Simple Portfolio
The Coca-Cola Company
US1912161007 203.0000 shares
€14,479.38
13.47%/year (€6,785.00)
Price return
9.95%/year
€5,109.19
Income return
3.52%/year
€1,675.81
Cost ratio
0%/year
€0.00
Active return
1.05%/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
Oct 1, 2020 2099 days 203
€8,495.18
$9,983.54
€0.00
€14,479.38
€5,984.20

Dividends

Upcoming dividends Detailed report

Transactions

Date Type Description Quantity Amount
Jul 1, 2026
12:00 AM
Dividend
The Coca-Cola Company
€94.43
$107.59
Apr 1, 2026
12:00 AM
Dividend
The Coca-Cola Company
€92.71
$107.59
Dec 15, 2025
12:00 AM
Dividend
The Coca-Cola Company
€88.09
$103.53
Oct 1, 2025
12:00 AM
Dividend
The Coca-Cola Company
€88.31
$103.53
Jul 1, 2025
12:00 AM
Dividend
The Coca-Cola Company
€87.66
$103.53
Apr 1, 2025
12:00 AM
Dividend
The Coca-Cola Company
€95.97
$103.53
Dec 16, 2024
12:00 AM
Dividend
The Coca-Cola Company
€93.78
$98.46
Oct 1, 2024
12:00 AM
Dividend
The Coca-Cola Company
€88.81
$98.46
Jul 1, 2024
12:00 AM
Dividend
The Coca-Cola Company
€91.63
$98.46
Apr 1, 2024
12:00 AM
Dividend
The Coca-Cola Company
€91.07
$98.46