Index Portfolio

Portfolio Value

Stock Shares Price Adjusted CB Value Dividends XIRR YoC Avg DGR Min DGR
Total (4): $3,566.62 $5,241.34 $202.97 10.16% 6.00%
CVX 10 $161.92 $958.70 $1,619.20 $66.16 10.05% 6.80% 5.99% 4.88%
JNJ 17 $149.12 $2,050.42 $2,535.04 $87.87 7.86% 4.11% 6.37% 5.62%
KO 10 $60.55 $348.40 $605.50 $19.40 10.46% 5.57% 11.48% 3.41%
MAIN 10 $48.16 $209.10 $481.60 $29.53 20.44% 13.77% 5.46% 4.98%
Total: $3,566.62 $5,241.34 $202.97 10.16% 6.00%