Dividend growth investing Portfolio
In my dividend growth investing portfolio, the goal is to build a passive income from dividends. Currently, the strategy is to just buy and hold forever, but as I learn to better estimate stock value, some dividend stocks might be sold in favor of other dividend stocks :)
Portfolio Value
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Stock | Shares | AVG cost basis | Price | 52w price | Ur CB | Value | Dividends | R G/L% | Ur G/L% | XIRR | FD yield |
---|---|---|---|---|---|---|---|---|---|---|---|
Total (43): | $84,505.48 | $87,092.91 | $3,456.81 | 51.63% | 3.79% | 12.48% | |||||
AAPL | 28 | $104.15 | $183.05 | $3,862.54 | $5,125.40 | $29.21 | 498.35% | 32.70% | 25.49% | 0.54% | |
ABBV | 11 | $92.36 | $160.75 | $1,436.47 | $1,768.25 | $70.67 | 77.09% | 23.10% | 20.96% | 3.87% | |
BBWI | 20 | $102.01 | $47.55 | $1,586.15 | $951 | $16 | -28.85% | -3.10% | -18.14% | 1.65% | |
BMY | 19 | $51.19 | $44.94 | $972.53 | $853.86 | $39.41 | - | -12.20% | -7.22% | 5.36% | |
BNS | 31 | $48.73 | $48.02 | $1,461.53 | $1,488.62 | $97.22 | -14.73% | 1.85% | 5.78% | 6.54% | |
BNS.TO | 8 | $49.79 | $47.60 | $398.31 | $380.77 | $25.49 | - | -4.41% | 3.48% | 6.47% | |
BTI | 105 | $30.30 | $30.67 | $3,173.18 | $3,220.35 | $312.09 | -2.15% | 1.49% | 15.25% | 9.79% | |
COST | 3 | $485.11 | $787.19 | $1,455.33 | $2,361.57 | $14.74 | - | 62.27% | 45.88% | 0.60% | |
CP.TO | 10 | $71.85 | $82.15 | $718.50 | $821.46 | $4.67 | - | 14.33% | 34.14% | 0.67% | |
CVS | 32 | $49.60 | $55.82 | $2,095.03 | $1,786.24 | $78.47 | 41.65% | -14.74% | 6.27% | 4.78% | |
DIS | 25 | $95.77 | $105.79 | $2,394.13 | $2,644.75 | $7.50 | - | 10.47% | 4.15% | 0.85% | |
GILD | 27 | $65.20 | $65.96 | $1,724.05 | $1,780.92 | $83.83 | -5.94% | 3.30% | 4.57% | 4.77% | |
HBH.DE | 13 | $73.69 | $80.34 | $957.94 | $1,044.37 | $39.05 | - | 9.02% | 11.37% | 3.20% | |
IIPR | 41 | $75.46 | $104.43 | $3,490.13 | $4,281.63 | $326.44 | 112.26% | 22.68% | 26.35% | 6.95% | |
INTC | 161 | $31.77 | $29.85 | $5,114.91 | $4,805.85 | $80.50 | - | -6.04% | -0.27% | 1.67% | |
JNJ | 16 | $157.63 | $149.91 | $2,599.34 | $2,398.56 | $82.53 | 31.68% | -7.72% | 0.77% | 3.31% | |
JPM | 14 | $121.46 | $198.77 | $1,700.46 | $2,782.78 | $64.40 | - | 63.65% | 44.52% | 2.33% | |
KMB | 11 | $116.56 | $136.67 | $1,277.62 | $1,503.37 | $54.11 | -0.81% | 17.67% | 7.86% | 3.57% | |
