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 | $87,482.73 | $3,500.39 | 52.38% | 2.99% | 12.10% | |||||
AAPL | 28 | $104.15 | $165.84 | $3,862.54 | $4,643.52 | $28.43 | 498.35% | 20.22% | 21.86% | 0.58% | |
ABBV | 11 | $92.36 | $167.89 | $1,436.47 | $1,846.79 | $70.67 | 77.09% | 28.56% | 22.44% | 3.69% | |
ALLY | 93 | $28.30 | $39.74 | $2,631.65 | $3,695.82 | $128.35 | - | 40.44% | 29.83% | 3.02% | |
BBWI | 20 | $102.01 | $43.94 | $1,586.15 | $878.80 | $16 | -28.85% | -10.46% | -20.01% | 1.82% | |
BMY | 7 | $62.85 | $49.14 | $439.97 | $343.98 | $17.17 | - | -21.82% | -5.16% | 4.88% | |
BNS | 31 | $48.73 | $47.09 | $1,461.53 | $1,459.79 | $97.22 | -14.73% | -0.12% | 5.22% | 6.66% | |
BNS.TO | 8 | $49.79 | $46.76 | $398.31 | $374.04 | $25.01 | - | -6.09% | 1.88% | 6.57% | |
BTI | 105 | $30.30 | $29.41 | $3,173.18 | $3,088.05 | $312.09 | -2.15% | -2.68% | 12.46% | 10.11% | |
COST | 3 | $485.11 | $715.46 | $1,455.33 | $2,146.38 | $14.74 | - | 47.48% | 37.76% | 0.65% | |
CP.TO | 10 | $71.85 | $85.82 | $718.50 | $858.20 | $5.10 | - | 19.44% | 53.67% | 0.64% | |
CVS | 22 | $46.42 | $69.63 | $1,529.03 | $1,531.86 | $58.52 | 41.65% | 0.19% | 9.82% | 3.82% | |
DIS | 25 | $95.77 | $111.99 | $2,394.13 | $2,799.75 | $7.50 | - | 16.94% | 6.23% | 0.27% | |
GILD | 27 | $65.20 | $66.95 | $1,724.05 | $1,807.65 | $83.83 | -5.94% | 4.85% | 4.96% | 4.60% | |
HBH.DE | 13 | $73.69 | $78.32 | $957.94 | $1,018.12 | $39.05 | - | 6.28% | 9.10% | 3.27% | |
IIPR | 41 | $75.46 | $96.50 | $3,490.13 | $3,956.50 | $317.03 | 112.26% | 13.36% | 22.88% | 7.54% | |
INTC | 161 | $31.77 | $34.41 | $5,114.91 | $5,540.01 | $84.22 | - | 8.31% | 6.75% | 1.45% | |
JNJ | 16 | $157.63 | $149.12 | $2,599.34 | $2,385.92 | $82.70 | 31.68% | -8.21% | 0.52% | 3.35% | |
JPM | 14 | $121.46 | $189.41 | $1,700.46 | $2,651.74 | $64.40 | - | 55.94% | 41.41% | 2.43% | |
KMB | 11 | $116.56 | $128.93 | $1,277.62 | $1,418.23 | $53.68 | -0.81% | 11.01% | 6.49% | 3.78% | |
LUMN | 250 | $5.76 | $1.36 | $1,233.57 | $340 | - | -38.09% | -72.44% | -41.21% | - | |
MA | 10 | $346.18 | $456.75 | $3,632.62 | $4,567.50 | $27.13 | 136.94% | 25.74% | 19.39% | 0.58% | |
MMM | 34 | $120.12 | $92.62 | $3,877.98 | $3,149.08 | $246.03 | -38.56% | -18.80% | -8.69% | 6.52% | |
MO | 87 | $44.50 | $42.57 | $3,745.73 | $3,703.59 | $347.31 | -10.44% | -1.12% | 6.45% | 9.21% | |
MPW | 259 | $10.04 | $4.52 | $2,600.78 | $1,170.68 | $158.28 | - | -54.99% | -36.64% | 13.27% | |
MSFT | 2 | $224.63 | $400.96 | $449.27 | $801.92 | $6.14 | - | 78.50% | 57.91% | 0.75% | |
NHI | 24 | $59.55 | $62.32 | $1,429.23 | $1,495.68 | $84.29 | - | 4.65% | 7.99% | 5.78% | |
NKE | 20 | $79.64 | $94.19 | $1,771.75 | $1,883.80 | $30.37 | 68.53% | 6.32% | 8.25% | 1.57% | |
O | 52 | $56.04 | $53.33 | $2,940.79 | $2,773.16 | $163.11 | 12.80% | -4.66% | 3.74% | 5.78% | |
OHI | 42 | $27.60 | $30.26 | $1,177.15 | $1,270.92 | $112.84 | 5.23% | 7.97% | 12.76% | 8.86% | |
POOL | 2 | $335.29 | $365.88 | $670.57 | $731.76 | $10.35 | - | 9.12% | 10.36% | 1.20% | |
SPGI | 5 | $392.38 | $416.93 | $1,961.90 | $2,084.65 | $18.80 | - | 6.26% | 9.65% | 0.87% | |
T | 170 | $18.61 | $16.31 | $3,158.08 | $2,772.70 | $164.98 | -0.60% | -12.20% | 3.07% | 6.81% | |
TSM | 7 | $79.33 | $129.75 | $555.30 | $908.25 | $11.98 | - | 63.56% | 44.39% | 1.32% | |
UNP | 8 | $202.27 | $234.47 | $1,618.14 | $1,875.76 | $45.13 | - | 15.92% | 22.15% | 2.22% | |
V | 20 | $196.97 | $272.33 | $4,090.80 | $5,446.60 | $49.74 | 70.19% | 33.14% | 20.91% | 0.76% | |
VFC | 45 | $23.77 | $12.79 | $1,027.64 | $575.55 | $16.02 | -41.72% | -43.84% | -38.27% | 2.81% | |
VICI | 30 | $29.62 | $28.04 | $888.55 | $841.20 | $51.95 | - | -5.33% | 3.32% | 5.92% | |
VZ | 79 | $43.59 | $38.60 | $3,108.51 | $3,049.40 | $212.24 | -34.74% | -1.90% | 0.74% | 6.89% | |
WBA | 123 | $32.31 | $18.22 | $3,622.73 | $2,241.06 | $123.97 | -48.27% | -38.14% | -21.01% | 5.49% | |
WBD | 74.76 | $11.94 | $8.47 | $827.40 | $633.22 | - | -51.77% | -23.47% | -40.05% | - | |
WEC | 10 | $86.10 | $81.97 | $861.04 | $819.70 | $33.40 | - | -4.80% | 1.65% | 4.07% | |
WTRG | 30 | $46.24 | $35.90 | $1,387.16 | $1,077 | $38.06 | - | -22.36% | -5.31% | 3.42% | |
XEL | 15 | $60.72 | $54.96 | $910.85 | $824.40 | $32.85 | - | -9.49% | -2.93% | 3.98% | |
Total: | $85,498.77 | $87,482.73 | $3,500.39 | 52.38% | 2.99% | 12.10% |