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 $750,850.27 $12,853.45 12.97% 1.94%
AMT 2.43% 105 $173.97 $18,809.67 $18,266.85 $800.44 2.54% 4.00% 10.64% 6.37%
AMZN 0.83% 26 $239.42 $5,732.18 $6,224.92 - 15.06% - - -
BKNG 0.61% 25 $182.92 $3,279.95 $4,573 $42 19.47% 1.28% - -
DUOL 5.61% 311 $135.49 $73,163.44 $42,136.64 - -57.08% - - -
EFX 1.25% 60 $156.80 $13,222.77 $9,408.30 $134.40 -40.14% 1.02% 6.91% 1.41%
GOOG 0.46% 10 $348.39 $2,039.25 $3,483.85 $8.80 88.58% 0.43% - -
GOOGL 9.30% 200 $349.28 $28,843.37 $69,856 $176 52.49% 0.61% - -
HSY 2.27% 94 $181.48 $16,401.40 $17,059.12 $539.51 9.77% 3.33% 11.55% 8.67%
INTU 1.50% 42 $267.48 $15,286.92 $11,234.16 $224.61 -91.81% 1.32% 15.00% 14.44%
JNJ 2.23% 70 $239.42 $11,050.92 $16,759.40 $380.09 16.90% 3.74% 5.99% 5.22%
JPM 2.21% 50 $332.13 $8,474.84 $16,606.50 $315.23 35.44% 3.54% 12.21% 8.31%
KO 1.15% 107 $80.74 $6,354.42 $8,639.18 $232.49 16.94% 3.57% 5.17% 4.21%
LHX 1.93% 50 $289.43 $11,651.23 $14,471.50 $250 14.97% 2.15% 9.78% 3.33%
LMT 3.49% 53 $494.12 $25,450.33 $26,188.36 $742.13 5.31% 2.95% 9.01% 5.87%
MA 5.32% 81 $493.37 $39,773.79 $39,962.99 $314.57 1.27% 0.71% 15.66% 13.97%
MCD 0.66% 18 $273.58 $5,011.56 $4,924.53 $106.29 -34.67% 2.67% 9.88% 7.31%
META 1.71% 23 $557.22 $14,134.73 $12,816.05 $48.30 -35.23% 0.34% - -
MSFT 5.83% 118 $371.12 $41,856.72 $43,792.16 $452.42 4.44% 1.03% 10.80% 10.22%
NEE 1.39% 120 $86.72 $8,867.20 $10,406.40 $306.70 8.80% 4.14% 10.51% 10.12%
NET 2.98% 100 $223.52 $4,881.30 $22,352 - 60.52% - - -
NFLX 2.28% 238 $72.02 $22,634.17 $17,141.95 - -45.40% - - -
O 3.11% 378 $61.88 $20,313.34 $23,388.75 $1,296.36 13.04% 6.05% 4.08% 3.56%
PEP 1.42% 75 $142.27 $12,489.58 $10,670.25 $452.71 -3.08% 4.00% 7.94% 7.14%
PFE 1.42% 445 $24.02 $13,559.54 $10,686.68 $770.13 -3.29% 6.19% 3.80% 2.47%
SNOW 0.77% 25 $231.22 $3,339 $5,780.63 - 18.30% - - -
SPGI 4.62% 86 $403.62 $38,756.93 $34,711.32 $341.49 -17.01% 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 $105.42 $21,147.11 $22,138.43 $1,100.94 7.50% 5.16% 8.92% 3.28%
TXN 4.30% 107 $301.67 $18,168.98 $32,278.19 $646.58 46.37% 3.35% 13.80% 6.39%
UBER 0.78% 80 $73.63 $5,503.20 $5,890.40 - 4.99% - - -
UGI 1.48% 320 $34.67 $7,832.61 $11,094.40 $482.96 19.55% 6.13% 4.39% 2.46%
UNH 3.39% 63 $403.96 $19,397.08 $25,449.48 $584.64 50.50% 3.01% 18.54% 12.37%
V 4.10% 93 $330.92 $26,194.29 $30,775.56 $280.29 11.40% 0.95% 16.30% 14.82%
VICI 3.03% 850 $26.78 $24,117.02 $22,763 $1,536.17 2.92% 6.34% 7.06% 6.32%
VWRA.L 11.21% 450 $187.04 $46,357.05 $84,168 - 20.58% - - -
VZ 0.61% 101 $45.52 $3,472.98 $4,597.02 $287.20 18.08% 8.23% 2.32% 1.92%
Total: $630,863.15 $750,850.27 $12,853.45 12.97% 1.94%