Demo Portfolio

Portfolio Value

Stock (5 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $1122.57 $4037.56 12.08% 8.33% 4.38%
Chevron Corporation (CVX) 7.55 $124.04 $260.00 $936.98 11.94% 8.62% 3.96% 0.87%
Dover Corporation (DOV) 6.43 $76.82 $142.44 $493.88 13.01% 6.60% 6.69% 5.50%
Johnson & Johnson (JNJ) 7.00 $122.61 $238.60 $858.82 11.69% 7.54% 7.85% 6.35%
McDonald's Corporation (MCD) 7.15 $166.46 $189.13 $1189.76 17.57% 10.68% 9.23% 5.30%
Exxon Mobil Corporation (XOM) 6.92 $80.66 $292.40 $558.12 5.89% 5.61% 5.80% 3.37%
Total: $1122.57 $4037.56 12.08% 8.33% 4.38%