The Experiment

Portfolio Line of Credit

Loan
$21,200.00
Remaining $19,991.70 · 94.30% left
Book Value
$21,174.61
Market Value
$21,165.67
Net Result (incl. distributions)
+$1,258.05
Total distributions
$1,266.99
ROI to date
$-8.94 (-0.04%)
Payoff Projection
3y 4m
Estimated payoff: February 2030
Total interest paid (4.45%/yr)
$156.20
Total principal paid
$1,208.30
Monthly Cash Flow
Monthly distribution
$534.03
Monthly interest
$74.14
Refreshing live quotes…

Holdings

Positions bought with the PLOC loan

HHIS
CAD · Monthly
—
live price loading
Shares
1849
Avg Cost
$10.81
Book Value
$19,996.22
Market Value
—
Dist / Share
$0.270
Div Received
$1,246.59
52W Range
$9.60$14.43
HBTE
CAD · Monthly
—
live price loading
Shares
87
Avg Cost
$13.54
Book Value
$1,178.39
Market Value
—
Dist / Share
$0.400
Div Received
$20.40
52W Range
$11.61$29.87