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 :)
- Balance: $79,232.81
- Annual Dividends: $3,241.70
- YoC: 4.27%
- XIRR: 11.48%
- Gain/loss: 13.50%
Portfolio Value
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| Stock | Name | Shares | Price | 52w price | Total cost basis | Value | Dividends | Ur G/L% | XIRR | FD yield |
|---|---|---|---|---|---|---|---|---|---|---|
| Total (55 stocks): | $64,912.53 | $79,232.81 | $3,241.70 | 4.55% | 11.48% | |||||
| AAPL | Apple Inc. | 28 | $179.21 | $2,916.13 | $5,017.88 | $27.31 | 29.91% | 34.18% | 0.54% | |
| ABBV | AbbVie Inc. | 11 | $135.43 | $1,015.95 | $1,489.73 | $68.42 | 3.71% | 19.64% | 4.37% | |
| ADM | Archer-Daniels-Midland Company | 8 | $72.39 | $478 | $579.12 | $14.54 | 21.15% | 10.39% | 2.49% | |
| ALLY | Ally Financial Inc. | 93 | $28.18 | $2,631.65 | $2,620.74 | $149.08 | -0.41% | 3.80% | 4.26% | |
| BA | The Boeing Company | 6 | $207.29 | $913.08 | $1,243.74 | - | 72.70% | 11.82% | 3.29% | |
| BAC | Bank of America Corporation | 10 | $29.23 | $238.20 | $292.30 | $8.80 | 22.71% | 10.41% | 3.01% | |
| BBWI | Bath & Body Works, Inc. | 20 | $40.38 | $2,040.27 | $807.60 | $16 | -17.71% | -27.43% | 1.98% | |
| BMY | Bristol-Myers Squibb Company | 7 | $65.48 | $439.97 | $458.36 | $16.62 | 4.18% | 5.55% | 3.48% | |
| BNS | The Bank of Nova Scotia | 31 | $49.61 | $1,510.66 | $1,537.91 | $93.60 | 5.23% | 6.85% | 6.13% | |
| BNS.TO | The Bank of Nova Scotia | 8 | $49.64 | $398.28 | $397.15 | $26.06 | -0.29% | -2.45% | 6.20% | |
| BTI | British American Tobacco p.l.c. | 17 | $32.52 | $596.61 | $552.84 | $47.64 | -6.07% | 6.10% | 8.61% | |
| CAH | Cardinal Health, Inc. | 9.52 | $84.34 | $230.23 | $803.06 | $18.88 | 73.07% | 14.69% | 2.37% | |
| CMI | Cummins Inc. | 6 | $222.85 | $958.67 | $1,337.10 | $37.68 | 39.47% | 16.18% | 2.82% | |
| COST | Costco Wholesale Corporation | 3 | $516.26 | $1,455.33 | $1,548.78 | $12.59 | 6.42% | 16.63% | 0.79% | |
| CVS | CVS Health Corporation | 6 | $70.51 | -$83.86 | $423.06 | $13.32 | -0.18% | 10.52% | 3.40% | |
| DAL | Delta Air Lines, Inc. | 8 | $37.64 | $198.48 | $301.12 | - | 51.71% | 14.16% | 3.46% | |
| DIS | The Walt Disney Company | 18 | $92.16 | $1,792.89 | $1,658.88 | - | -7.47% | -2.65% | 1.88% | |
| GEO | Geo Group Inc (The) REIT | 167 | $7.73 | $1,198.76 | $1,290.91 | - | 7.69% | 3.36% | 17.27% | |
| GILD | Gilead Sciences, Inc. | 27 | $76.20 | $1,760.43 | $2,057.40 | $82.27 | 19.34% | 9.05% | 3.94% | |
| GPC | Genuine Parts Company | 3 | $152.30 | $53.15 | $456.90 | $11.53 | 153.83% | 24.73% | 2.50% | |
| HBH.DE | HORNBACH HOLD.ST O.N. | 3 | $73.61 | $202.98 | $220.83 | $7.70 | 8.79% | 11.93% | 3.49% | |
| IIPR | Innovative Industrial Propertie | 41 | $70.62 | $3,093.93 | $2,895.42 | $295.20 | -17.04% | 1.25% | 10.20% | |
| INTC | Intel Corporation | 161 | $30.96 | $5,114.91 | $4,984.56 | $80.48 | -2.55% | 1.25% | 1.55% | |
| JNJ | Johnson & Johnson | 16 | $158.18 | $2,522.10 | $2,530.88 | $72.32 | -2.63% | 3.68% | 2.86% | |
| JPM | JPMorgan Chase & Co. | 14 | $139.34 | $1,700.46 | $1,950.76 | $56 | 14.72% | 34.04% | 2.87% | |
| KMB | Kimberly-Clark Corporation | 11 | $135.62 | $1,282.20 | $1,491.82 | $52.49 | 16.77% | 8.73% | 3.48% | |
