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 $741,393.09 $12,853.45 12.18% 1.97%
AMT 2.39% 105 $168.72 $18,809.67 $17,715.60 $800.44 0.56% 4.00% 10.64% 6.37%
AMZN 0.80% 26 $227.01 $5,732.18 $5,902.26 - 5.08% - - -
BKNG 0.60% 25 $177.05 $3,279.95 $4,426.25 $42 17.40% 1.28% - -
DUOL 5.03% 311 $119.94 $73,163.44 $37,301.34 - -64.30% - - -
EFX 1.23% 60 $151.93 $13,222.77 $9,115.80 $134.40 -42.86% 1.02% 6.91% 1.41%
GOOG 0.46% 10 $342.19 $2,039.25 $3,421.90 $8.80 84.28% 0.43% - -
GOOGL 9.27% 200 $343.71 $28,843.37 $68,742 $176 51.34% 0.61% - -
HSY 2.24% 94 $176.68 $16,401.40 $16,607.92 $539.51 5.34% 3.33% 11.55% 8.67%
INTU 1.44% 42 $255.07 $15,286.92 $10,712.94 $224.61 -94.12% 1.32% 15.00% 14.44%
JNJ 2.31% 70 $244.88 $11,050.92 $17,141.60 $380.09 17.68% 3.74% 5.99% 5.22%
JPM 2.26% 50 $335.12 $8,474.84 $16,756 $315.23 35.84% 3.54% 12.21% 8.31%
KO 1.16% 107 $80.42 $6,354.42 $8,604.94 $232.49 16.74% 3.57% 5.17% 4.21%
LHX 1.95% 50 $288.52 $11,651.23 $14,426 $250 14.76% 2.15% 9.78% 3.33%
LMT 3.61% 53 $505.02 $25,450.33 $26,766.06 $742.13 7.09% 2.95% 9.01% 5.87%
MA 5.34% 81 $488.92 $39,773.79 $39,602.52 $314.57 0.40% 0.71% 15.66% 13.97%
MCD 0.64% 18 $264.54 $5,011.56 $4,761.72 $106.29 -68.90% 2.67% 9.88% 7.31%
META 1.68% 23 $542.87 $14,134.73 $12,486.01 $48.30 -42.10% 0.34% - -
MSFT 5.62% 118 $352.83 $41,856.72 $41,633.94 $452.42 0.71% 1.03% 10.80% 10.22%
NEE 1.42% 120 $87.70 $8,867.20 $10,524 $306.70 9.21% 4.14% 10.51% 10.12%
NET 3.06% 100 $226.64 $4,881.30 $22,664 - 61.15% - - -
NFLX 2.28% 238 $70.91 $22,634.17 $16,876.58 - -47.08% - - -
O 3.16% 378 $62.04 $20,313.34 $23,451.12 $1,296.36 13.15% 6.05% 4.08% 3.56%
PEP 1.41% 75 $139.52 $12,489.58 $10,464 $452.71 -3.85% 4.00% 7.94% 7.14%
PFE 1.42% 445 $23.67 $13,559.54 $10,533.15 $770.13 -3.80% 6.19% 3.80% 2.47%
SNOW 0.77% 25 $227.06 $3,339 $5,676.50 - 17.63% - - -
SPGI 4.58% 86 $395.14 $38,756.93 $33,982.04 $341.49 -20.26% 0.86% 8.88% 5.83%
SPYL.DE 1.37% 550 $18.46 $7,116.01 $10,154.31 - 21.62% - - -
TROW 3.01% 210 $106.34 $21,147.11 $22,331.40 $1,100.94 7.91% 5.16% 8.92% 3.28%
TXN 4.50% 107 $311.81 $18,168.98 $33,363.67 $646.58 49.11% 3.35% 13.80% 6.39%
UBER 0.78% 80 $72.25 $5,503.20 $5,780 - 3.57% - - -
UGI 1.52% 320 $35.16 $7,832.61 $11,251.20 $482.96 20.10% 6.13% 4.39% 2.46%
UNH 3.53% 63 $415.53 $19,397.08 $26,178.39 $584.64 56.18% 3.01% 18.54% 12.37%
V 4.15% 93 $330.52 $26,194.29 $30,738.36 $280.29 11.30% 0.95% 16.30% 14.82%
VICI 3.04% 850 $26.53 $24,117.02 $22,550.50 $1,536.17 2.29% 6.34% 7.06% 6.32%
VWRA.L 11.34% 450 $186.88 $46,357.05 $84,096 - 20.53% - - -
VZ 0.63% 101 $46.07 $3,472.98 $4,653.07 $287.20 18.51% 8.23% 2.32% 1.92%
Total: $630,863.15 $741,393.09 $12,853.45 12.18% 1.97%