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: $60,584.76
- Annual Dividends: $2,336.70
- YoC: 5.02%
- XIRR: 13.77%
- Gain/loss: 26.38%
Portfolio Value
| Stock | Shares | Price | Total cost basis | Value | G/L % | XIRR | FD yield | YoC |
|---|---|---|---|---|---|---|---|---|
| Total (77 stocks): | $46,429.35 | $60,584.76 | 26.38% | 13.77% | 5.02% | |||
| AAPL | 12 | $138.93 | $692.86 | $1,667.16 | 140.62% | 31.53% | 0.66% | 1.59% |
| ABBV | 11 | $153.80 | $972.50 | $1,691.80 | 73.96% | 35.13% | 3.67% | 6.38% |
| ADM | 4 | $76.41 | $133.88 | $305.64 | 128.29% | 16.81% | 2.09% | 4.78% |
| ALLY | 12 | $34.20 | $417.94 | $410.40 | -1.80% | - | 3.51% | 3.45% |
| BA | 7 | $139.84 | $1,040.19 | $978.88 | -5.89% | -3.69% | 3.29% | - |
| BAC | 10 | $31.56 | $238.20 | $315.60 | 32.49% | 18.48% | 2.66% | 3.53% |
| BBWI | 52 | $27.88 | $3,156.40 | $1,449.76 | -54.07% | - | 2.87% | 1.32% |
| BMY | 7 | $76.84 | $439.97 | $537.88 | 22.25% | 29.78% | 2.81% | 3.44% |
| BNS | 12 | $58.79 | $559.38 | $705.48 | 26.12% | 13.32% | 5.44% | 6.86% |
| BTI | 15 | $43.28 | $575.55 | $649.20 | 12.80% | 12.12% | 6.84% | 7.71% |
| CAH | 23.52 | $53.10 | $1,186.33 | $1,249.00 | 5.28% | 5.29% | 3.70% | 3.89% |
| CL | 9 | $81.97 | $570.79 | $737.73 | 29.25% | 9.46% | 2.29% | 2.96% |
| CMI | 3 | $194.11 | $305.00 | $582.33 | 90.93% | 17.03% | 2.99% | 5.70% |
| CVS | 19 | $93.94 | $1,213.60 | $1,784.86 | 47.07% | 11.91% | 2.34% | 3.44% |
| D | 6 | $81.24 | $415.50 | $487.44 | 17.31% | 8.37% | 3.29% | 3.86% |
| DAL | 8 | $29.52 | $198.48 | $236.16 | 18.98% | 8.14% | 3.46% | - |
| DG | 3 | $246.35 | $225.00 | $739.05 | 228.47% | 23.83% | 0.89% | 2.93% |
| DIN | 3 | $67.49 | $158.73 | $202.47 | 27.56% | 8.72% | 1.51% | 1.93% |
| DIS | 8 | $96.14 | $830.43 | $769.12 | -7.38% | -1.26% | 1.88% | - |
| EIX | 4 | $63.75 | $222.52 | $255.00 | 14.60% | 8.25% | 4.39% | 5.03% |
| F | 120 | $11.32 | $877.20 | $1,358.40 | 54.86% | 17.46% | 3.53% | 5.47% |
| FL | 11 | $25.13 | $358.55 | $276.43 | -22.90% | -2.94% | 6.37% | 4.91% |
| FLO | 10 | $26.68 | $151.90 | $266.80 | 75.64% | 14.44% | 3.30% | 5.79% |
| GEO | 167 | $6.72 | $1,198.76 | $1,122.24 | -6.38% | -4.89% | 17.27% | - |
| GILD | 21 | $62.36 | $1,338.00 | $1,309.56 | -2.13% | 3.53% | 4.68% | 4.58% |
| GIS | 9 | $75.79 | $362.70 | $682.11 | 88.06% | 23.76% | 2.69% | 5.06% |
| GPC | 5 | $133.35 | $360.00 | $666.75 | 85.21% | 24.49% | 2.68% | 4.97% |
| HRL | 4 | $47.72 | $140.00 | $190.88 | 36.34% | 8.10% | 2.18% | 2.97% |
| IBM | 3 | $141.12 | $368.23 | $423.36 | 14.97% | 8.40% | 4.68% | 5.38% |
| IIPR | 9 | $111.94 | $517.75 | $1,007.46 | 94.58% | 33.53% | 6.25% | 12.17% |
| INTC | 43 | $36.34 | $1,892.46 | $1,562.62 | -17.43% | -18.34% | 4.02% | 3.32% |
| ITW | 4 | $182.89 | $528.22 | $731.56 | 38.50% | 12.11% | 2.67% | 3.70% |
| JNJ | 2 | $179.52 | $242.00 | $359.04 | 48.36% | 13.35% | 2.52% | 3.74% |
| KHC | 23 | $38.64 | $730.19 | $888.72 | 21.71% | 11.50% | 4.14% | 5.04% |
| KMB | 7 | $136.76 | $823.79 | $957.32 | 16.21% | 8.46% | 3.39% | 3.94% |
| KMI | 7 | $16.98 | $112.00 | $118.86 | 6.13% | 5.80% | 6.55% | 6.94% |
| KO | 8 | $64.38 | $355.12 | $515.04 | 45.03% | 14.91% | 2.73% | 3.96% |
