Index Portfolio

Portfolio Value

Stock (4 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $ 2420.90 $ 3539.15 10.74% 5.52% 5.21%
Chevron Corp. (CVX) 10 $ 104.01 $ 958.70 $ 1040.05 6.12% 5.38% 5.08% 3.86%
Johnson & Johnson (JNJ) 10 $ 163.13 $ 904.70 $ 1631.30 12.23% 4.47% 7.19% 6.17%
Coca-Cola Co (KO) 10 $ 50.49 $ 348.40 $ 504.90 10.96% 4.71% 3.26% 0.08%
Main Street Capital Corporation (MAIN) 10 $ 36.29 $ 209.10 $ 362.90 21.19% 11.76% 2.03% 0.37%
Total: $ 2420.90 $ 3539.15 10.74% 5.52% 5.21%