DividendsWork.com

DividendsWork.com portfolio. This portfolio is connected to Interactive Brokers and is automatically updated whenever a transaction is made, with a 1-day delay.

Portfolio Value

Stock % Shares Price Adjusted CB Value FWD Dividends XIRR YoC Avg DGR Min DGR
Total (36): $630,863.15 $751,894.25 $12,853.45 13.06% 1.95%
AMT 2.45% 105 $175.38 $18,809.67 $18,414.38 $800.44 3.06% 4.00% 10.64% 6.37%
AMZN 0.82% 26 $237.78 $5,732.18 $6,182.28 - 13.73% - - -
BKNG 0.61% 25 $184.60 $3,279.95 $4,615.13 $42 20.05% 1.28% - -
DUOL 5.59% 311 $135.08 $73,163.44 $42,010.28 - -57.28% - - -
EFX 1.26% 60 $158.46 $13,222.77 $9,507.30 $134.40 -39.16% 1.02% 6.91% 1.41%
GOOG 0.46% 10 $343.45 $2,039.25 $3,434.50 $8.80 85.44% 0.43% - -
GOOGL 9.15% 200 $343.86 $28,843.37 $68,773 $176 51.45% 0.61% - -
HSY 2.28% 94 $182.30 $16,401.40 $17,136.20 $539.51 10.52% 3.33% 11.55% 8.67%
INTU 1.49% 42 $267.60 $15,286.92 $11,239.35 $224.61 -91.78% 1.32% 15.00% 14.44%
JNJ 2.23% 70 $239.68 $11,050.92 $16,777.60 $380.09 16.94% 3.74% 5.99% 5.22%
JPM 2.22% 50 $333.32 $8,474.84 $16,666.25 $315.23 35.61% 3.54% 12.21% 8.31%
KO 1.15% 107 $80.94 $6,354.42 $8,660.58 $232.49 17.06% 3.57% 5.17% 4.21%
LHX 1.94% 50 $291.93 $11,651.23 $14,596.50 $250 15.48% 2.15% 9.78% 3.33%
LMT 3.51% 53 $497.69 $25,450.33 $26,377.57 $742.13 5.90% 2.95% 9.01% 5.87%
MA 5.34% 81 $495.96 $39,773.79 $40,172.76 $314.57 1.77% 0.71% 15.66% 13.97%
MCD 0.66% 18 $275.03 $5,011.56 $4,950.54 $106.29 -25.74% 2.67% 9.88% 7.31%
META 1.71% 23 $560.01 $14,134.73 $12,880.15 $48.30 -33.74% 0.34% - -
MSFT 5.82% 118 $370.97 $41,856.72 $43,774.46 $452.42 4.41% 1.03% 10.80% 10.22%
NEE 1.39% 120 $87.26 $8,867.20 $10,471.20 $306.70 9.03% 4.14% 10.51% 10.12%
NET 3.00% 100 $225.28 $4,881.30 $22,528.50 - 60.91% - - -
NFLX 2.30% 238 $72.74 $22,634.17 $17,312.12 - -44.18% - - -
O 3.13% 378 $62.18 $20,313.34 $23,502.15 $1,296.36 13.28% 6.05% 4.08% 3.56%
PEP 1.42% 75 $142.62 $12,489.58 $10,696.73 $452.71 -2.98% 4.00% 7.94% 7.14%
PFE 1.42% 445 $24.03 $13,559.54 $10,693.35 $770.13 -3.27% 6.19% 3.80% 2.47%
SNOW 0.76% 25 $227.74 $3,339 $5,693.51 - 17.75% - - -
SPGI 4.62% 86 $404.08 $38,756.93 $34,750.88 $341.49 -16.83% 0.86% 8.88% 5.83%
SPYL.DE 1.35% 550 $18.46 $7,116.01 $10,154.31 - 21.66% - - -
TROW 2.95% 210 $105.68 $21,147.11 $22,193.05 $1,100.94 7.62% 5.16% 8.92% 3.28%
TXN 4.33% 107 $303.97 $18,168.98 $32,524.31 $646.58 47.02% 3.35% 13.80% 6.39%
UBER 0.79% 80 $73.91 $5,503.20 $5,912.80 - 5.28% - - -
UGI 1.48% 320 $34.76 $7,832.61 $11,123.20 $482.96 19.66% 6.13% 4.39% 2.46%
UNH 3.39% 63 $404.74 $19,397.08 $25,498.94 $584.64 50.90% 3.01% 18.54% 12.37%
V 4.12% 93 $333.20 $26,194.29 $30,987.60 $280.29 11.85% 0.95% 16.30% 14.82%
VICI 3.04% 850 $26.93 $24,117.02 $22,890.50 $1,536.17 3.29% 6.34% 7.06% 6.32%
VWRA.L 11.19% 450 $187.04 $46,357.05 $84,168 - 20.58% - - -
VZ 0.62% 101 $45.78 $3,472.98 $4,624.29 $287.20 18.30% 8.23% 2.32% 1.92%
Total: $630,863.15 $751,894.25 $12,853.45 13.06% 1.95%