $990.43 |
| May 25, 2025 | $950.45 | $965.28 |
| Jun 1, 2025 | $972.58 | $982.41 |
| Jun 8, 2025 | $983.84 | $998.67 |
| Jun 15, 2025 | $984.05 | $995.10 |
| Jun 22, 2025 | $979.02 | $990.57 |
| Jun 29, 2025 | $962.43 | $1,024.95 |
| Jul 6, 2025 | $990.55 | $1,042.34 |
| Jul 13, 2025 | $1,004.56 | $1,039.47 |
| Jul 20, 2025 | $1,001.93 | $1,046.07 |
| Jul 27, 2025 | $1,038.11 | $1,061.94 |
| Aug 3, 2025 | $1,015.96 | $1,036.30 |
| Aug 10, 2025 | $1,022.49 | $1,062.07 |
| Aug 17, 2025 | $1,047.70 | $1,072.51 |
| Aug 24, 2025 | $1,068.39 | $1,075.62 |
| Aug 31, 2025 | $1,067.46 | $1,075.19 |
| Sep 7, 2025 | $1,057.91 | $1,078.84 |
| Sep 14, 2025 | $1,063.55 | $1,095.79 |
| Sep 21, 2025 | $1,056.47 | $1,106.28 |
| Sep 28, 2025 | $1,033.89 | $1,103.14 |
| Oct 5, 2025 | $1,007.72 | $1,115.46 |
| Oct 12, 2025 | $975.61 | $1,088.48 |
| Oct 19, 2025 | $993.23 | $1,107.43 |
| Oct 26, 2025 | $1,052.25 | $1,128.86 |
| Nov 2, 2025 | $1,046.02 | $1,136.88 |
| Nov 9, 2025 | $1,053.90 | $1,118.40 |
| Nov 16, 2025 | $1,030.61 | $1,120.00 |
| Nov 23, 2025 | $1,025.88 | $1,098.49 |
| Nov 30, 2025 | $1,054.75 | $1,139.10 |
| Dec 7, 2025 | $1,039.99 | $1,142.93 |
| Dec 14, 2025 | $1,035.27 | $1,136.38 |
| Dec 21, 2025 | $1,024.35 | $1,134.43 |
| Dec 28, 2025 | $1,029.79 | $1,150.63 |
| Jan 4, 2026 | $1,016.17 | $1,138.73 |
| Jan 11, 2026 | $1,007.97 | $1,156.90 |
| Jan 18, 2026 | $1,020.95 | $1,152.88 |
| Jan 25, 2026 | $1,016.30 | $1,148.83 |
| Feb 1, 2026 | $978.70 | $1,153.40 |
| Feb 8, 2026 | $981.98 | $1,151.15 |
| Feb 15, 2026 | $980.57 | $1,136.36 |
| Feb 22, 2026 | $983.23 | $1,137.15 |
| Mar 1, 2026 | $975.72 | $1,145.38 |
| Mar 8, 2026 | $975.06 | $1,140.38 |
| Mar 15, 2026 | $953.42 | $1,130.78 |
| Mar 22, 2026 | $965.08 | $1,115.62 |
| Mar 29, 2026 | $961.85 | $1,096.84 |
| Apr 5, 2026 | $936.92 | $1,053.39 |
| Apr 12, 2026 | $957.16 | $1,098.33 |
| Apr 19, 2026 | $968.13 | $1,133.54 |
| Apr 26, 2026 | $1,032.15 | $1,173.58 |
| May 3, 2026 | $1,013.47 | $1,192.07 |
| May 10, 2026 | $1,018.19 | $1,201.49 |
| May 17, 2026 | $994.30 | $1,232.29 |
| May 24, 2026 | $969.23 | $1,235.54 |
| May 31, 2026 | $964.98 | $1,251.11 |
| Jun 7, 2026 | $970.14 | $1,259.89 |
| Jun 14, 2026 | $957.25 | $1,241.73 |
| Jun 21, 2026 | $948.14 | $1,244.69 |
| Jun 28, 2026 | $956.22 | $1,215.10 |
| Jul 5, 2026 | $941.04 | $1,241.42 |
| Jul 12, 2026 | $943.93 | $1,258.38 |
| Jul 19, 2026 | $944.07 | $1,238.94 |
| Jul 26, 2026 | $952.44 | $1,231.67 |
| Aug 2, 2026 | $952.60 | $1,245.17 |
| Aug 9, 2026 | $946.18 | $1,288.90 |
| Aug 10, 2026 | $938.20 | $1,288.18 |
PortfolioS&P 500
- Time-weighted return
- -4.54%
- Modified Dietz return
- -6.00%
- Normalized wealth
- 954.59
- 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