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 | $ 3595.10 | 10.65% | 5.77% | 5.12% | |||
| Chevron Corp. (CVX) | 10 | $ 102.96 | $ 958.70 | $ 1029.60 | 5.89% | 5.59% | 5.08% | 3.86% |
| Johnson & Johnson (JNJ) | 10 | $ 161.98 | $ 904.70 | $ 1619.80 | 11.70% | 4.69% | 7.19% | 6.17% |
| Coca-Cola Co (KO) | 10 | $ 53.78 | $ 348.40 | $ 537.75 | 11.64% | 4.82% | 3.26% | 0.08% |
| Main Street Capital Corporation (MAIN) | 10 | $ 40.79 | $ 209.10 | $ 407.90 | 22.26% | 11.76% | 2.03% | 0.37% |
| Total: | $ 2420.90 | $ 3595.10 | 10.65% | 5.77% | 5.12% | |||