Demo Portfolio

Portfolio Value

Stock (5 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $1122.57 $4063.45 12.37% 8.08% 4.43%
Chevron Corporation (CVX) 7.49 $122.35 $260.00 $916.28 11.88% 8.62% 3.96% 0.87%
Dover Corporation (DOV) 6.58 $94.79 $142.44 $624.12 15.48% 6.60% 6.69% 5.50%
Johnson & Johnson (JNJ) 7.00 $126.20 $238.60 $883.94 12.12% 7.04% 7.85% 6.35%
McDonald's Corporation (MCD) 7.04 $156.22 $189.13 $1100.01 17.01% 10.68% 9.23% 5.30%
Exxon Mobil Corporation (XOM) 6.80 $79.26 $292.40 $539.09 5.65% 5.27% 5.80% 3.37%
Total: $1122.57 $4063.45 12.37% 8.08% 4.43%