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 | $88,005.94 | $3,500.39 | 52.38% | 3.63% | 12.23% | |||||
AAPL | 28 | $104.15 | $169.89 | $3,862.54 | $4,756.92 | $28.43 | 498.35% | 23.16% | 22.78% | 0.57% | |
ABBV | 11 | $92.36 | $167.29 | $1,436.47 | $1,840.19 | $70.67 | 77.09% | 28.10% | 22.29% | 3.71% | |
ALLY | 93 | $28.30 | $39.14 | $2,631.65 | $3,640.02 | $128.35 | - | 38.32% | 28.42% | 3.07% | |
BBWI | 20 | $102.01 | $45.60 | $1,586.15 | $912 | $16 | -28.85% | -7.07% | -19.19% | 1.75% | |
BMY | 7 | $62.85 | $44.70 | $439.97 | $312.90 | $17.17 | - | -28.88% | -8.27% | 5.37% | |
BNS | 31 | $48.73 | $46.23 | $1,461.53 | $1,433.13 | $97.22 | -14.73% | -1.94% | 4.60% | 6.78% | |
BNS.TO | 8 | $49.79 | $45.77 | $398.31 | $366.15 | $25.01 | - | -8.07% | -0.18% | 6.71% | |
BTI | 105 | $30.30 | $29.40 | $3,173.18 | $3,087 | $312.09 | -2.15% | -2.72% | 12.35% | 10.11% | |
COST | 3 | $485.11 | $721.86 | $1,455.33 | $2,165.58 | $14.74 | - | 48.80% | 38.40% | 0.64% | |
CP.TO | 10 | $71.85 | $81.28 | $718.50 | $812.76 | $5.10 | - | 13.12% | 34.34% | 0.68% | |
CVS | 22 | $46.42 | $67.33 | $1,529.03 | $1,481.26 | $58.52 | 41.65% | -3.12% | 9.29% | 3.95% | |
DIS | 25 | $95.77 | $112.77 | $2,394.13 | $2,819.25 | $7.50 | - | 17.76% | 6.45% | 0.27% | |
GILD | 27 | $65.20 | $65.27 | $1,724.05 | $1,762.29 | $83.83 | -5.94% | 2.22% | 4.37% | 4.72% | |
HBH.DE | 13 | $73.69 | $78.21 | $957.94 | $1,016.74 | $39.05 | - | 6.14% | 8.87% | 3.26% | |
IIPR | 41 | $75.46 | $97.88 | $3,490.13 | $4,013.08 | $317.03 | 112.26% | 14.98% | 23.52% | 7.44% | |
INTC | 161 | $31.77 | $35.11 | $5,114.91 | $5,652.71 | $84.22 | - | 10.51% | 7.78% | 1.42% | |
JNJ | 16 | $157.63 | $146.82 | $2,599.34 | $2,349.12 | $82.70 | 31.68% | -9.63% | -0.30% | 3.38% | |
JPM | 14 | $121.46 | $193.37 | $1,700.46 | $2,707.18 | $64.40 | - | 59.20% | 43.18% | 2.38% | |
KMB | 11 | $116.56 | $136.43 | $1,277.62 | $1,500.73 | $53.68 | -0.81% | 17.46% | 7.89% | 3.54% | |
LUMN | 250 | $5.76 | $1.21 | $1,233.57 | $302.50 | - | -38.09% | -75.48% | -44.65% | - | |
MA | 10 | $346.18 | $462.11 | $3,632.62 | $4,621.10 | $27.13 | 136.94% | 27.21% | 20.05% | 0.57% | |
MMM | 34 | $120.12 | $91.41 | $3,877.98 | $3,107.94 | $246.03 | -38.56% | -19.86% | 10.01% | 6.56% | |
MO | 87 | $44.50 | $43.54 | $3,745.73 | $3,787.98 | $347.31 | -10.44% | 1.13% | 7.22% | 9.00% | |
MPW | 259 | $10.04 | $4.56 | $2,600.78 | $1,181.04 | $158.28 | - | -54.59% | -36.11% | 13.16% | |
MSFT | 2 | $224.63 | $399.04 | $449.27 | $798.08 | $6.14 | - | 77.64% | 56.89% | 0.75% | |
NHI | 24 | $59.55 | $62.61 | $1,429.23 | $1,502.64 | $84.29 | - | 5.14% | 8.15% | 5.75% | |
NKE | 20 | $79.64 | $93.94 | $1,771.75 | $1,878.80 | $30.37 | 68.53% | 6.04% | 8.13% | 1.58% | |
O | 52 | $56.04 | $53.80 | $2,940.79 | $2,797.60 | $163.11 | 12.80% | -3.82% | 4.16% | 5.73% | |
OHI | 42 | $27.60 | $30.90 | $1,177.15 | $1,297.80 | $112.84 | 5.23% | 10.25% | 13.32% | 8.67% | |
POOL | 2 | $335.29 | $370.00 | $670.57 | $740 | $10.35 | - | 10.35% | 11.48% | 1.19% | |
SPGI | 5 | $392.38 | $415.50 | $1,961.90 | $2,077.50 | $18.80 | - | 5.89% | 9.04% | 0.88% | |
T | 170 | $18.61 | $16.58 | $3,158.08 | $2,818.60 | $164.98 | -0.60% | -10.75% | 3.58% | 6.69% | |
TSM | 7 | $79.33 | $136.58 | $555.30 | $956.06 | $11.98 | - | 72.17% | 49.38% | 1.25% | |
UNP | 8 | $202.27 | $243.55 | $1,618.14 | $1,948.40 | $45.13 | - | 20.41% | 27.53% | 2.14% | |
V | 20 | $196.97 | $275.16 | $4,090.80 | $5,503.20 | $49.74 | 70.19% | 34.53% | 21.43% | 0.76% | |
VFC | 45 | $23.77 | $12.62 | $1,027.64 | $567.90 | $16.02 | -41.72% | -44.59% | -38.84% | 2.85% | |
VICI | 30 | $29.62 | $28.55 | $888.55 | $856.50 | $51.95 | - | -3.61% | 3.99% | 5.81% | |
VZ | 79 | $43.59 | $39.22 | $3,108.51 | $3,098.38 | $212.24 | -34.74% | -0.33% | 1.36% | 6.78% | |
WBA | 123 | $32.31 | $17.60 | $3,622.73 | $2,164.80 | $123.97 | -48.27% | -40.24% | -22.56% | 5.68% | |
WBD | 74.76 | $11.94 | $8.29 | $827.40 | $619.76 | - | -51.77% | -25.10% | -42.34% | - | |
WEC | 10 | $86.10 | $82.81 | $861.04 | $828.10 | $33.40 | - | -3.83% | 2.29% | 4.03% | |
WTRG | 30 | $46.24 | $36.57 | $1,387.16 | $1,097.10 | $38.06 | - | -20.91% | -4.74% | 3.36% | |
XEL | 15 | $60.72 | $55.01 | $910.85 | $825.15 | $32.85 | - | -9.41% | -2.86% | 3.98% | |
Total: | $85,498.77 | $88,005.94 | $3,500.39 | 52.38% | 3.63% | 12.23% |