Index Portfolio

Portfolio Value

Stock (4 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $ 2420.90 $ 3721.20 11.00% 5.74% 5.13%
Chevron Corp. (CVX) 10 $ 101.78 $ 958.70 $ 1017.80 5.65% 5.59% 5.08% 3.86%
Johnson & Johnson (JNJ) 10 $ 172.22 $ 904.70 $ 1722.20 12.39% 4.69% 7.19% 6.17%
Coca-Cola Co (KO) 10 $ 57.04 $ 348.40 $ 570.40 12.59% 4.82% 3.26% 0.08%
Main Street Capital Corporation (MAIN) 10 $ 41.08 $ 209.10 $ 410.80 22.12% 11.76% 2.03% 0.37%
Total: $ 2420.90 $ 3721.20 11.00% 5.74% 5.13%