| KR | 8 | $48.14 | $176.76 | $385.12 | 117.88% | 19.68% | 1.74% | 3.80% |
| LUMN | 100 | $11.14 | $1,077.00 | $1,114.00 | 3.44% | 11.36% | 8.98% | 9.29% |
| M | 69 | $17.97 | $653.05 | $1,239.93 | 89.87% | 28.99% | 3.52% | 6.66% |
| MA | 1 | $318.24 | $123.00 | $318.24 | 158.73% | 21.46% | 0.62% | 1.59% |
| MMM | 8 | $128.49 | $1,225.71 | $1,027.92 | -16.14% | -5.96% | 4.64% | 3.89% |
| MO | 37 | $42.25 | $1,762.73 | $1,563.25 | -11.32% | 3.15% | 8.52% | 7.56% |
| MPW | 27 | $15.64 | $396.74 | $422.28 | 6.44% | 254.34% | 7.42% | 7.89% |
| MS | 2 | $76.75 | $153.68 | $153.50 | -0.12% | 3.01% | 3.65% | 3.64% |
| NEE | 12 | $80.56 | $584.67 | $966.72 | 65.34% | 21.53% | 2.11% | 3.49% |
| NHI | 16 | $61.59 | $1,001.84 | $985.44 | -1.64% | 3.45% | 5.85% | 5.75% |
| NKE | 5 | $101.18 | $258.95 | $505.90 | 95.37% | 14.46% | 1.21% | 2.36% |
| O | 18 | $70.15 | $1,066.19 | $1,262.70 | 18.43% | 15.08% | 4.23% | 5.00% |
| OHI | 39 | $28.79 | $1,111.59 | $1,122.81 | 1.01% | 10.00% | 9.31% | 9.40% |
| ONL | 1.50 | $11.01 | $30.00 | $16.52 | -44.95% | - | 0.91% | 0.50% |
| PEP | 4 | $169.39 | $418.00 | $677.56 | 62.10% | 15.62% | 2.72% | 4.40% |
| PG | 2 | $146.11 | $145.72 | $292.22 | 100.54% | 21.66% | 2.50% | 5.01% |
| PM | 7 | $99.72 | $520.08 | $698.04 | 34.22% | 13.68% | 5.01% | 6.73% |
| QCOM | 3 | $123.53 | $159.00 | $370.59 | 133.08% | 21.40% | 2.43% | 5.66% |
| SBUX | 4 | $79.26 | $202.00 | $317.04 | 56.95% | 14.84% | 2.47% | 3.88% |
| SKT | 122 | $14.46 | $1,186.76 | $1,764.12 | 48.65% | 24.75% | 5.53% | 8.22% |
| SO | 5 | $73.14 | $217.20 | $365.70 | 68.37% | 17.71% | 3.72% | 6.26% |
| SPG | 12 | $95.68 | $815.91 | $1,148.16 | 40.72% | 28.85% | 7.11% | 10.00% |
| STOR | 24 | $26.89 | $660.56 | $645.36 | -2.30% | 3.87% | 5.73% | 5.60% |
| STX | 13 | $69.09 | $308.10 | $898.17 | 191.52% | 27.27% | 4.05% | 11.81% |
| T | 74 | $21.31 | $1,589.57 | $1,576.94 | -0.62% | 4.46% | 5.22% | 5.17% |
| TGT | 6 | $142.38 | $371.96 | $854.28 | 129.67% | 19.60% | 2.53% | 5.81% |
| UPS | 2 | $184.99 | $196.00 | $369.98 | 88.77% | 27.35% | 3.29% | 6.20% |
| V | 2 | $199.18 | $213.70 | $398.36 | 86.41% | 15.02% | 0.75% | 1.40% |
| VFC | 2 | $44.13 | $106.00 | $88.26 | -16.74% | 1.63% | 4.53% | 3.77% |
| VICI | 30 | $30.72 | $888.55 | $921.60 | 3.72% | 10.52% | 4.69% | 4.86% |
| VSCO | 10 | $27.98 | $192.20 | $279.80 | 27.36% | 50.43% | - | - |
| VZ | 33 | $51.64 | $1,784.53 | $1,704.12 | -4.51% | 1.56% | 4.96% | 4.73% |
| WBA | 36 | $38.56 | $1,649.60 | $1,388.16 | -15.85% | -2.30% | 4.96% | 4.17% |
| WBD | 17.76 | $14.25 | $444.00 | $253.08 | -43% | - | - | - |
| WFC | 22 | $39.92 | $773.43 | $878.24 | 13.55% | 6.79% | 2.51% | 2.84% |
| WM | 2 | $155.65 | $225.96 | $311.30 | 37.77% | 28.39% | 1.67% | 2.30% |
| WPC | 3 | $83.37 | $181.80 | $250.11 | 37.57% | 14.16% | 5.07% | 6.98% |
| WSM | 6 | $112.81 | $280.50 | $676.86 | 141.30% | 21.11% | 2.77% | 6.67% |
| WTRG | 20 | $47.44 | $973.30 | $948.80 | -2.52% | 0.78% | 2.26% | 2.20% |
| XOM | 36.91 | $87.55 | $1,765.22 | $3,231.47 | 83.06% | 28.90% | 4.02% | 7.36% |
| Total: | $46,429.35 | $60,584.76 | 26.38% | 13.77% | 5.02% |