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 | $ 3704.65 | 11.16% | 5.58% | 5.16% | |||
| Chevron Corp. (CVX) | 10 | $ 107.21 | $ 958.70 | $ 1072.05 | 6.38% | 5.38% | 5.08% | 3.86% |
| Johnson & Johnson (JNJ) | 10 | $ 168.65 | $ 904.70 | $ 1686.50 | 12.37% | 4.47% | 7.19% | 6.17% |
| Coca-Cola Co (KO) | 10 | $ 54.28 | $ 348.40 | $ 542.80 | 12.03% | 4.82% | 5.71% | 3.49% |
| Main Street Capital Corporation (MAIN) | 10 | $ 40.33 | $ 209.10 | $ 403.30 | 22.36% | 11.76% | 2.03% | 0.37% |
| Total: | $ 2420.90 | $ 3704.65 | 11.16% | 5.58% | 5.16% | |||