Demo Portfolio

Portfolio Value

Stock (5 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $1122.57 $4134.79 13.03% 8.04% 6.45%
Chevron Corporation (CVX) 7.35 $115.70 $260.00 $849.96 11.59% 8.31% 6.40% 3.28%
Dover Corporation (DOV) 6.32 $94.71 $142.44 $598.92 15.68% 6.60% 11.71% 9.92%
Johnson & Johnson (JNJ) 6.92 $140.06 $238.60 $968.99 13.54% 7.04% 8.29% 6.74%
McDonald's Corporation (MCD) 6.96 $169.05 $189.13 $1175.88 18.43% 10.68% 11.34% 4.98%
Exxon Mobil Corporation (XOM) 6.67 $81.10 $292.40 $541.04 5.91% 5.27% 8.17% 6.63%
Total: $1122.57 $4134.79 13.03% 8.04% 6.45%