Index Portfolio
Portfolio Value
| Stock | Shares | Current price | Cost Basis | Current Value | XIRR | Yield on Cost | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|
| Total (4 stocks): | $ 2420.90 | $ 3568.10 | 10.33% | 5.77% | ||||
| CVX | 10 | $ 96.68 | $ 958.70 | $ 966.85 | 5.05% | 5.59% | 5.86% | 3.86% |
| JNJ | 10 | $ 164.23 | $ 904.70 | $ 1642.30 | 11.61% | 4.69% | 7.19% | 6.17% |
| KO | 10 | $ 54.65 | $ 348.40 | $ 546.50 | 11.59% | 4.82% | 5.71% | 3.49% |
| MAIN | 10 | $ 41.25 | $ 209.10 | $ 412.50 | 21.95% | 11.76% | 2.03% | 0.37% |
| Total: | $ 2420.90 | $ 3568.10 | 10.33% | 5.77% |