Demo Portfolio

Portfolio Value

Stock (5 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $1122.57 $3036.30 12.98% 7.96% 6.55%
Chevron Corporation (CVX) 5.33 $117.99 $260.00 $629.33 12.65% 8.31% 6.40% 3.28%
Dover Corporation (DOV) 5.19 $92.24 $142.44 $478.71 15.48% 6.60% 11.71% 9.92%
Johnson & Johnson (JNJ) 5.21 $131.17 $238.60 $683.71 12.92% 7.04% 8.29% 6.74%
McDonald's Corporation (MCD) 5.23 $156.26 $189.13 $817.65 18.13% 10.68% 11.34% 4.98%
Exxon Mobil Corporation (XOM) 5.27 $80.98 $292.40 $426.90 6.22% 5.27% 8.17% 6.63%
Total: $1122.57 $3036.30 12.98% 7.96% 6.55%