Index Portfolio

Portfolio Value

Stock Shares Price Adjusted CB Value Dividends XIRR YoC Avg DGR Min DGR
Total (4): $3,566.62 $5,351.53 $201.73 10.43% 5.84%
CVX 10 $157.74 $958.70 $1,577.40 $65.20 9.86% 6.80% 5.99% 4.88%
JNJ 17 $158.19 $2,050.42 $2,689.23 $84.34 8.78% 3.95% 6.37% 5.62%
KO 10 $61.18 $348.40 $611.80 $19.57 10.66% 5.57% 11.48% 3.41%
MAIN 10 $47.31 $209.10 $473.10 $32.62 20.27% 13.77% 3.38% 2.68%
Total: $3,566.62 $5,351.53 $201.73 10.43% 5.84%