Index Portfolio

Portfolio Value

Stock (4 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: 2420.90 USD 3367.70 USD 10.00% 5.47% 5.23%
Chevron Corp. (CVX) 10 $ 91.70 $ 958.70 $ 917.00 4.13% 5.38% 5.08% 3.86%
Johnson & Johnson (JNJ) 10 $ 163.55 $ 904.70 $ 1635.50 12.33% 4.47% 7.19% 6.17%
Coca-Cola Co (KO) 10 $ 48.49 $ 348.40 $ 484.90 10.37% 4.71% 3.26% 0.08%
Main Street Capital Corporation (MAIN) 10 $ 33.03 $ 209.10 $ 330.30 19.99% 11.76% 2.03% 0.37%
Total: $ 2420.90 $ 3367.70 10.00% 5.47% 5.23%