Dividend growth investing Portfolio
In my dividend growth investing portfolio, the goal is to build a passive income from dividends. Currently, the strategy is to just buy and hold forever, but as I learn to better estimate stock value, some dividend stocks might be sold in favor of other dividend stocks :)
Portfolio Value
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Stock | Shares | AVG cost basis | Price | 52w price | Ur CB | Value | Dividends | R G/L% | Ur G/L% | XIRR | FD yield |
---|---|---|---|---|---|---|---|---|---|---|---|
Total (43): | $85,498.77 | $88,168.97 | $3,500.39 | 52.38% | 3.81% | 12.30% | |||||
AAPL | 28 | $104.15 | $168.73 | $3,862.54 | $4,724.44 | $28.43 | 498.35% | 22.31% | 22.55% | 0.58% | |
ABBV | 11 | $92.36 | $167.95 | $1,436.47 | $1,847.45 | $70.67 | 77.09% | 28.61% | 22.44% | 3.66% | |
ALLY | 93 | $28.30 | $39.54 | $2,631.65 | $3,677.22 | $128.35 | - | 39.73% | 29.36% | 3.02% | |
BBWI | 20 | $102.01 | $45.15 | $1,586.15 | $903 | $16 | -28.85% | -7.99% | -19.43% | 1.77% | |
BMY | 7 | $62.85 | $48.94 | $439.97 | $342.55 | $17.17 | - | -22.14% | -5.29% | 4.90% | |
BNS | 31 | $48.73 | $46.68 | $1,461.53 | $1,447.24 | $97.22 | -14.73% | -0.98% | 4.93% | 6.63% | |
BNS.TO | 8 | $49.79 | $46.37 | $398.31 | $370.97 | $25.01 | - | -6.87% | 1.07% | 6.56% | |
BTI | 105 | $30.30 | $29.48 | $3,173.18 | $3,095.93 | $312.09 | -2.15% | -2.43% | 12.64% | 10.05% | |
COST | 3 | $485.11 | $722.81 | $1,455.33 | $2,168.43 | $14.74 | - | 49.00% | 38.71% | 0.64% | |
CP.TO | 10 | $71.85 | $82.59 | $718.50 | $825.95 | $5.10 | - | 14.96% | 40.05% | 0.63% | |
CVS | 22 | $46.42 | $67.92 | $1,529.03 | $1,494.24 | $58.52 | 41.65% | -2.28% | 9.43% | 3.88% | |
DIS | 25 | $95.77 | $113.52 | $2,394.13 | $2,838 | $7.50 | - | 18.54% | 6.69% | 0.26% | |
GILD | 27 | $65.20 | $66.85 | $1,724.05 | $1,804.84 | $83.83 | -5.94% | 4.69% | 4.92% | 4.59% | |
HBH.DE | 13 | $73.69 | $78.95 | $957.94 | $1,026.41 | $39.05 | - | 7.15% | 9.97% | 3.20% | |
IIPR | 41 | $75.46 | $98.76 | $3,490.13 | $4,049.16 | $317.03 | 112.26% | 16.02% | 24.03% | 7.38% | |
INTC | 161 | $31.77 | $34.72 | $5,114.91 | $5,589.12 | $84.22 | - | 9.27% | 7.21% | 1.46% | |
JNJ | 16 | $157.63 | $148.37 | $2,599.34 | $2,373.92 | $82.70 | 31.68% | -8.67% | 0.25% | 3.32% | |
JPM | 14 | $121.46 | $192.48 | $1,700.46 | $2,694.72 | $64.40 | - | 58.47% | 42.91% | 2.39% | |
