Demo Portfolio

Portfolio Value

Stock (5 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $1122.57 $2873.67 12.85% 7.67% 6.54%
Chevron Corporation (CVX) 5.33 $106.27 $260.00 $566.82 12.07% 8.31% 6.40% 3.28%
Dover Corporation (DOV) 5.19 $83.50 $142.44 $433.35 14.98% 6.18% 11.71% 9.92%
Johnson & Johnson (JNJ) 5.21 $127.52 $238.60 $664.68 13.05% 7.04% 8.29% 6.74%
McDonald's Corporation (MCD) 5.23 $147.82 $189.13 $773.48 18.15% 9.94% 11.34% 4.98%
Exxon Mobil Corporation (XOM) 5.27 $82.58 $292.40 $435.33 6.59% 5.27% 8.17% 6.63%
Total: $1122.57 $2873.67 12.85% 7.67% 6.54%