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

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
162.80
199.62
$3,862.54 $4,643.52 $28.43 498.35% 20.22% 21.86% 0.58%
ABBV 11 $92.36 $167.89
130.96
182.89
$1,436.47 $1,846.79 $70.67 77.09% 28.56% 22.44% 3.69%
ALLY 93 $28.30 $39.74
22.08
41.56
$2,631.65 $3,695.82 $128.35 - 40.44% 29.83% 3.02%
BBWI 20 $102.01 $43.94
27.30
50.34
$1,586.15 $878.80 $16 -28.85% -10.46% -20.01% 1.82%
BMY 7 $62.85 $49.14
47.58
70.94
$439.97 $343.98 $17.17 - -21.82% -5.16% 4.88%
BNS 31 $48.73 $47.09
39.80
51.98
$1,461.53 $1,459.79 $97.22 -14.73% -0.12% 5.22% 6.66%
BNS.TO 8 $49.79 $46.76
54.29
70.40
$398.31 $374.04 $25.01 - -6.09% 1.88% 6.57%
BTI 105 $30.30 $29.41
28.35
37.65
$3,173.18 $3,088.05 $312.09 -2.15% -2.68% 12.46% 10.11%
COST 3 $485.11 $715.46
463.74
787.08
$1,455.33 $2,146.38 $14.74 - 47.48% 37.76% 0.65%
CP.TO 10 $71.85 $85.82
94.45
123.37
$718.50 $858.20 $5.10 - 19.44% 53.67% 0.64%
CVS 22 $46.42 $69.63
64.41
83.25
$1,529.03 $1,531.86 $58.52 41.65% 0.19% 9.82% 3.82%
DIS 25 $95.77 $111.99
78.73
123.74
$2,394.13 $2,799.75 $7.50 - 16.94% 6.23% 0.27%
GILD 27 $65.20 $66.95
66.16
87.87
$1,724.05 $1,807.65 $83.83 -5.94% 4.85% 4.96% 4.60%
HBH.DE 13 $73.69 $78.32
55.05
77.75
$957.94 $1,018.12 $39.05 - 6.28% 9.10% 3.27%
IIPR 41 $75.46 $96.50
63.36
105.81
$3,490.13 $3,956.50 $317.03 112.26% 13.36% 22.88% 7.54%
INTC 161 $31.77 $34.41
26.86
51.28
$5,114.91 $5,540.01 $84.22 - 8.31% 6.75% 1.45%
JNJ 16 $157.63 $149.12
143.13
175.97
$2,599.34 $2,385.92 $82.70 31.68% -8.21% 0.52% 3.35%
JPM 14 $121.46 $189.41
126.22
200.94
$1,700.46 $2,651.74 $64.40 - 55.94% 41.41% 2.43%
KMB 11 $116.56 $128.93
116.32
147.87
$1,277.62 $1,418.23 $53.68 -0.81% 11.01% 6.49% 3.78%
LUMN 250 $5.76 $1.36
0.78
2.70
$1,233.57 $340 - -38.09% -72.44% -41.21% -
MA 10 $346.18 $456.75
357.85
490.00
$3,632.62 $4,567.50 $27.13 136.94% 25.74% 19.39% 0.58%
MMM 34 $120.12 $92.62
71.36
95.67
$3,877.98 $3,149.08 $246.03 -38.56% -18.80% -8.69% 6.52%
MO 87 $44.50 $42.57
38.16
48.11
$3,745.73 $3,703.59 $347.31 -10.44% -1.12% 6.45% 9.21%
MPW 259 $10.04 $4.52
2.92
10.74
$2,600.78 $1,170.68 $158.28 - -54.99% -36.64% 13.27%
MSFT 2 $224.63 $400.96
275.37
430.82
$449.27 $801.92 $6.14 - 78.50% 57.91% 0.75%
NHI 24 $59.55 $62.32
47.54
62.93
$1,429.23 $1,495.68 $84.29 - 4.65% 7.99% 5.78%
NKE 20 $79.64 $94.19
88.66
128.68
$1,771.75 $1,883.80 $30.37 68.53% 6.32% 8.25% 1.57%
O 52 $56.04 $53.33
45.04
64.18
$2,940.79 $2,773.16 $163.11 12.80% -4.66% 3.74% 5.78%
OHI 42 $27.60 $30.26
23.77
34.77
$1,177.15 $1,270.92 $112.84 5.23% 7.97% 12.76% 8.86%
POOL 2 $335.29 $365.88
305.04
422.73
$670.57 $731.76 $10.35 - 9.12% 10.36% 1.20%
SPGI 5 $392.38 $416.93
338.92
461.16
$1,961.90 $2,084.65 $18.80 - 6.26% 9.65% 0.87%
T 170 $18.61 $16.31
13.43
19.99
$3,158.08 $2,772.70 $164.98 -0.60% -12.20% 3.07% 6.81%
TSM 7 $79.33 $129.75
79.74
158.40
$555.30 $908.25 $11.98 - 63.56% 44.39% 1.32%
UNP 8 $202.27 $234.47
185.99
258.66
$1,618.14 $1,875.76 $45.13 - 15.92% 22.15% 2.22%
V 20 $196.97 $272.33
216.14
290.96
$4,090.80 $5,446.60 $49.74 70.19% 33.14% 20.91% 0.76%
VFC 45 $23.77 $12.79
12.02
23.55
$1,027.64 $575.55 $16.02 -41.72% -43.84% -38.27% 2.81%
VICI 30 $29.62 $28.04
26.63
34.05
$888.55 $841.20 $51.95 - -5.33% 3.32% 5.92%
VZ 79 $43.59 $38.60
30.14
43.42
$3,108.51 $3,049.40 $212.24 -34.74% -1.90% 0.74% 6.89%
WBA 123 $32.31 $18.22
17.59
36.14
$3,622.73 $2,241.06 $123.97 -48.27% -38.14% -21.01% 5.49%
WBD 74.76 $11.94 $8.47
8.02
14.76
$827.40 $633.22 - -51.77% -23.47% -40.05% -
WEC 10 $86.10 $81.97
75.13
98.80
$861.04 $819.70 $33.40 - -4.80% 1.65% 4.07%
WTRG 30 $46.24 $35.90
32.07
45.29
$1,387.16 $1,077 $38.06 - -22.36% -5.31% 3.42%
XEL 15 $60.72 $54.96
46.79
71.32
$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%