Simple Portfolio
Apple Inc.
US0378331005 220.0000 shares
€60,258.61
15.25%/year (€29,141.77)
Price return
14.74%/year
€28,254.73
Income return
0.51%/year
€887.04
Cost ratio
0%/year
€0.00
Active return
2.45%/year
SPDR S&P 500 ETF Trust

Unrealized gains and losses

Purchase date
Holding period days
Qty
Purchase price
Purchase fee
Market value
Net gain/loss
Jan 2, 2020 2378 days 64
€4,234.65
$4,739.84
€0.00
€17,529.78
€13,295.13
Jan 4, 2021 2010 days 74
€8,035.53
$9,880.48
€0.00
€20,268.80
€12,233.28
Apr 1, 2021 1923 days 82
€8,474.36
$9,953.98
€0.00
€22,460.03
€13,985.67

Dividends

Upcoming dividends Detailed report

Transactions

Date Type Description Quantity Amount
May 14, 2026
12:00 AM
Dividend
Apple Inc.
€50.76
$59.40
Feb 12, 2026
12:00 AM
Dividend
Apple Inc.
€48.17
$57.20
Nov 13, 2025
12:00 AM
Dividend
Apple Inc.
€49.23
$57.20
Aug 14, 2025
12:00 AM
Dividend
Apple Inc.
€48.93
$57.20
May 15, 2025
12:00 AM
Dividend
Apple Inc.
€51.14
$57.20
Feb 13, 2025
12:00 AM
Dividend
Apple Inc.
€52.94
$55.00
Nov 14, 2024
12:00 AM
Dividend
Apple Inc.
€52.22
$55.00
Aug 15, 2024
12:00 AM
Dividend
Apple Inc.
€49.95
$55.00
May 16, 2024
12:00 AM
Dividend
Apple Inc.
€50.62
$55.00
Feb 15, 2024
12:00 AM
Dividend
Apple Inc.
€49.15
$52.80