Index Portfolio
Portfolio Value
| Stock (4 stocks) | Shares | Current price | Cost Basis | Current Value | XIRR | Yield on Cost | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|
| Total: | 2420.90 USD | 3367.70 USD | 10.00% | 5.47% | 5.23% | |||
| Chevron Corp. (CVX) | 10 | $ 91.70 | $ 958.70 | $ 917.00 | 4.13% | 5.38% | 5.08% | 3.86% |
| Johnson & Johnson (JNJ) | 10 | $ 163.55 | $ 904.70 | $ 1635.50 | 12.33% | 4.47% | 7.19% | 6.17% |
| Coca-Cola Co (KO) | 10 | $ 48.49 | $ 348.40 | $ 484.90 | 10.37% | 4.71% | 3.26% | 0.08% |
| Main Street Capital Corporation (MAIN) | 10 | $ 33.03 | $ 209.10 | $ 330.30 | 19.99% | 11.76% | 2.03% | 0.37% |
| Total: | $ 2420.90 | $ 3367.70 | 10.00% | 5.47% | 5.23% | |||