Index Portfolio
Portfolio Value
| Stock | Shares | Price | Total cost basis | Value | XIRR | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|
| Total (4 stocks): | $ 2420.90 | $ 3680.00 | 10.67% | 5.83% | ||||
| CVX | 10 | $ 109.58 | $ 958.70 | $ 1095.80 | 6.65% | 5.59% | 5.08% | 3.86% |
| JNJ | 10 | $ 161.34 | $ 904.70 | $ 1613.40 | 11.25% | 4.69% | 7.19% | 6.17% |
| KO | 10 | $ 54.48 | $ 348.40 | $ 544.80 | 11.52% | 4.82% | 3.26% | 0.08% |
| MAIN | 10 | $ 42.60 | $ 209.10 | $ 426.00 | 22.23% | 12.05% | 2.03% | 0.37% |
| Total: | $ 2420.90 | $ 3680.00 | 10.67% | 5.83% |