Index Portfolio
Portfolio Value
| Stock | Shares | Price | Total cost basis | Value | XIRR | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|
| Total (4 stocks): | $ 2420.90 | $ 3790.00 | 11.00% | 5.84% | ||||
| CVX | 10 | $ 116.89 | $ 958.70 | $ 1168.90 | 7.54% | 5.59% | 5.08% | 3.86% |
| JNJ | 10 | $ 162.82 | $ 904.70 | $ 1628.15 | 11.26% | 4.69% | 7.19% | 6.17% |
| KO | 10 | $ 55.12 | $ 348.40 | $ 551.15 | 11.59% | 4.82% | 3.26% | 0.08% |
| MAIN | 10 | $ 44.17 | $ 209.10 | $ 441.70 | 22.46% | 12.05% | 2.03% | 0.37% |
| Total: | $ 2420.90 | $ 3790.00 | 11.00% | 5.84% |