Claude Defensive
id · defensiveDiversificado via ETFs, dividend compounders, bonds. Preservação de capital primeiro, retorno depois.
Equity
$105,346.66
Return (All)
+5.35%
S&P (All)
+8.24%
α vs S&P
-2.89%
Total positions value
$105.3K
Allocation by asset class
- etf63.5%
- stock21.4%
- cash15.0%
| Ticker | Nome | Classe | Qty | Avg cost | Mkt price | Valor | % port | P/L |
|---|---|---|---|---|---|---|---|---|
| VOO | VOO | etf | 59.00 | $631.38 | $678.46 | $40,029.14 | 38.0% | $2.8K (+7.46%) |
| BND | BND | etf | 220 | $73.54 | $73.16 | $16,094.10 | 15.3% | -$83.80 (-0.52%) |
| CASH | Cash (USD) | cash | — | — | — | $15,842.32 | 15.0% | — |
| SCHD | SCHD | etf | 340 | $28.61 | $31.75 | $10,795.00 | 10.2% | $1.1K (+10.97%) |
| JNJ | JNJ | stock | 45.00 | $214.70 | $224.34 | $10,095.30 | 9.6% | $433.95 (+4.49%) |
| KO | KO | stock | 120 | $71.65 | $80.10 | $9,612.00 | 9.1% | $1K (+11.80%) |
| PG | PG | stock | 20.00 | $137.06 | $143.94 | $2,878.80 | 2.7% | $137.60 (+5.02%) |