Index Portfolio

Portfolio Value

Stock (4 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin 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%