Index Portfolio
Portfolio Value
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| Stock | Shares | Price | Adjusted CB | Value | Dividends | XIRR | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|
| Total (4): | $3,566.62 | $5,268.79 | $202.97 | 10.22% | 6.00% | ||||
| CVX | 10 | $162.41 | $958.70 | $1,624.10 | $66.16 | 10.08% | 6.80% | 5.99% | 4.88% |
| JNJ | 17 | $150.12 | $2,050.42 | $2,552.04 | $87.87 | 7.97% | 4.11% | 6.37% | 5.62% |
| KO | 10 | $60.64 | $348.40 | $606.45 | $19.40 | 10.48% | 5.57% | 11.48% | 3.41% |
| MAIN | 10 | $48.62 | $209.10 | $486.20 | $29.53 | 20.52% | 13.77% | 5.46% | 4.98% |
| Total: | $3,566.62 | $5,268.79 | $202.97 | 10.22% | 6.00% |