Index Portfolio

Portfolio Value

Stock Shares Price Total cost basis Value XIRR YoC Avg DGR Min DGR
Total (4 stocks): $ 2420.90 $ 3680.00 10.67% 5.83%
CVX 10 $ 109.58 $ 958.70 $ 1095.80 6.65% 5.59% 5.08% 3.86%
JNJ 10 $ 161.34 $ 904.70 $ 1613.40 11.25% 4.69% 7.19% 6.17%
KO 10 $ 54.48 $ 348.40 $ 544.80 11.52% 4.82% 3.26% 0.08%
MAIN 10 $ 42.60 $ 209.10 $ 426.00 22.23% 12.05% 2.03% 0.37%
Total: $ 2420.90 $ 3680.00 10.67% 5.83%