Demo Portfolio

Portfolio Value

Stock (5 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $1122.57 $4091.24 12.68% 8.08% 4.54%
Chevron Corporation (CVX) 7.42 $112.59 $260.00 $834.88 11.23% 8.62% 3.96% 0.87%
Dover Corporation (DOV) 6.55 $102.74 $142.44 $673.38 16.48% 6.60% 6.69% 5.50%
Johnson & Johnson (JNJ) 6.96 $132.17 $238.60 $919.94 12.70% 7.04% 7.85% 6.35%
McDonald's Corporation (MCD) 7.00 $163.10 $189.13 $1141.16 17.66% 10.68% 9.23% 5.30%
Exxon Mobil Corporation (XOM) 6.73 $77.51 $292.40 $521.89 5.52% 5.27% 5.80% 3.37%
Total: $1122.57 $4091.24 12.68% 8.08% 4.54%