Index Portfolio

Portfolio Value

Stock (4 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $ 2420.90 $ 3595.10 10.65% 5.77% 5.12%
Chevron Corp. (CVX) 10 $ 102.96 $ 958.70 $ 1029.60 5.89% 5.59% 5.08% 3.86%
Johnson & Johnson (JNJ) 10 $ 161.98 $ 904.70 $ 1619.80 11.70% 4.69% 7.19% 6.17%
Coca-Cola Co (KO) 10 $ 53.78 $ 348.40 $ 537.75 11.64% 4.82% 3.26% 0.08%
Main Street Capital Corporation (MAIN) 10 $ 40.79 $ 209.10 $ 407.90 22.26% 11.76% 2.03% 0.37%
Total: $ 2420.90 $ 3595.10 10.65% 5.77% 5.12%