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 | $88,206.81 | $3,500.39 | 52.38% | 3.86% | 12.31% | |||||
AAPL | 28 | $104.15 | $166.90 | $3,862.54 | $4,673.20 | $28.43 | 498.35% | 20.99% | 22.10% | 0.58% | |
ABBV | 11 | $92.36 | $169.54 | $1,436.47 | $1,864.94 | $70.67 | 77.09% | 29.83% | 22.71% | 3.66% | |
ALLY | 93 | $28.30 | $39.71 | $2,631.65 | $3,693.03 | $128.35 | - | 40.33% | 29.71% | 3.02% | |
BBWI | 20 | $102.01 | $45.13 | $1,586.15 | $902.60 | $16 | -28.85% | -8.03% | -19.43% | 1.77% | |
BMY | 7 | $62.85 | $48.99 | $439.97 | $342.93 | $17.17 | - | -22.06% | -5.26% | 4.90% | |
BNS | 31 | $48.73 | $47.29 | $1,461.53 | $1,465.99 | $97.22 | -14.73% | 0.31% | 5.35% | 6.63% | |
BNS.TO | 8 | $49.79 | $46.82 | $398.31 | $374.56 | $25.01 | - | -5.96% | 2.01% | 6.56% | |
BTI | 105 | $30.30 | $29.56 | $3,173.18 | $3,103.80 | $312.09 | -2.15% | -2.19% | 12.84% | 10.05% | |
COST | 3 | $485.11 | $722.68 | $1,455.33 | $2,168.04 | $14.74 | - | 48.97% | 38.69% | 0.64% | |
CP.TO | 10 | $71.85 | $86.81 | $718.50 | $868.06 | $5.10 | - | 20.82% | 57.42% | 0.63% | |
CVS | 22 | $46.42 | $68.50 | $1,529.03 | $1,507 | $58.52 | 41.65% | -1.44% | 9.57% | 3.88% | |
DIS | 25 | $95.77 | $113.71 | $2,394.13 | $2,842.75 | $7.50 | - | 18.74% | 6.75% | 0.26% | |
GILD | 27 | $65.20 | $67.03 | $1,724.05 | $1,809.81 | $83.83 | -5.94% | 4.97% | 4.99% | 4.59% | |
HBH.DE | 13 | $73.69 | $79.06 | $957.94 | $1,027.79 | $39.05 | - | 7.29% | 10.11% | 3.20% | |
IIPR | 41 | $75.46 | $98.63 | $3,490.13 | $4,043.83 | $317.03 | 112.26% | 15.86% | 23.97% | 7.38% | |
INTC | 161 | $31.77 | $34.28 | $5,114.91 | $5,519.08 | $84.22 | - | 7.90% | 6.55% | 1.46% | |
JNJ | 16 | $157.63 | $149.56 | $2,599.34 | $2,392.96 | $82.70 | 31.68% | -7.94% | 0.67% | 3.32% | |
JPM | 14 | $121.46 | $192.14 | $1,700.46 | $2,689.96 | $64.40 | - | 58.19% | 42.73% | 2.39% | |
KMB | 11 | $116.56 | $136.04 | $1,277.62 | $1,496.44 | $53.68 | -0.81% | 17.13% | 7.83% | 3.59% | |
LUMN | 250 | $5.76 | $1.36 | $1,233.57 | $340 | - | -38.09% | -72.44% | -41.17% | - | |
MA | 10 | $346.18 | $462.82 | $3,632.62 | $4,628.20 | $27.13 | 136.94% | 27.41% | 20.22% | 0.57% | |
MMM | 34 | $120.12 | $93.00 | $3,877.98 | $3,162 | $246.03 | -38.56% | -18.46% | -8.46% | 6.50% | |
MO | 87 | $44.50 | $42.87 | $3,745.73 | $3,729.69 | $347.31 | -10.44% | -0.43% | 6.69% | 9.14% | |
MPW | 259 | $10.04 | $4.64 | $2,600.78 | $1,201.76 | $158.28 | - | -53.79% | -35.46% | 12.92% | |
MSFT | 2 | $224.63 | $407.57 | $449.27 | $815.14 | $6.14 | - | 81.44% | 59.74% | 0.74% | |
NHI | 24 | $59.55 | $62.74 | $1,429.23 | $1,505.76 | $84.29 | - | 5.35% | 8.26% | 5.74% | |
NKE | 20 | $79.64 | $94.02 | $1,771.75 | $1,880.40 | $30.37 | 68.53% | 6.13% | 8.18% | 1.57% | |
O | 52 | $56.04 | $53.39 | $2,940.79 | $2,776.28 | $163.11 | 12.80% | -4.55% | 3.79% | 5.78% | |
OHI | 42 | $27.60 | $30.69 | $1,177.15 | $1,288.98 | $112.84 | 5.23% | 9.50% | 13.15% | 8.73% | |
POOL | 2 | $335.29 | $374.99 | $670.57 | $749.98 | $10.35 | - | 11.84% | 13.02% | 1.17% | |
SPGI | 5 | $392.38 | $413.26 | $1,961.90 | $2,066.30 | $18.80 | - | 5.32% | 8.31% | 0.88% | |
T | 170 | $18.61 | $16.50 | $3,158.08 | $2,805 | $164.98 | -0.60% | -11.18% | 3.44% | 6.73% | |
TSM | 7 | $79.33 | $133.43 | $555.30 | $934.01 | $11.98 | - | 68.20% | 47.17% | 1.28% | |
UNP | 8 | $202.27 | $236.29 | $1,618.14 | $1,890.32 | $45.13 | - | 16.82% | 23.20% | 2.20% | |
V | 20 | $196.97 | $274.11 | $4,090.80 | $5,482.20 | $49.74 | 70.19% | 34.01% | 21.27% | 0.76% | |
VFC | 45 | $23.77 | $12.95 | $1,027.64 | $582.75 | $16.02 | -41.72% | -43.14% | -37.42% | 2.78% | |
VICI | 30 | $29.62 | $28.58 | $888.55 | $857.40 | $51.95 | - | -3.51% | 4.04% | 5.83% | |
VZ | 79 | $43.59 | $39.70 | $3,108.51 | $3,136.30 | $212.24 | -34.74% | 0.89% | 1.84% | 6.70% | |
WBA | 123 | $32.31 | $18.05 | $3,622.73 | $2,220.15 | $123.97 | -48.27% | -38.72% | -21.43% | 5.54% | |
WBD | 74.76 | $11.94 | $8.44 | $827.40 | $630.97 | - | -51.77% | -23.74% | -40.34% | - | |
WEC | 10 | $86.10 | $81.96 | $861.04 | $819.60 | $33.40 | - | -4.81% | 1.64% | 4.08% | |
WTRG | 30 | $46.24 | $36.26 | $1,387.16 | $1,087.80 | $38.06 | - | -21.58% | -5.01% | 3.39% | |
XEL | 15 | $60.72 | $55.27 | $910.85 | $829.05 | $32.85 | - | -8.98% | -2.58% | 3.96% | |
Total: | $85,498.77 | $88,206.81 | $3,500.39 | 52.38% | 3.86% | 12.31% |