Index Portfolio

Portfolio Value

Stock Shares Price Total cost basis Value XIRR YoC Avg DGR Min DGR
Total (4 stocks): $2,420.90 $4,482.60 12.71% 5.85%
CVX 10 $167.87 $958.70 $1,678.70 11.93% 5.92% 5.79% 4.39%
JNJ 10 $176.85 $904.70 $1,768.50 11.78% 4.69% 6.88% 5.78%
KO 10 $65.72 $348.40 $657.20 13.66% 5.05% 4.79% 2.50%
MAIN 10 $37.82 $209.10 $378.20 20.00% 12.34% 3.14% 2.72%
Total: $2,420.90 $4,482.60 12.71% 5.85%