LUMN | 250 | $5.76 | $1.31 | $1,233.57 | $327.50 | - | -38.09% | -73.45% | -41.59% | 0.00% | |
MA | 10 | $346.18 | $456.98 | $3,632.62 | $4,569.80 | $27.13 | 136.94% | 25.80% | 18.89% | 0.58% | |
MMM | 34 | $120.12 | $98.93 | $3,877.98 | $3,363.62 | $246.03 | -38.56% | -13.26% | -5.07% | 6.21% | |
MO | 87 | $44.50 | $44.90 | $3,745.73 | $3,906.30 | $350.44 | -10.44% | 4.29% | 8.19% | 8.77% | |
MPW | 259 | $10.04 | $4.78 | $2,600.78 | $1,238.02 | $158.28 | - | -52.40% | -33.37% | 12.79% | |
MSFT | 2 | $224.63 | $414.74 | $449.27 | $829.48 | $6.14 | - | 84.63% | 59.37% | 0.73% | |
NHI | 24 | $59.55 | $65.30 | $1,429.23 | $1,567.20 | $84.29 | - | 9.65% | 9.73% | 5.50% | |
NKE | 20 | $79.64 | $90.94 | $1,771.75 | $1,818.80 | $30.37 | 68.53% | 2.66% | 6.97% | 1.58% | |
O | 52 | $56.04 | $55.01 | $2,940.79 | $2,860.52 | $164.32 | 12.80% | -1.65% | 5.15% | 5.65% | |
OHI | 42 | $27.60 | $30.69 | $1,177.15 | $1,288.98 | $112.63 | 5.23% | 9.50% | 13.00% | 8.72% | |
POOL | 2 | $335.29 | $374.21 | $670.57 | $748.42 | $10.35 | - | 11.61% | 12.23% | 1.18% | |
SPGI | 5 | $392.38 | $431.57 | $1,961.90 | $2,157.85 | $18.20 | - | 9.99% | 14.29% | 0.84% | |
T | 170 | $18.61 | $17.17 | $3,158.08 | $2,918.90 | $164.98 | -0.60% | -7.57% | 4.64% | 6.46% | |
TSM | 7 | $79.33 | $149.26 | $555.30 | $1,044.82 | $11.98 | - | 88.15% | 57.08% | 1.20% | |
UI | 5 | $107.96 | $127.19 | $539.80 | $635.95 | $14.59 | - | 17.81% | 7078.40% | 2.06% | |
UNP | 8 | $202.27 | $247.40 | $1,618.14 | $1,979.20 | $45.13 | - | 22.31% | 28.45% | 2.11% | |
V | 20 | $196.97 | $280.74 | $4,090.80 | $5,614.80 | $46.97 | 70.19% | 37.25% | 22.27% | 0.75% | |
VFC | 45 | $23.77 | $12.43 | $1,027.64 | $559.35 | $16.02 | -41.72% | -45.42% | -38.62% | 2.83% | |
VICI | 30 | $29.62 | $29.50 | $888.55 | $885 | $53.02 | - | -0.40% | 5.15% | 5.67% | |
VZ | 79 | $43.59 | $40.40 | $3,108.51 | $3,191.60 | $212.24 | -34.74% | 2.67% | 2.48% | 6.69% | |
WBA | 123 | $32.31 | $17.19 | $3,622.73 | $2,114.37 | $123.49 | -48.27% | -41.64% | -22.53% | 5.80% | |
WBD | 74.76 | $11.94 | $8.15 | $827.40 | $609.29 | - | -51.77% | -26.36% | -41.84% | - | |
WEC | 10 | $86.10 | $85.43 | $861.04 | $854.30 | $33.96 | - | -0.78% | 4.19% | 3.90% | |
WTRG | 30 | $46.24 | $39.24 | $1,387.16 | $1,177.20 | $38.66 | - | -15.14% | -2.56% | 3.17% | |
XEL | 15 | $60.72 | $55.46 | $910.85 | $831.90 | $33.38 | - | -8.67% | -2.31% | 3.96% | |
Total: | $84,505.48 | $87,092.91 | $3,456.81 | 51.63% | 3.79% | 12.48% |