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 (32): $338,339.45 $422,532.25 $9,370.55 17.87% 2.26%
AAPL 35 $208.65 $5,566.95 $7,302.75 $36.40 14.36% 0.65% 6.28% 5.13%
AMT 65 $209.26 $11,547.05 $13,601.90 $442 21.22% 3.83% 15.06% 11.58%
BKNG 1 $5,140.00 $3,279.95 $5,140 $38.40 81.63% 1.17% - -
CRM 45 $284.82 $12,122.49 $12,817.13 $74.88 12.68% 0.62% - -
FF 1 $4.14 $727.85 $4.14 $0.24 -15.84% 0.03% -5.00% -5.00%
GOOGL 185 $156.92 $25,312.08 $29,030.20 $155.40 14.65% 0.58% - -
HSY 30 $169.63 $5,031.15 $5,088.90 $185.24 16.57% 3.27% 12.43% 10.14%
JNJ 70 $153.58 $11,050.92 $10,750.25 $364 2.09% 3.29% 6.36% 5.56%
JPM 40 $260.08 $5,324.51 $10,403.40 $230.40 41.06% 4.21% 10.17% 5.72%
KO 92 $69.20 $5,348.24 $6,365.94 $189.64 15.00% 3.51% 5.01% 3.51%
LHX 40 $217.44 $8,210.91 $8,697.80 $202.47 7.58% 2.34% 11.88% 7.27%
LMT 38 $472.08 $18,658.60 $17,939.04 $537.45 -7.73% 2.69% 10.34% 7.15%
MA 25 $571.63 $10,062.87 $14,290.75 $81.16 23.24% 0.76% 17.48% 13.58%
MSFT 59 $443.55 $17,781.28 $26,169.45 $205.86 25.15% 1.10% 11.97% 10.19%
NEE 120 $69.81 $8,867.20 $8,377.20 $299.50 -0.62% 3.07% 10.93% 10.14%
NET 100 $139.86 $4,881.30 $13,986 - 65.18% - - -
NKE 133 $62.41 $8,949.30 $8,300.53 $229.82 -26.34% 2.38% 12.65% 10.66%
O 353 $55.82 $18,908.26 $19,704.46 $1,181.90 9.97% 6.02% 2.67% 1.28%
PEP 75 $131.05 $12,489.58 $9,828.75 $426.75 -14.99% 3.42% 8.36% 6.43%
PFE 445 $22.80 $13,559.54 $10,143.78 $770.25 -13.04% 5.64% 4.29% 2.53%
SNOW 25 $178.07 $3,339 $4,451.75 - 14.33% - - -
SPGI 16 $513.63 $7,177.77 $8,218.08 $64.25 19.91% 0.86% 10.85% 9.15%
SPYL.DE 550 $13.74 $7,116.01 $7,558.60 - 9.06% - - -
TROW 199 $96.96 $20,156.78 $19,295.04 $1,104.19 0.60% 5.02% 11.80% 9.23%
TXN 76 $186.97 $13,167.15 $14,209.72 $432.63 14.28% 3.14% 16.95% 6.19%
UBER 80 $83.76 $5,503.20 $6,700.80 - 103.42% - - -
UGI 320 $34.56 $7,832.61 $11,059.20 $506.35 29.57% 6.13% 6.68% 4.35%
UNP 43 $229.46 $10,246.31 $9,866.57 $242.59 -3.62% 2.25% 13.94% 10.40%
V 52 $353.22 $12,953.06 $18,367.44 $138.24 25.22% 0.95% 16.99% 15.99%
VICI 510 $31.28 $14,674.55 $15,950.25 $955.50 14.47% 6.01% 8.04% 7.78%
VWRA.L 450 $143.50 $46,357.05 $64,575 - 17.37% - - -
VZ 101 $42.94 $3,472.98 $4,337.45 $275.05 21.13% 7.88% 2.39% 1.96%
Total: $338,339.45 $422,532.25 $9,370.55 17.87% 2.26%