Portfolio Overview

Portfolio: IBKR PublicPublic, read-only portfolioSnapshot: 2026-10-25

MY IBKR Public portfolio

$70,180.50

-$65.62Daily change at snapshot

Published currencyUSD

+$36,058.10

Including dividends

Total return (%)+81.30%

Current annual run rate ÷ 12

Dividends received · all time$8,130.30

Yield2.20%

Yield on cost3.32%

Portfolio Holdings

Ticker / Company	Shares
AAPL Apple Inc.	35
KO The Coca-Cola Company	70
MSFT Microsoft Corporation Common Stock	40
SCHD Schwab U.S. Dividend Equity ETF	195
JNJ Johnson & Johnson	37
MAIN Main Street Capital Corporation	95
O Realty Income Corp.	155

Apple Inc.

Shares35

The Coca-Cola Company

Shares70

Microsoft Corporation Common Stock

Shares40

Schwab U.S. Dividend Equity ETF

Shares195

Johnson & Johnson

Shares37

Main Street Capital Corporation

Shares95

Realty Income Corp.

Shares155