Index Portfolio

Portfolio Value

Stock (4 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $ 2420.90 $ 3586.65 10.79% 5.63% 5.11%
Chevron Corp. (CVX) 10 $ 102.87 $ 958.70 $ 1028.65 5.85% 5.38% 5.86% 3.86%
Johnson & Johnson (JNJ) 10 $ 161.15 $ 904.70 $ 1611.50 11.84% 4.47% 7.19% 6.17%
Coca-Cola Co (KO) 10 $ 53.18 $ 348.40 $ 531.80 11.82% 4.82% 5.71% 3.49%
Main Street Capital Corporation (MAIN) 10 $ 41.47 $ 209.10 $ 414.70 22.93% 11.76% 2.03% 0.37%
Total: $ 2420.90 $ 3586.65 10.79% 5.63% 5.11%