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 | $ 3586.65 | 10.79% | 5.63% | 5.11% | |||
| Chevron Corp. (CVX) | 10 | $ 102.87 | $ 958.70 | $ 1028.65 | 5.85% | 5.38% | 5.86% | 3.86% |
| Johnson & Johnson (JNJ) | 10 | $ 161.15 | $ 904.70 | $ 1611.50 | 11.84% | 4.47% | 7.19% | 6.17% |
| Coca-Cola Co (KO) | 10 | $ 53.18 | $ 348.40 | $ 531.80 | 11.82% | 4.82% | 5.71% | 3.49% |
| Main Street Capital Corporation (MAIN) | 10 | $ 41.47 | $ 209.10 | $ 414.70 | 22.93% | 11.76% | 2.03% | 0.37% |
| Total: | $ 2420.90 | $ 3586.65 | 10.79% | 5.63% | 5.11% | |||