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 (44): | $86,038.57 | $87,978.94 | $3,515.28 | 52.38% | 2.95% | 12.07% | |||||
AAPL | 28 | $104.15 | $169.30 | $3,862.54 | $4,740.40 | $28.43 | 498.35% | 22.73% | 22.64% | 0.57% | |
ABBV | 11 | $92.36 | $159.62 | $1,436.47 | $1,755.82 | $70.67 | 77.09% | 22.23% | 20.96% | 3.71% | |
ALLY | 93 | $28.30 | $39.30 | $2,631.65 | $3,654.90 | $128.35 | - | 38.88% | 28.75% | 3.07% | |
BBWI | 20 | $102.01 | $46.04 | $1,586.15 | $920.80 | $16 | -28.85% | -6.18% | -18.99% | 1.75% | |
BMY | 7 | $62.85 | $44.85 | $439.97 | $313.95 | $17.17 | - | -28.64% | -8.16% | 5.37% | |
BNS | 31 | $48.73 | $46.56 | $1,461.53 | $1,443.36 | $97.22 | -14.73% | -1.24% | 4.83% | 6.78% | |
BNS.TO | 8 | $49.79 | $46.11 | $398.31 | $368.88 | $25.32 | - | -7.39% | 0.53% | 6.71% | |
BTI | 105 | $30.30 | $29.25 | $3,173.18 | $3,071.25 | $312.09 | -2.15% | -3.21% | 11.94% | 10.11% | |
COST | 3 | $485.11 | $729.18 | $1,455.33 | $2,187.54 | $14.74 | - | 50.31% | 39.42% | 0.64% | |
CP.TO | 10 | $71.85 | $80.91 | $718.50 | $809.06 | $5.10 | - | 12.60% | 32.93% | 0.68% | |
CVS | 22 | $46.42 | $67.18 | $1,529.03 | $1,477.96 | $58.52 | 41.65% | -3.34% | 9.26% | 3.95% | |
DIS | 25 | $95.77 | $112.73 | $2,394.13 | $2,818.25 | $7.50 | - | 17.72% | 6.44% | 0.27% | |
GILD | 27 | $65.20 | $65.42 | $1,724.05 | $1,766.34 | $83.83 | -5.94% | 2.45% | 4.42% | 4.72% | |
HBH.DE | 13 | $73.69 | $78.74 | $957.94 | $1,023.64 | $39.05 | - | 6.86% | 9.61% | 3.26% | |
IIPR | 41 | $75.46 | $97.71 | $3,490.13 | $4,006.11 | $317.03 | 112.26% | 14.78% | 23.43% | 7.44% | |
INTC | 161 | $31.77 | $31.88 | $5,114.91 | $5,132.68 | $84.22 | - | 0.35% | 2.81% | 1.42% | |
JNJ | 16 | $157.63 | $146.14 | $2,599.34 | $2,338.24 | $82.70 | 31.68% | -10.04% | -0.54% | 3.38% | |
JPM | 14 | $121.46 | $193.49 | $1,700.46 | $2,708.86 | $64.40 | - | 59.30% | 43.24% | 2.38% | |
KMB | 11 | $116.56 | $135.24 | $1,277.62 | $1,487.64 | $53.68 | -0.81% | 16.44% | 7.67% | 3.54% | |
LUMN | 250 | $5.76 | $1.21 | $1,233.57 | $302.50 | - | -38.09% | -75.48% | -44.65% | - | |
MA | 10 | $346.18 | $462.42 | $3,632.62 | $4,624.20 | $27.13 | 136.94% | 27.30% | 20.10% | 0.57% | |
MMM | 34 | $120.12 | $91.83 | $3,877.98 | $3,122.22 | $246.03 | -38.56% | -19.49% | -9.10% | 6.56% | |
MO | 87 | $44.50 | $43.38 | $3,745.73 | $3,774.06 | $347.31 | -10.44% | 0.76% | 7.09% | 9.00% | |
MPW | 259 | $10.04 | $4.51 | $2,600.78 | $1,168.09 | $158.28 | - | -55.09% | -36.58% | 13.16% | |
MSFT | 2 | $224.63 | $406.32 | $449.27 | $812.64 | $6.14 | - | 80.88% | 59.06% | 0.75% | |
NHI | 24 | $59.55 | $62.89 | $1,429.23 | $1,509.36 | $84.29 | - | 5.61% | 8.34% | 5.75% | |
NKE | 20 | $79.64 | $94.12 | $1,771.75 | $1,882.40 | $30.37 | 68.53% | 6.24% | 8.20% | 1.58% | |
O | 52 | $56.04 | $53.71 | $2,940.79 | $2,792.92 | $163.11 | 12.80% | -3.98% | 4.08% | 5.73% | |
OHI | 42 | $27.60 | $31.09 | $1,177.15 | $1,305.78 | $112.84 | 5.23% | 10.93% | 13.49% | 8.67% | |
POOL | 2 | $335.29 | $371.17 | $670.57 | $742.34 | $10.35 | - | 10.70% | 11.83% | 1.19% | |
SPGI | 5 | $392.38 | $415.78 | $1,961.90 | $2,078.90 | $18.80 | - | 5.96% | 9.13% | 0.88% | |
T | 170 | $18.61 | $16.75 | $3,158.08 | $2,847.50 | $164.98 | -0.60% | -9.83% | 3.91% | 6.69% | |
TSM | 7 | $79.33 | $138.30 | $555.30 | $968.10 | $11.98 | - | 74.34% | 50.70% | 1.25% | |
UI | 5 | $107.96 | $108.30 | $539.80 | $541.50 | $14.59 | - | 0.31% | 49905.00% | 2.23% | |
UNP | 8 | $202.27 | $242.79 | $1,618.14 | $1,942.32 | $45.13 | - | 20.03% | 27.06% | 2.14% | |
V | 20 | $196.97 | $274.52 | $4,090.80 | $5,490.40 | $49.74 | 70.19% | 34.21% | 21.29% | 0.76% | |
VFC | 45 | $23.77 | $12.64 | $1,027.64 | $568.80 | $16.02 | -41.72% | -44.50% | -38.74% | 2.85% | |
VICI | 30 | $29.62 | $28.47 | $888.55 | $854.10 | $51.95 | - | -3.88% | 3.88% | 5.81% | |
VZ | 79 | $43.59 | $39.68 | $3,108.51 | $3,134.72 | $212.24 | -34.74% | 0.84% | 1.81% | 6.78% | |
WBA | 123 | $32.31 | $17.70 | $3,622.73 | $2,177.10 | $123.97 | -48.27% | -39.90% | -22.29% | 5.68% | |
WBD | 74.76 | $11.94 | $8.11 | $827.40 | $606.30 | - | -51.77% | -26.72% | -45.33% | - | |
WEC | 10 | $86.10 | $81.49 | $861.04 | $814.90 | $33.40 | - | -5.36% | 1.27% | 4.03% | |
WTRG | 30 | $46.24 | $36.09 | $1,387.16 | $1,082.70 | $38.06 | - | -21.95% | -5.14% | 3.36% | |
XEL | 15 | $60.72 | $53.96 | $910.85 | $809.40 | $32.85 | - | -11.14% | -4.03% | 3.98% | |
Total: | $86,038.57 | $87,978.94 | $3,515.28 | 52.38% | 2.95% | 12.07% |