Index Portfolio

Portfolio Value

Stock (4 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: 2420.90 USD 3223.55 USD 9.37% 5.49% 4.84%
Chevron Corp. (CVX) 10 90.05 USD 958.70 USD 900.45 USD 3.73% 4.97% 4.02% 2.51%
Johnson & Johnson (JNJ) 10 148.22 USD 904.70 USD 1482.15 USD 10.96% 4.20% 7.34% 5.99%
Coca-Cola Co (KO) 10 52.03 USD 348.40 USD 520.25 USD 11.86% 4.59% 3.98% 0.56%
Main Street Capital Corporation (MAIN) 10 32.07 USD 209.10 USD 320.70 USD 19.76% 14.35% 4.48% 3.62%
Total: 2420.90 USD 3223.55 USD 9.37% 5.49% 4.84%