Dividend growth investing
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 | Price | Total cost basis | Value | G/L % | XIRR | FD yield | YoC |
|---|---|---|---|---|---|---|---|---|
| Total (75 stocks): | $43,555.22 | $63,539.03 | 39.35% | 17.57% | 5.00% | |||
| AAPL | 12 | $149.24 | $692.86 | $1,790.88 | 158.48% | 35.02% | 0.63% | 1.59% |
| ABBV | 11 | $154.78 | $972.50 | $1,702.58 | 75.07% | 37.93% | 3.63% | 6.38% |
| ADM | 4 | $88.63 | $133.88 | $354.52 | 164.80% | 19.64% | 1.84% | 4.78% |
| BA | 5 | $132.05 | $807.84 | $660.25 | -18.27% | -10.25% | 3.29% | - |
| BAC | 10 | $35.99 | $238.20 | $359.90 | 51.09% | 27.99% | 2.41% | 3.53% |
| BBWI | 52 | $47.00 | $3,156.40 | $2,444.00 | -22.57% | -26.92% | 1.65% | 1.32% |
| BMY | 7 | $78.22 | $439.97 | $547.54 | 24.45% | 39.52% | 2.81% | 3.44% |
| BNS | 12 | $64.49 | $559.38 | $773.88 | 38.35% | 17.64% | 5.04% | 6.86% |
| BTI | 15 | $43.63 | $575.55 | $654.45 | 13.71% | 13.08% | 6.92% | 7.71% |
| CAH | 23.52 | $56.70 | $1,186.33 | $1,333.68 | 12.42% | 7.74% | 3.50% | 3.89% |
| CL | 9 | $78.77 | $570.79 | $708.93 | 24.20% | 8.68% | 2.39% | 2.96% |
| CMI | 3 | $208.20 | $305.00 | $624.60 | 104.79% | 18.69% | 2.86% | 5.70% |
| CVS | 19 | $99.38 | $1,213.60 | $1,888.22 | 55.59% | 13.67% | 2.23% | 3.44% |
| D | 6 | $84.25 | $415.50 | $505.50 | 21.66% | 9.32% | 3.19% | 3.86% |
| DAL | 8 | $40.72 | $198.48 | $325.76 | 64.13% | 26.75% | 3.46% | - |
| DG | 3 | $227.55 | $225.00 | $682.65 | 203.40% | 22.75% | 0.94% | 2.93% |
| DIN | 3 | $71.30 | $158.73 | $213.90 | 34.76% | 9.87% | 1.32% | 1.74% |
| DIS | 6 | $108.64 | $642.25 | $651.84 | 1.49% | 1.26% | 1.88% | - |
| EIX | 4 | $66.66 | $222.52 | $266.64 | 19.83% | 9.84% | 4.20% | 5.03% |
| F | 120 | $13.53 | $877.20 | $1,623.60 | 85.09% | 24.65% | 1.53% | 2.74% |
| FL | 11 | $31.96 | $358.55 | $351.56 | -1.95% | 2.68% | 5.27% | 4.91% |
| FLO | 10 | $26.92 | $151.90 | $269.20 | 77.22% | 14.78% | 3.10% | 5.53% |
| GEO | 167 | $6.71 | $1,198.76 | $1,120.57 | -6.52% | -5.54% | 17.27% | - |
| GILD | 21 | $63.18 | $1,338.00 | $1,326.78 | -0.84% | 3.73% | 4.69% | 4.58% |
| GIS | 9 | $72.91 | $362.70 | $656.19 | 80.92% | 23.40% | 2.78% | 5.06% |
| GPC | 5 | $137.61 | $360.00 | $688.05 | 91.13% | 26.47% | 2.63% | 4.97% |
| HRL | 4 | $52.86 | $140.00 | $211.44 | 51.03% | 10.25% | 1.95% | 2.97% |
| IBM | 3 | $138.37 | $368.23 | $415.11 | 12.73% | 8.23% | 4.89% | 5.38% |
| IIPR | 9 | $136.03 | $517.75 | $1,224.27 | 136.46% | 43.07% | 5.26% | 12.17% |
| INTC | 25 | $44.40 | $1,212.36 | $1,110.00 | -8.44% | -3.96% | 3.39% | 3.01% |
| ITW | 4 | $212.24 | $528.22 | $848.96 | 60.72% | 17.04% | 2.36% | 3.70% |
| JNJ | 2 | $178.82 | $242.00 | $357.64 | 47.79% | 13.52% | 2.38% | 3.50% |
| KHC | 23 | $43.16 | $730.19 | $992.68 | 35.95% | 15.55% | 3.63% | 5.04% |
| KMB | 5 | $138.66 | $560.00 | $693.30 | 23.80% | 8.48% | 3.34% | 4.14% |
| KMI | 7 | $19.74 | $112.00 | $138.18 | 23.38% | 7.99% | 5.73% | 6.94% |
| KO | 8 | $65.78 | $355.12 | $526.24 | 48.19% | 15.92% | 2.67% | 3.96% |
