Demo Portfolio

Portfolio Value

Stock (5 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $1122.57 $4118.67 12.12% 7.94% 1.59%
Chevron Corporation (CVX) 7.55 $117.80 $260.00 $889.84 11.25% 9.62% 3.96% 0.87%
Dover Corporation (DOV) 7.07 $83.95 $142.44 $593.61 14.56% 4.29% 6.69% 5.50%
Johnson & Johnson (JNJ) 7.00 $134.47 $238.60 $941.90 12.38% 8.02% 7.85% 6.35%
McDonald's Corporation (MCD) 7.15 $161.15 $189.13 $1151.81 16.96% 8.87% 7.95% -1.62%
Exxon Mobil Corporation (XOM) 6.92 $78.26 $292.40 $541.51 5.53% 7.06% 4.54% -2.96%
Total: $1122.57 $4118.67 12.12% 7.94% 1.59%