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 (69 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $30493.94 $34939.40 11.06% 5.38% 4.76%
Apple, Inc. (AAPL) 8 $110.27 $186.00 $882.16 43.04% 13.25% 10.72% 10.52%
AbbVie, Inc. (ABBV) 7 $89.08 $542.00 $623.56 22.42% 5.53% 30.53% 27.22%
Archer-Daniels-Midland Co. (ADM) 4 $46.50 $133.88 $186.00 10.97% 4.18% 8.35% 5.28%
AmTrust Financial Services Inc. (AFSI) 0 $14.76 $-91.22 $0.00 14.27% - - -
The Boeing Co. (BA) 4 $156.37 $678.42 $625.48 -12.40% 4.85% 18.13% 14.94%
Bank of America Corp. (BAC) 10 $24.48 $238.20 $244.80 13.83% 2.52% 34.58% 16.91%
The Bank of Nova Scotia (BNS) 12 $41.00 $559.38 $491.94 -4.18% 5.55% 0.87% -7.50%
British American Tobacco plc (BTI) 10 $33.83 $372.00 $338.30 1.85% 7.25% -4.24% -14.20%
Cardinal Health, Inc. (CAH) 14 $47.13 $722.33 $659.82 -0.14% 3.73% 9.75% -2.04%
Colgate-Palmolive Co. (CL) 9 $75.17 $570.79 $676.53 11.23% 2.71% 3.13% 0.92%
Cummins, Inc. (CMI) 3 $203.99 $305.00 $611.97 25.20% 4.49% 12.70% 7.04%
CenturyLink, Inc. (CTL) 100 $11.00 $1045.00 $1100.00 13.88% 9.57% -2.51% -17.90%
CVS Health Corp. (CVS) 19 $58.84 $1213.60 $1118.06 -0.17% 3.13% 13.12% 5.88%
Dominion Energy, Inc. (D) 6 $77.07 $415.50 $462.42 9.22% 5.30% 7.12% 2.43%
Delta Air Lines, Inc. (DAL) 8 $29.89 $198.48 $239.12 52.55% 5.64% 35.14% 31.40%
Dollar General Corp. (DG) 3 $203.01 $225.00 $609.03 29.03% 1.71% 7.76% 7.76%
Dine Brands Global, Inc. (DIN) 3 $52.95 $158.73 $158.85 5.53% 5.22% -3.87% -7.17%
The Walt Disney Co. (DIS) 6 $125.34 $642.25 $752.04 6.83% 1.64% 10.98% 5.74%
Edison International (EIX) 4 $49.72 $222.52 $198.86 -1.57% 4.40% 9.94% 7.87%
Eaton Vance Corp. (EV) 5 $37.15 $190.55 $185.75 2.38% 3.67% 12.40% 9.41%
Ford Motor Co. (F) 120 $6.86 $877.20 $823.80 1.94% 8.21% 4.84% -1.66%
Foot Locker, Inc. (FL) 11 $34.44 $358.55 $378.90 5.53% 4.66% 10.82% 9.54%
Flowers Foods, Inc. (FLO) 10 $23.48 $151.90 $234.85 15.63% 5.00% 5.75% 1.80%
Gilead Sciences, Inc. (GILD) 13 $64.22 $862.96 $834.80 1.74% 3.80% 11.06% 11.06%
General Mills, Inc. (GIS) 9 $57.88 $362.70 $520.92 27.35% 4.86% 2.54% 1.12%
Genuine Parts Co. (GPC) 5 $96.51 $360.00 $482.55 25.03% 4.24% 5.79% 5.09%
Hormel Foods Corp. (HRL) 4 $48.46 $140.00 $193.82 11.37% 2.40% 2.13% -1.84%
International Business Machines Corp. (IBM) 2 $120.16 $256.23 $240.32 3.61% 5.06% 8.50% -1.90%
Innovative Industrial Properties, Inc. (IIPR) 8 $123.24 $350.00 $985.96 77.01% 4.11% - -
Intel Corp. (INTC) 4 $49.82 $198.64 $199.28 2.83% 2.54% 10.30% 6.65%
Illinois Tool Works, Inc. (ITW) 4 $191.46 $528.22 $765.84 23.76% 3.03% 15.28% 10.13%
Johnson & Johnson (JNJ) 2 $145.06 $242.00 $290.12 11.31% 3.14% 6.52% 5.99%
The Kraft Heinz Co. (KHC) 23 $29.68 $730.19 $682.64 -0.46% 5.04% -7.01% -9.90%