| KR | 8 | $51.23 | $176.76 | $409.84 | 131.86% | 21.71% | 1.58% | 3.80% |
| LUMN | 100 | $11.89 | $1,077.00 | $1,189.00 | 10.40% | 14.98% | 8.57% | 9.29% |
| M | 69 | $21.30 | $653.05 | $1,469.70 | 125.05% | 37.66% | 3.02% | 6.66% |
| MA | 1 | $338.86 | $123.00 | $338.86 | 175.50% | 23.62% | 0.59% | 1.59% |
| MMM | 6 | $152.34 | $961.36 | $914.04 | -4.92% | 1.05% | 3.96% | 3.72% |
| MO | 33 | $54.24 | $1,563.68 | $1,789.92 | 14.47% | 11.55% | 6.70% | 7.60% |
| MS | 2 | $82.93 | $153.68 | $165.86 | 7.93% | 9.99% | 3.50% | 3.64% |
| NEE | 12 | $72.02 | $584.67 | $864.24 | 47.82% | 17.93% | 2.42% | 3.49% |
| NHI | 16 | $57.23 | $1,001.84 | $915.68 | -8.60% | -3.96% | 6.49% | 5.75% |
| NKE | 5 | $115.90 | $258.95 | $579.50 | 123.79% | 17.62% | 1.08% | 2.36% |
| O | 18 | $68.61 | $1,066.19 | $1,234.98 | 15.83% | 14.69% | 4.35% | 5.00% |
| OHI | 31 | $30.14 | $879.97 | $934.34 | 6.18% | 13.16% | 9.19% | 9.44% |
| ONL | 1.50 | $13.46 | $30.00 | $20.19 | -32.70% | - | 0.77% | 0.50% |
| PEP | 4 | $174.46 | $418.00 | $697.84 | 66.95% | 16.73% | 2.45% | 4.11% |
| PG | 2 | $154.68 | $145.72 | $309.36 | 112.30% | 24.03% | 2.35% | 5.01% |
| PM | 7 | $106.30 | $520.08 | $744.10 | 43.07% | 15.93% | 4.72% | 6.73% |
| QCOM | 3 | $139.69 | $159.00 | $419.07 | 163.57% | 24.60% | 2.03% | 5.13% |
| SBUX | 4 | $73.72 | $202.00 | $294.88 | 45.98% | 13.33% | 2.71% | 3.88% |
| SKT | 122 | $19.31 | $1,186.76 | $2,355.82 | 98.51% | 43.03% | 4.45% | 8.22% |
| SO | 5 | $74.15 | $217.20 | $370.75 | 70.70% | 18.60% | 3.66% | 6.26% |
| SPG | 12 | $120.76 | $815.91 | $1,449.12 | 77.61% | 46.68% | 5.65% | 9.71% |
| STOR | 24 | $27.50 | $660.56 | $660.00 | -0.08% | 5.54% | 5.63% | 5.60% |
| STX | 13 | $87.10 | $308.10 | $1,132.30 | 267.51% | 31.83% | 3.38% | 11.81% |
| T | 74 | $20.57 | $1,589.57 | $1,522.18 | -3.31% | 3.36% | 5.48% | 5.17% |
| TGT | 6 | $215.28 | $371.96 | $1,291.68 | 247.26% | 28.87% | 1.64% | 5.81% |
| UPS | 2 | $183.14 | $196.00 | $366.28 | 86.88% | 28.26% | 3.38% | 6.20% |
| V | 2 | $204.00 | $213.70 | $408.00 | 90.92% | 16.07% | 0.76% | 1.40% |
| VFC | 2 | $48.23 | $106.00 | $96.46 | -9% | 3.00% | 4.26% | 3.77% |
| VICI | 30 | $29.54 | $888.55 | $886.20 | -0.26% | 4.19% | 4.96% | 4.86% |
| VSCO | 10 | $49.53 | $192.20 | $495.30 | 94.66% | 232.38% | - | - |
| VZ | 33 | $48.94 | $1,784.53 | $1,615.02 | -9.50% | -1.69% | 5.22% | 4.73% |
| WBA | 36 | $44.94 | $1,649.60 | $1,617.84 | -1.93% | 2.87% | 4.33% | 4.17% |
| WBD | 17.76 | $18.36 | $444.00 | $326.07 | -26.56% | - | - | - |
| WFC | 22 | $43.71 | $773.43 | $961.62 | 24.33% | 10.01% | 2.37% | 2.84% |
| WM | 2 | $157.23 | $225.96 | $314.46 | 39.17% | 32.35% | 1.65% | 2.30% |
| WPC | 3 | $82.89 | $181.80 | $248.67 | 36.78% | 14.44% | 5.20% | 6.98% |
| WSM | 6 | $128.53 | $280.50 | $771.18 | 174.93% | 24.51% | 2.51% | 6.67% |
| WTRG | 20 | $45.77 | $973.30 | $915.40 | -5.95% | -1.14% | 2.36% | 2.20% |
| XOM | 36.91 | $92.11 | $1,765.22 | $3,399.78 | 92.60% | 32.35% | 3.87% | 7.36% |
| Total: | $43,555.22 | $63,539.03 | 39.35% | 17.57% | 5.00% |