Index Portfolio

Portfolio Value

Stock Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGR Min DGR
Total (4 stocks): $ 2420.90 $ 3568.10 10.33% 5.77%
CVX 10 $ 96.68 $ 958.70 $ 966.85 5.05% 5.59% 5.86% 3.86%
JNJ 10 $ 164.23 $ 904.70 $ 1642.30 11.61% 4.69% 7.19% 6.17%
KO 10 $ 54.65 $ 348.40 $ 546.50 11.59% 4.82% 5.71% 3.49%
MAIN 10 $ 41.25 $ 209.10 $ 412.50 21.95% 11.76% 2.03% 0.37%
Total: $ 2420.90 $ 3568.10 10.33% 5.77%