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 (45): | $86,618.27 | $96,233.60 | $3,484.28 | 48.55% | 11.84% | 13.82% | |||||
AAPL | 28 | $104.15 | $173.31 | $3,862.54 | $4,852.68 | $27.27 | 498.35% | 25.63% | 24.28% | 0.55% | |
ABBV | 11 | $92.36 | $180.35 | $1,436.47 | $1,983.85 | $69.76 | 77.09% | 38.11% | 24.97% | 3.44% | |
ALLY | 93 | $28.30 | $39.81 | $2,631.65 | $3,702.33 | $140.63 | - | 40.68% | 30.95% | 3.01% | |
BBWI | 20 | $102.01 | $49.45 | $1,586.15 | $989 | $16 | -28.85% | 0.77% | -17.79% | 1.62% | |
BMY | 7 | $62.85 | $53.25 | $439.97 | $372.75 | $17.17 | - | -15.28% | -2.47% | 4.51% | |
BNS | 31 | $48.73 | $51.16 | $1,461.53 | $1,585.96 | $97.20 | -14.73% | 8.51% | 8.15% | 6.10% | |
BNS.TO | 8 | $49.79 | $51.47 | $398.32 | $411.73 | $25.78 | - | 3.37% | 10.91% | 6.11% | |
BTI | 105 | $30.30 | $30.34 | $3,173.18 | $3,185.70 | $312.08 | -2.15% | 0.39% | 15.69% | 9.76% | |
COST | 3 | $485.11 | $732.08 | $1,455.33 | $2,196.24 | $14.18 | - | 50.91% | 42.57% | 0.56% | |
CP.TO | 10 | $71.85 | $89.02 | $718.50 | $890.24 | $5.82 | - | 23.90% | 85.24% | 0.63% | |
CVS | 22 | $46.42 | $79.43 | $1,529.03 | $1,747.46 | $58.52 | 41.65% | 14.29% | 12.02% | 3.32% | |
DIS | 25 | $95.77 | $120.98 | $2,394.13 | $3,024.50 | $7.50 | - | 26.33% | 9.05% | 0.25% | |
GEO | 167 | $7.18 | $14.21 | $1,198.76 | $2,373.07 | - | - | 97.96% | 25.08% | - | |
GILD | 27 | $65.20 | $73.01 | $1,724.05 | $1,971.27 | $83.16 | -5.94% | 14.34% | 7.07% | 4.22% | |
HBH.DE | 13 | $73.69 | $80.16 | $957.94 | $1,042.07 | $40.05 | - | 8.78% | 12.64% | 3.26% | |
IIPR | 41 | $75.46 | $104.35 | $3,490.13 | $4,278.35 | $309.22 | 112.26% | 22.58% | 27.75% | 6.98% | |
INTC | 161 | $31.77 | $43.77 | $5,114.91 | $7,046.97 | $83.30 | - | 37.77% | 20.60% | 1.10% | |
JNJ | 16 | $157.63 | $157.96 | $2,599.34 | $2,527.36 | $79.37 | 31.68% | -2.77% | 3.25% | 3.01% | |
JPM | 14 | $121.46 | $199.52 | $1,700.46 | $2,793.28 | $64.40 | - | 64.27% | 49.63% | 2.31% | |
KMB | 11 | $116.56 | $127.27 | $1,277.62 | $1,399.97 | $53.68 | -0.81% | 9.58% | 6.28% | 3.83% | |
LUMN | 250 | $5.76 | $1.58 | $1,233.57 | $395 | - | -38.09% | -67.98% | -37.65% | - | |
M | 56 | $7.68 | $19.85 | $429.13 | $1,111.60 | $38.92 | -0.32% | 159.04% | 22.30% | 3.43% | |
MA | 10 | $346.18 | $477.95 | $3,632.62 | $4,779.50 | $27.13 | 136.94% | 31.57% | 23.32% | 0.55% | |
MMM | 34 | $120.12 | $104.59 | $3,877.98 | $3,556.06 | $205.36 | -38.56% | -8.30% | -3.26% | 5.77% | |
MO | 87 | $44.50 | $43.66 | $3,745.73 | $3,798.42 | $347.30 | -10.44% | 1.41% | 7.52% | 8.98% | |
MPW | 259 | $10.04 | $4.72 | $2,600.78 | $1,222.48 | $158.18 | - | -53.00% | -37.65% | 12.71% | |
MSFT | 2 | $224.63 | $421.43 | $449.27 | $842.86 | $6.14 | - | 87.61% | 68.55% | 0.71% | |
NHI | 24 | $59.55 | $61.82 | $1,429.23 | $1,483.68 | $84.28 | - | 3.81% | 7.88% | 5.82% | |
NKE | 20 | $79.64 | $94.13 | $1,771.75 | $1,882.60 | $30.37 | 68.53% | 6.26% | 8.44% | 1.57% | |
O | 52 | $56.04 | $53.77 | $2,940.79 | $2,796.04 | $163.06 | 12.80% | -3.87% | 4.12% | 5.80% | |
OHI | 42 | $27.60 | $31.05 | $1,177.15 | $1,304.10 | $112.98 | 5.23% | 10.78% | 13.12% | 8.63% | |
POOL | 2 | $335.29 | $414.62 | $670.57 | $829.24 | $9.97 | - | 23.66% | 26.86% | 1.06% | |
SPGI | 5 | $392.38 | $422.81 | $1,961.90 | $2,114.05 | $18.20 | - | 7.76% | 13.11% | 0.86% | |
T | 170 | $18.61 | $17.55 | $3,158.08 | $2,983.50 | $167.39 | -0.60% | -5.53% | 5.05% | 6.38% | |
TSM | 7 | $79.33 | $136.69 | $555.30 | $956.83 | $11.96 | - | 72.31% | 53.06% | 1.26% | |
UNP | 8 | $202.27 | $244.63 | $1,618.14 | $1,957.04 | $43.96 | - | 20.94% | 31.56% | 2.13% | |
V | 20 | $196.97 | $279.02 | $4,090.80 | $5,580.40 | $46.97 | 70.19% | 36.41% | 23.22% | 0.75% | |
VFC | 45 | $23.77 | $15.09 | $1,027.64 | $679.05 | $16.08 | -41.72% | -33.74% | -29.17% | 2.39% | |
VICI | 30 | $29.62 | $29.75 | $888.55 | $892.50 | $51.94 | - | 0.44% | 5.74% | 5.65% | |
VZ | 79 | $43.59 | $41.54 | $3,108.51 | $3,281.66 | $211.21 | -34.74% | 5.57% | 3.71% | 6.36% | |
WBA | 123 | $32.31 | $21.02 | $3,622.73 | $2,585.46 | $123.49 | -48.27% | -28.63% | -14.89% | 4.76% | |
WBD | 12.76 | $30.12 | $8.64 | $319 | $110.25 | - | -51.77% | -65.44% | -45.41% | - | |
WEC | 10 | $86.10 | $81.18 | $861.04 | $811.80 | $33.40 | - | -5.72% | 0.41% | 4.14% | |
WTRG | 30 | $46.24 | $36.80 | $1,387.16 | $1,104 | $38.06 | - | -20.41% | -4.91% | 3.37% | |
XEL | 15 | $60.72 | $53.38 | $910.85 | $800.70 | $32.84 | - | -12.09% | -4.91% | 4.12% | |
Total: | $86,618.27 | $96,233.60 | $3,484.28 | 48.55% | 11.84% | 13.82% |