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 | $ 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% | |||