Demo Portfolio

Portfolio Value

Stock (5 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $1122.57 $2910.53 12.76% 7.72% 6.52%
Chevron Corporation (CVX) 5.33 $104.80 $260.00 $558.98 11.77% 8.31% 6.40% 3.28%
Dover Corporation (DOV) 5.19 $83.46 $142.44 $433.14 14.74% 6.18% 11.71% 9.92%
Johnson & Johnson (JNJ) 5.21 $129.70 $238.60 $676.05 13.01% 7.04% 8.29% 6.74%
McDonald's Corporation (MCD) 5.23 $156.90 $189.13 $821.00 18.44% 9.94% 11.34% 4.98%
Exxon Mobil Corporation (XOM) 5.27 $79.93 $292.40 $421.37 6.19% 5.27% 8.17% 6.63%
Total: $1122.57 $2910.53 12.76% 7.72% 6.52%