📊
US Dividend Growth Pie
This is a long term US dividend compounding machine, set up an automatic investment for every Monday and then sit back, relax and enjoy the profits long term! (Ps. LONG TERM HOLDERS ONLY, PATIENCE IS KEY) From the Geordie Pig: https://www.youtube.com/@TheGeordiePig
weekly rebalance20 target positionsequal_weight
⚠️ Paper Portfolio: This is a simulated portfolio for educational purposes. Not investment advice.
NAV
$101,570
Total Return
+1.57%
Dividends
$295
Holdings
10
Avg Yield
2.91%
Max Drawdown
-2.31%
Pending Dividends
$64
2 payments awaiting
Performance (Last 90 Days)
Dec 20, 2025Today
Current Holdings (10)
Total Value: $101,459
| Stock | Shares | Price | Value | Target | Actual | Drift | G/L | Yield |
|---|---|---|---|---|---|---|---|---|
| VICI VICI Properties Inc. | 428 | $28.54 | $12,215 | 12.0% | 12.0% | 0.0% | +3.03% | 6.2% |
| GOOG Alphabet Inc. | 37 | $328.44 | $12,152 | 12.0% | 12.0% | 0.0% | +6.43% | 0.3% |
| UNH UnitedHealth Group Incorporated | 32 | $356.26 | $11,400 | 11.0% | 11.2% | 0.2% | +8.81% | 2.5% |
| CVX Chevron Corporation | 67 | $166.72 | $11,170 | 11.0% | 11.0% | 0.0% | +12.87% | 4.1% |
| PYPL PayPal Holdings, Inc. | 198 | $56.62 | $11,211 | 11.0% | 11.0% | 0.0% | -5.33% | 0.2% |
| MA Mastercard Incorporated | 21 | $524.74 | $11,020 | 11.0% | 10.9% | 0.1% | -8.30% | 0.6% |
| ZTS Zoetis Inc. | 89 | $124.05 | $11,040 | 11.0% | 10.9% | 0.1% | +1.48% | 1.6% |
| OBDC Blue Owl Capital Corporation | 813 | $12.48 | $10,146 | 10.0% | 10.0% | 0.0% | -1.34% | 12.5% |
| V Visa Inc. | 31 | $326.18 | $10,112 | 10.0% | 10.0% | 0.0% | -6.61% | 0.7% |
| AAPL Apple Inc. | 4 | $248.04 | $992 | 1.0% | 1.0% | 0.0% | -9.37% | 0.4% |
Portfolio Details
- Initial Capital
- $100,000
- Cash Balance
- $112
- Created
- Dec 20, 2025
- Last Updated
- Jan 24, 2026
Return Breakdown
- Unrealized Gains
- +$866
- Realized Gains
- +$0
- Dividends
- +$295
- Total Return
- +$1,570
Strategy Rules
Recent Trades
Portfolio History
| Date | Type | Symbol | Shares | Price | Days | Price P&L | Div | Net P&L | Reason |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | BUY | GOOG | 1 | $328.43 | — | — | — | — | target rebalance buy |
| Jan 24, 2026 | SELL | VICI | 1 | $28.54 | 17d | $0.94 | — | $0.94 | target rebalance sell |
| Jan 24, 2026 | SELL | PYPL | 3 | $56.62 | 26d | -$7.82 | — | -$7.82 | target rebalance sell |
| Jan 24, 2026 | SELL | UNH | 1 | $356.26 | 32d | $31.60 | — | $31.60 | target rebalance sell |
| Jan 24, 2026 | BUY | OBDC | 11 | $12.48 | — | — | — | — | target rebalance buy |
| Jan 21, 2026 | BUY | PYPL | 5 | $55.48 | — | — | — | — | target rebalance buy |
| Jan 21, 2026 | BUY | V | 1 | $324.39 | — | — | — | — | target rebalance buy |
| Jan 21, 2026 | SELL | VICI | 10 | $28.38 | 15d | $5.25 | — | $5.25 | target rebalance sell |
| Jan 21, 2026 | SELL | CVX | 1 | $167.62 | — | — | — | — | target rebalance sell |
| Jan 21, 2026 | SELL | OBDC | 6 | $12.66 | 21d | $1.08 | $294.52 | $295.60 | target rebalance sell |
| Jan 21, 2026 | BUY | MA | 1 | $529.22 | — | — | — | — | target rebalance buy |
| Jan 13, 2026 | SELL | GOOG | 2 | $338.66 | 8d | $46.00 | — | $46.00 | target rebalance sell |
| Jan 13, 2026 | BUY | PYPL | 2 | $56.51 | — | — | — | — | target rebalance buy |
| Jan 13, 2026 | BUY | ZTS | 1 | $124.47 | — | — | — | — | target rebalance buy |
| Jan 13, 2026 | BUY | V | 1 | $327.05 | — | — | — | — | target rebalance buy |
| Jan 13, 2026 | BUY | MA | 1 | $539.41 | — | — | — | — | target rebalance buy |
| Jan 13, 2026 | SELL | VICI | 1 | $27.60 | 8d | -$0.72 | — | -$0.72 | target rebalance sell |
| Jan 13, 2026 | SELL | OBDC | 4 | $12.49 | 17d | -$0.98 | — | -$0.98 | target rebalance sell |
| Jan 13, 2026 | SELL | CVX | 4 | $165.45 | 7d | $35.64 | — | $35.64 | target rebalance sell |
| Jan 8, 2026 | SELL | OBDC | 15 | $12.68 | 15d | $1.33 | — | $1.33 | target rebalance sell |
Showing 1–20 of 70
Page 1 of 4