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 $88,005.94 $3,500.39 52.38% 3.63% 12.23%
AAPL 28 $104.15 $169.89
162.80
199.62
$3,862.54 $4,756.92 $28.43 498.35% 23.16% 22.78% 0.57%
ABBV 11 $92.36 $167.29
130.96
182.89
$1,436.47 $1,840.19 $70.67 77.09% 28.10% 22.29% 3.71%
ALLY 93 $28.30 $39.14
22.08
41.56
$2,631.65 $3,640.02 $128.35 - 38.32% 28.42% 3.07%
BBWI 20 $102.01 $45.60
27.30
50.34
$1,586.15 $912 $16 -28.85% -7.07% -19.19% 1.75%
BMY 7 $62.85 $44.70
44.70
70.94
$439.97 $312.90 $17.17 - -28.88% -8.27% 5.37%
BNS 31 $48.73 $46.23
39.80
51.98
$1,461.53 $1,433.13 $97.22 -14.73% -1.94% 4.60% 6.78%
BNS.TO 8 $49.79 $45.77
54.29
70.40
$398.31 $366.15 $25.01 - -8.07% -0.18% 6.71%
BTI 105 $30.30 $29.40
28.35
37.65
$3,173.18 $3,087 $312.09 -2.15% -2.72% 12.35% 10.11%
COST 3 $485.11 $721.86
463.74
787.08
$1,455.33 $2,165.58 $14.74 - 48.80% 38.40% 0.64%
CP.TO 10 $71.85 $81.28
94.45
123.37
$718.50 $812.76 $5.10 - 13.12% 34.34% 0.68%
CVS 22 $46.42 $67.33
64.41
83.25
$1,529.03 $1,481.26 $58.52 41.65% -3.12% 9.29% 3.95%
DIS 25 $95.77 $112.77
78.73
123.74
$2,394.13 $2,819.25 $7.50 - 17.76% 6.45% 0.27%
GILD 27 $65.20 $65.27
65.27
87.87
$1,724.05 $1,762.29 $83.83 -5.94% 2.22% 4.37% 4.72%
HBH.DE 13 $73.69 $78.21
55.05
77.75
$957.94 $1,016.74 $39.05 - 6.14% 8.87% 3.26%
IIPR 41 $75.46 $97.88
63.36
105.81
$3,490.13 $4,013.08 $317.03 112.26% 14.98% 23.52% 7.44%
INTC 161 $31.77 $35.11
26.86
51.28
$5,114.91 $5,652.71 $84.22 - 10.51% 7.78% 1.42%
JNJ 16 $157.63 $146.82
143.13
175.97
$2,599.34 $2,349.12 $82.70 31.68% -9.63% -0.30% 3.38%
JPM 14 $121.46 $193.37
126.22
200.94
$1,700.46 $2,707.18 $64.40 - 59.20% 43.18% 2.38%
KMB 11 $116.56 $136.43
114.07
147.87
$1,277.62 $1,500.73 $53.68 -0.81% 17.46% 7.89% 3.54%
LUMN 250 $5.76 $1.21
0.78
2.70
$1,233.57 $302.50 - -38.09% -75.48% -44.65% -
MA 10 $346.18 $462.11
357.85
490.00
$3,632.62 $4,621.10 $27.13 136.94% 27.21% 20.05% 0.57%
MMM 34 $120.12 $91.41
68.67
95.67
$3,877.98 $3,107.94 $246.03 -38.56% -19.86% 10.01% 6.56%
MO 87 $44.50 $43.54
38.16
48.11
$3,745.73 $3,787.98 $347.31 -10.44% 1.13% 7.22% 9.00%
MPW 259 $10.04 $4.56
2.92
10.74
$2,600.78 $1,181.04 $158.28 - -54.59% -36.11% 13.16%
MSFT 2 $224.63 $399.04
275.37
430.82
$449.27 $798.08 $6.14 - 77.64% 56.89% 0.75%
NHI 24 $59.55 $62.61
47.54
62.93
$1,429.23 $1,502.64 $84.29 - 5.14% 8.15% 5.75%
NKE 20 $79.64 $93.94
88.66
128.68
$1,771.75 $1,878.80 $30.37 68.53% 6.04% 8.13% 1.58%
O 52 $56.04 $53.80
45.04
64.18
$2,940.79 $2,797.60 $163.11 12.80% -3.82% 4.16% 5.73%
OHI 42 $27.60 $30.90
23.77
34.77
$1,177.15 $1,297.80 $112.84 5.23% 10.25% 13.32% 8.67%
POOL 2 $335.29 $370.00
305.04
422.73
$670.57 $740 $10.35 - 10.35% 11.48% 1.19%
SPGI 5 $392.38 $415.50
338.92
461.16
$1,961.90 $2,077.50 $18.80 - 5.89% 9.04% 0.88%
T 170 $18.61 $16.58
13.43
19.99
$3,158.08 $2,818.60 $164.98 -0.60% -10.75% 3.58% 6.69%
TSM 7 $79.33 $136.58
79.74
158.40
$555.30 $956.06 $11.98 - 72.17% 49.38% 1.25%
UNP 8 $202.27 $243.55
185.99
258.66
$1,618.14 $1,948.40 $45.13 - 20.41% 27.53% 2.14%
V 20 $196.97 $275.16
214.88
290.96
$4,090.80 $5,503.20 $49.74 70.19% 34.53% 21.43% 0.76%
VFC 45 $23.77 $12.62
12.02
23.55
$1,027.64 $567.90 $16.02 -41.72% -44.59% -38.84% 2.85%
VICI 30 $29.62 $28.55
26.63
34.05
$888.55 $856.50 $51.95 - -3.61% 3.99% 5.81%
VZ 79 $43.59 $39.22
29.17
43.42
$3,108.51 $3,098.38 $212.24 -34.74% -0.33% 1.36% 6.78%
WBA 123 $32.31 $17.60
17.59
36.14
$3,622.73 $2,164.80 $123.97 -48.27% -40.24% -22.56% 5.68%
WBD 74.76 $11.94 $8.29
8.02
14.76
$827.40 $619.76 - -51.77% -25.10% -42.34% -
WEC 10 $86.10 $82.81
75.13
98.80
$861.04 $828.10 $33.40 - -3.83% 2.29% 4.03%
WTRG 30 $46.24 $36.57
32.07
45.29
$1,387.16 $1,097.10 $38.06 - -20.91% -4.74% 3.36%
XEL 15 $60.72 $55.01
46.79
71.32
$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%