KMB | 11 | $116.56 | $137.47 | $1,277.62 | $1,512.17 | $53.68 | -0.81% | 18.36% | 8.09% | 3.59% | |
LUMN | 250 | $5.76 | $1.29 | $1,233.57 | $322.50 | - | -38.09% | -73.86% | -42.79% | - | |
MA | 10 | $346.18 | $462.87 | $3,632.62 | $4,628.70 | $27.13 | 136.94% | 27.42% | 20.23% | 0.57% | |
MMM | 34 | $120.12 | $91.93 | $3,877.98 | $3,125.62 | $246.03 | -38.56% | -19.40% | -9.07% | 6.50% | |
MO | 87 | $44.50 | $42.92 | $3,745.73 | $3,734.48 | $347.31 | -10.44% | -0.30% | 6.73% | 9.14% | |
MPW | 259 | $10.04 | $4.59 | $2,600.78 | $1,188.84 | $158.28 | - | -54.29% | -35.93% | 12.92% | |
MSFT | 2 | $224.63 | $408.70 | $449.27 | $817.41 | $6.14 | - | 81.94% | 60.08% | 0.74% | |
NHI | 24 | $59.55 | $62.42 | $1,429.23 | $1,497.96 | $84.29 | - | 4.81% | 8.05% | 5.74% | |
NKE | 20 | $79.64 | $94.68 | $1,771.75 | $1,893.60 | $30.37 | 68.53% | 6.88% | 8.44% | 1.57% | |
O | 52 | $56.04 | $53.64 | $2,940.79 | $2,789.54 | $163.11 | 12.80% | -4.09% | 4.03% | 5.78% | |
OHI | 42 | $27.60 | $30.70 | $1,177.15 | $1,289.40 | $112.84 | 5.23% | 9.54% | 13.15% | 8.73% | |
POOL | 2 | $335.29 | $374.73 | $670.57 | $749.46 | $10.35 | - | 11.76% | 12.94% | 1.17% | |
SPGI | 5 | $392.38 | $413.95 | $1,961.90 | $2,069.75 | $18.80 | - | 5.50% | 8.55% | 0.88% | |
T | 170 | $18.61 | $16.84 | $3,158.08 | $2,861.95 | $164.98 | -0.60% | -9.38% | 4.08% | 6.73% | |
TSM | 7 | $79.33 | $132.51 | $555.30 | $927.57 | $11.98 | - | 67.04% | 46.45% | 1.28% | |
UNP | 8 | $202.27 | $231.82 | $1,618.14 | $1,854.56 | $45.13 | - | 14.61% | 20.43% | 2.20% | |
V | 20 | $196.97 | $275.88 | $4,090.80 | $5,517.50 | $49.74 | 70.19% | 34.88% | 21.65% | 0.76% | |
VFC | 45 | $23.77 | $13.08 | $1,027.64 | $588.60 | $16.02 | -41.72% | -42.57% | -36.80% | 2.78% | |
VICI | 30 | $29.62 | $28.53 | $888.55 | $855.90 | $51.95 | - | -3.67% | 3.97% | 5.83% | |
VZ | 79 | $43.59 | $39.38 | $3,108.51 | $3,110.77 | $212.24 | -34.74% | 0.07% | 1.52% | 6.70% | |
WBA | 123 | $32.31 | $17.72 | $3,622.73 | $2,180.18 | $123.97 | -48.27% | -39.82% | -22.29% | 5.54% | |
WBD | 74.76 | $11.94 | $8.31 | $827.40 | $621.26 | - | -51.77% | -24.91% | -42.42% | - | |
WEC | 10 | $86.10 | $82.69 | $861.04 | $826.90 | $33.40 | - | -3.97% | 2.20% | 4.08% | |
WTRG | 30 | $46.24 | $36.63 | $1,387.16 | $1,098.90 | $38.06 | - | -20.78% | -4.70% | 3.39% | |
XEL | 15 | $60.72 | $55.46 | $910.85 | $831.90 | $32.85 | - | -8.67% | -2.37% | 3.96% | |
Total: | $85,498.77 | $88,168.97 | $3,500.39 | 52.38% | 3.81% | 12.30% |