| KO | Coca-Cola Company (The) | 4 | $60.31 | $136.60 | $241.24 | $7.41 | 24.56% | 10.32% | 3.05% | |
| LUMN | Lumen Technologies, Inc. | 250 | $1.80 | $1,439.42 | $450 | - | -63.52% | -52.89% | 27.78% | |
| M | Macy's Inc | 56 | $15.90 | $429.86 | $890.40 | $36.96 | 107.49% | 19.97% | 4.03% | |
| MA | Mastercard Incorporated | 8 | $379.96 | $2,679.89 | $3,039.68 | $19.82 | 6.63% | 15.36% | 0.60% | |
| MMM | 3M Company | 28 | $98.29 | $3,554.94 | $2,752.12 | $169.02 | -17.82% | -21.08% | 6.10% | |
| MO | Altria Group, Inc. | 62 | $44.66 | $2,861.15 | $2,768.92 | $240.14 | 1.23% | 6.76% | 8.42% | |
| MPW | Medical Properties Trust, Inc. | 209 | $8.98 | $2,348.67 | $1,876.82 | $242.44 | -20.09% | -19.44% | 12.92% | |
| MSFT | Microsoft Corporation | 2 | $333.68 | $449.27 | $667.36 | $5.72 | 48.54% | 160.03% | 0.82% | |
| NEE | NextEra Energy, Inc. | 4 | $73.38 | -$34.26 | $293.52 | $7.69 | 4.58% | 16.98% | 2.56% | |
| NHI | National Health Investors, Inc. | 24 | $53.43 | $1,429.23 | $1,282.32 | $86.40 | -10.28% | -1.12% | 6.74% | |
| NKE | NIKE, Inc. | 20 | $106.19 | $1,592.83 | $2,123.80 | $28.74 | 19.87% | 17.01% | 1.28% | |
| O | Realty Income Corporation | 32 | $60.01 | $1,864.16 | $1,920.32 | $106.32 | 3.40% | 7.52% | 5.20% | |
| OHI | Omega Healthcare Investors, Inc. | 42 | $30.30 | $1,159.27 | $1,272.60 | $112.56 | 8.11% | 13.49% | 8.84% | |
| POOL | Pool Corporation | 2 | $336.32 | $670.57 | $672.64 | $9.76 | 0.31% | 2.32% | 1.19% | |
| SKT | Tanger Factory Outlet Centers, | 96 | $21.45 | $805.75 | $2,059.20 | $96.85 | 167.16% | 31.98% | 4.48% | |
| SPG | Simon Property Group, Inc. | 12 | $109.17 | $815.91 | $1,310.04 | $88.80 | 60.56% | 27.44% | 6.78% | |
| T | AT&T Inc. | 170 | $15.67 | $3,162.94 | $2,663.90 | $187.67 | -15.65% | -2.14% | 7.15% | |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | 7 | $99.82 | $555.30 | $698.74 | $12.76 | 25.83% | 60.07% | 1.84% | |
| V | Visa Inc. | 15 | $228.22 | $2,761.79 | $3,423.30 | $27.99 | 17.51% | 19.39% | 0.79% | |
| VFC | V.F. Corporation | 45 | $19.09 | $1,069.76 | $859.05 | $90.61 | -16.18% | -69.07% | 6.29% | |
| VICI | VICI Properties Inc. | 30 | $31.95 | $888.55 | $958.50 | $49.53 | 7.87% | 9.49% | 4.88% | |
| VZ | Verizon Communications Inc. | 64 | $34.70 | $2,944.48 | $2,220.80 | $169.71 | -14.90% | -10.52% | 7.49% | |
| WBA | Walgreens Boots Alliance, Inc. | 56 | $31.53 | $2,410.46 | $1,765.68 | $109.77 | -14.26% | -7.59% | 6.09% | |
| WBD | Warner Bros. Discovery, Inc. - | 12.76 | $12.10 | $384.31 | $154.40 | - | -51.60% | -51.59% | - | |
| WEC | WEC Energy Group, Inc. | 10 | $87.53 | $861.04 | $875.30 | $31.75 | 1.66% | 5.29% | 3.56% | |
| WFC | Wells Fargo & Company | 13 | $41.26 | $401.85 | $536.38 | $15.60 | 48.28% | 7.07% | 2.91% | |
| WM | Waste Management, Inc. | 2 | $162.68 | $225.96 | $325.36 | $5.71 | 43.99% | 19.18% | 1.72% | |
| WTRG | Essential Utilities, Inc. | 30 | $40.94 | $1,387.16 | $1,228.20 | $36.24 | -11.46% | -3.09% | 2.83% | |
| XEL | Xcel Energy Inc. | 15 | $63.56 | $910.85 | $953.40 | $31.20 | 4.67% | 9.88% | 3.27% | |
| Total: | $64,912.53 | $79,232.81 | $3,241.70 | 4.55% | 11.48% |