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 | $86,991.22 | $3,511.89 | 52.38% | 2.42% | 11.96% | |||||
AAPL | 28 | $104.15 | $165.00 | $3,862.54 | $4,620 | $28.43 | 498.35% | 19.61% | 21.72% | 0.58% | |
ABBV | 11 | $92.36 | $166.41 | $1,436.47 | $1,830.51 | $70.67 | 77.09% | 27.43% | 22.24% | 3.73% | |
ALLY | 93 | $28.30 | $39.05 | $2,631.65 | $3,631.65 | $140.64 | - | 38.00% | 27.94% | 3.10% | |
BBWI | 20 | $102.01 | $43.99 | $1,586.15 | $879.80 | $16 | -28.85% | -10.35% | -20.02% | 1.82% | |
BMY | 7 | $62.85 | $48.93 | $439.97 | $342.51 | $17.17 | - | -22.15% | -5.32% | 4.90% | |
BNS | 31 | $48.73 | $46.74 | $1,461.53 | $1,448.94 | $97.22 | -14.73% | -0.86% | 4.98% | 6.71% | |
BNS.TO | 8 | $49.79 | $46.59 | $398.31 | $372.71 | $25.01 | - | -6.43% | 1.54% | 6.60% | |
BTI | 105 | $30.30 | $29.05 | $3,173.18 | $3,050.25 | $312.09 | -2.15% | -3.87% | 11.52% | 10.23% | |
COST | 3 | $485.11 | $709.51 | $1,455.33 | $2,128.53 | $14.74 | - | 46.26% | 37.18% | 0.65% | |
CP.TO | 10 | $71.85 | $84.37 | $718.50 | $843.71 | $5.10 | - | 17.43% | 48.74% | 0.65% | |
CVS | 22 | $46.42 | $69.75 | $1,529.03 | $1,534.50 | $58.52 | 41.65% | 0.36% | 9.86% | 3.81% | |
DIS | 25 | $95.77 | $112.61 | $2,394.13 | $2,815.25 | $7.50 | - | 17.59% | 6.44% | 0.27% | |
GILD | 27 | $65.20 | $66.76 | $1,724.05 | $1,802.52 | $83.83 | -5.94% | 4.55% | 4.91% | 4.61% | |
HBH.DE | 13 | $73.69 | $77.68 | $957.94 | $1,009.83 | $39.05 | - | 5.42% | 8.27% | 3.28% | |
IIPR | 41 | $75.46 | $94.23 | $3,490.13 | $3,863.43 | $317.03 | 112.26% | 10.70% | 21.74% | 7.73% | |
INTC | 161 | $31.77 | $34.20 | $5,114.91 | $5,506.20 | $84.22 | - | 7.65% | 6.46% | 1.46% | |
JNJ | 16 | $157.63 | $147.91 | $2,599.34 | $2,366.56 | $80.44 | 31.68% | -8.96% | -0.36% | 3.22% | |
JPM | 14 | $121.46 | $185.80 | $1,700.46 | $2,601.20 | $64.40 | - | 52.97% | 39.78% | 2.48% | |
KMB | 11 | $116.56 | $126.83 | $1,277.62 | $1,395.13 | $53.68 | -0.81% | 9.20% | 6.09% | 3.85% | |
LUMN | 250 | $5.76 | $1.31 | $1,233.57 | $327.50 | - | -38.09% | -73.45% | -42.50% | - | |
MA | 10 | $346.18 | $455.39 | $3,632.62 | $4,553.90 | $27.13 | 136.94% | 25.36% | 19.29% | 0.58% | |
MMM | 34 | $120.12 | $92.27 | $3,877.98 | $3,137.18 | $246.03 | -38.56% | -19.10% | -8.93% | 6.55% | |
MO | 87 | $44.50 | $42.09 | $3,745.73 | $3,661.83 | $347.31 | -10.44% | -2.24% | 6.06% | 9.31% | |
MPW | 259 | $10.04 | $4.42 | $2,600.78 | $1,144.78 | $158.28 | - | -55.98% | -37.75% | 13.57% | |
MSFT | 2 | $224.63 | $399.12 | $449.27 | $798.24 | $6.14 | - | 77.68% | 57.81% | 0.75% | |
NHI | 24 | $59.55 | $61.52 | $1,429.23 | $1,476.48 | $84.29 | - | 3.31% | 7.49% | 5.85% | |
NKE | 20 | $79.64 | $94.53 | $1,771.75 | $1,890.60 | $30.37 | 68.53% | 6.71% | 8.41% | 1.57% | |
O | 52 | $56.04 | $53.04 | $2,940.79 | $2,758.08 | $163.11 | 12.80% | -5.17% | 3.49% | 5.81% | |
OHI | 42 | $27.60 | $30.42 | $1,177.15 | $1,277.64 | $112.98 | 5.23% | 8.54% | 12.31% | 8.81% | |
POOL | 2 | $335.29 | $361.13 | $670.57 | $722.26 | $10.35 | - | 7.71% | 9.03% | 1.22% | |
SPGI | 5 | $392.38 | $412.56 | $1,961.90 | $2,062.80 | $18.80 | - | 5.14% | 8.19% | 0.88% | |
T | 170 | $18.61 | $16.51 | $3,158.08 | $2,806.70 | $164.98 | -0.60% | -11.13% | 3.47% | 6.72% | |
TSM | 7 | $79.33 | $127.70 | $555.30 | $893.90 | $11.98 | - | 60.98% | 43.07% | 1.34% | |
UNP | 8 | $202.27 | $232.08 | $1,618.14 | $1,856.64 | $45.13 | - | 14.74% | 20.89% | 2.24% | |
V | 20 | $196.97 | $269.78 | $4,090.80 | $5,395.60 | $49.74 | 70.19% | 31.90% | 20.44% | 0.77% | |
VFC | 45 | $23.77 | $12.83 | $1,027.64 | $577.35 | $16.02 | -41.72% | -43.66% | -38.32% | 2.81% | |
VICI | 30 | $29.62 | $27.89 | $888.55 | $836.70 | $51.95 | - | -5.84% | 3.13% | 5.95% | |
VZ | 79 | $43.59 | $40.49 | $3,108.51 | $3,198.71 | $212.24 | -34.74% | 2.90% | 2.62% | 6.57% | |
WBA | 123 | $32.31 | $18.24 | $3,622.73 | $2,243.52 | $123.97 | -48.27% | -38.07% | -21.05% | 5.48% | |
WBD | 74.76 | $11.94 | $8.40 | $827.40 | $627.98 | - | -51.77% | -24.10% | -41.77% | - | |
WEC | 10 | $86.10 | $81.56 | $861.04 | $815.60 | $34.74 | - | -5.28% | 0.68% | 4.10% | |
WTRG | 30 | $46.24 | $35.44 | $1,387.16 | $1,063.20 | $38.06 | - | -23.35% | -5.72% | 3.47% | |
XEL | 15 | $60.72 | $54.72 | $910.85 | $820.80 | $32.85 | - | -9.89% | -3.21% | 4.00% | |
Total: | $85,498.77 | $86,991.22 | $3,511.89 | 52.38% | 2.42% | 11.96% |