Index Portfolio

Portfolio Value

Stock Shares Price Total cost basis Value XIRR YoC Avg DGR Min DGR
Total (4 stocks): $ 2420.90 $ 3790.00 11.00% 5.84%
CVX 10 $ 116.89 $ 958.70 $ 1168.90 7.54% 5.59% 5.08% 3.86%
JNJ 10 $ 162.82 $ 904.70 $ 1628.15 11.26% 4.69% 7.19% 6.17%
KO 10 $ 55.12 $ 348.40 $ 551.15 11.59% 4.82% 3.26% 0.08%
MAIN 10 $ 44.17 $ 209.10 $ 441.70 22.46% 12.05% 2.03% 0.37%
Total: $ 2420.90 $ 3790.00 11.00% 5.84%