Index Portfolio
Portfolio Value
| Stock (4 stocks) | Shares | Current price | Cost Basis | Current Value | XIRR | Yield on Cost | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|
| Total: | $ 2420.90 | $ 3539.15 | 10.74% | 5.52% | 5.21% | |||
| Chevron Corp. (CVX) | 10 | $ 104.01 | $ 958.70 | $ 1040.05 | 6.12% | 5.38% | 5.08% | 3.86% |
| Johnson & Johnson (JNJ) | 10 | $ 163.13 | $ 904.70 | $ 1631.30 | 12.23% | 4.47% | 7.19% | 6.17% |
| Coca-Cola Co (KO) | 10 | $ 50.49 | $ 348.40 | $ 504.90 | 10.96% | 4.71% | 3.26% | 0.08% |
| Main Street Capital Corporation (MAIN) | 10 | $ 36.29 | $ 209.10 | $ 362.90 | 21.19% | 11.76% | 2.03% | 0.37% |
| Total: | $ 2420.90 | $ 3539.15 | 10.74% | 5.52% | 5.21% | |||