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 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% | |||