Kimberly-Clark Corp. (KMB) 5 $145.89 $560.00 $729.45 13.30% 3.68% 5.20% 3.84%
Kinder Morgan, Inc. (KMI) 7 $12.87 $112.00 $90.09 0.64% 6.25% 9.53% 0.39%
The Coca-Cola Co. (KO) 4 $49.09 $161.44 $196.36 9.27% 3.96% 3.98% 0.56%
The Kroger Co. (KR) 8 $33.47 $176.76 $267.76 16.12% 2.53% 4.91% -1.37%
L Brands, Inc. (LB) 52 $29.44 $1125.04 $1530.62 18.69% 5.55% 1.88% -15.00%
Macy's, Inc. (M) 69 $6.31 $653.05 $435.39 - 15.95% 10.94% 0.40%
Mastercard, Inc. (MA) 1 $327.90 $123.00 $327.90 35.53% 1.07% 40.60% 20.48%
3M Co. (MMM) 4 $161.28 $662.33 $645.10 1.07% 3.48% 9.34% 5.77%
Altria Group, Inc. (MO) 25 $38.80 $1200.24 $970.12 -5.96% 6.67% 9.08% 4.44%
NextEra Energy, Inc. (NEE) 2 $276.22 $304.00 $552.44 28.37% 3.29% 8.40% 5.31%
NIKE, Inc. (NKE) 5 $113.33 $258.95 $566.65 24.85% 1.70% 1.55% -4.87%
Realty Income Corp. (O) 8 $60.06 $426.00 $480.48 12.88% 5.10% 4.04% 2.41%
Omega Healthcare Investors, Inc. (OHI) 10 $30.42 $273.66 $304.15 13.14% 9.65% 6.16% 3.98%
PepsiCo, Inc. (PEP) 4 $131.24 $418.00 $524.96 13.23% 3.66% 9.09% 8.44%
Procter & Gamble Co. (PG) 2 $136.70 $145.72 $273.40 33.69% 4.09% 4.30% 3.14%
Philip Morris International, Inc. (PM) 7 $77.82 $520.08 $544.74 7.93% 6.14% 3.26% -2.87%
QUALCOMM, Inc. (QCOM) 3 $111.94 $159.00 $335.84 28.43% 4.68% 11.39% 8.56%
Starbucks Corp. (SBUX) 4 $83.93 $202.00 $335.72 28.45% 2.85% 21.43% 20.71%
Tanger Factory Outlet Centers, Inc. (SKT) 122 $6.10 $1186.76 $744.81 - 14.60% 3.29% -0.70%
The Southern Co. (SO) 5 $53.02 $217.20 $265.10 12.95% 5.71% 3.27% 1.17%
Simon Property Group, Inc. (SPG) 12 $64.85 $815.91 $778.20 -24.61% 12.06% 9.70% 7.97%
STORE Capital Corp. (STOR) 16 $26.43 $442.00 $422.88 - 4.78% 6.81% 6.69%
Seagate Technology Plc (STX) 13 $48.22 $308.10 $626.80 26.67% 10.63% 0.91% 0.26%
AT&T, Inc. (T) 24 $28.62 $781.38 $687.00 0.80% 6.27% 2.55% 2.04%
Target Corp. (TGT) 6 $149.89 $371.96 $899.34 29.68% 4.26% 9.10% 3.88%
United Parcel Service, Inc. (UPS) 2 $160.98 $196.00 $321.97 52.88% 3.92% 7.51% 7.18%
Visa, Inc. (V) 2 $197.28 $213.70 $394.56 24.03% 0.94% 7.62% -4.50%
VF Corp. (VFC) 2 $68.68 $106.00 $137.36 12.47% 3.85% 8.94% 4.25%
Verizon Communications, Inc. (VZ) 10 $59.56 $569.20 $595.65 6.91% 4.23% 2.42% 2.15%
Walgreens Boots Alliance, Inc. (WBA) 20 $35.78 $1057.60 $715.50 11.00% 3.33% 9.65% 2.43%
Wells Fargo & Co. (WFC) 15 $24.04 $567.70 $360.52 11.00% 4.76% 13.26% 7.44%
W.P. Carey, Inc. (WPC) 3 $63.22 $181.80 $189.68 8.60% 6.81% 4.03% 1.76%
Williams-Sonoma, Inc. (WSM) 6 $86.16 $280.50 $516.96 21.94% 4.11% 10.38% 7.57%
Aqua America, Inc. (WTR) 0 $51.94 $-184.76 $0.00 35.16% - 4.84% -0.36%
Essential Utilities, Inc. (WTRG) 10 $39.31 $519.40 $393.10 -34.50% - 5.36% 1.73%
Exxon Mobil Corp. (XOM) 26.91 $36.43 $1435.22 $980.33 - 6.52% 5.54% 0.57%
Total: $30493.94 $34939.40 11.06% 5.38% 4.76%