Index Portfolio
Portfolio Value
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| Stock | Shares | Price | Adjusted CB | Value | Dividends | XIRR | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|
| Total (4): | $3,566.62 | $5,192.37 | $201.66 | 10.01% | 5.92% | ||||
| CVX | 10 | $160.00 | $958.70 | $1,600 | $66.16 | 9.94% | 6.80% | 5.99% | 4.88% |
| JNJ | 17 | $147.91 | $2,050.42 | $2,514.47 | $85.47 | 7.60% | 3.95% | 6.37% | 5.62% |
| KO | 10 | $60.17 | $348.40 | $601.70 | $19.90 | 10.40% | 5.57% | 11.48% | 3.41% |
| MAIN | 10 | $47.62 | $209.10 | $476.20 | $30.14 | 20.36% | 13.77% | 5.46% | 4.98% |
| Total: | $3,566.62 | $5,192.37 | $201.66 | 10.01% | 5.92% |