Demo Portfolio

Portfolio Value

Stock (5 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $1122.57 $2907.15 12.84% 7.71% 6.46%
Chevron Corporation (CVX) 5.33 $104.45 $260.00 $557.11 11.83% 8.31% 6.40% 3.28%
Dover Corporation (DOV) 5.19 $77.74 $142.44 $403.46 14.17% 6.18% 11.71% 9.92%
Johnson & Johnson (JNJ) 5.21 $136.05 $238.60 $709.15 13.56% 7.04% 8.29% 6.74%
McDonald's Corporation (MCD) 5.23 $154.80 $189.13 $810.01 18.47% 9.94% 11.34% 4.98%
Exxon Mobil Corporation (XOM) 5.27 $81.08 $292.40 $427.43 6.37% 5.27% 8.17% 6.63%
Total: $1122.57 $2907.15 12.84% 7.71% 6.46%