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 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
162.80
199.62
$3,862.54 $4,740.40 $28.43 498.35% 22.73% 22.64% 0.57%
ABBV 11 $92.36 $159.62
130.96
182.89
$1,436.47 $1,755.82 $70.67 77.09% 22.23% 20.96% 3.71%
ALLY 93 $28.30 $39.30
22.08
41.56
$2,631.65 $3,654.90 $128.35 - 38.88% 28.75% 3.07%
BBWI 20 $102.01 $46.04
27.30
50.34
$1,586.15 $920.80 $16 -28.85% -6.18% -18.99% 1.75%
BMY 7 $62.85 $44.85
44.70
70.94
$439.97 $313.95 $17.17 - -28.64% -8.16% 5.37%
BNS 31 $48.73 $46.56
39.80
51.98
$1,461.53 $1,443.36 $97.22 -14.73% -1.24% 4.83% 6.78%
BNS.TO 8 $49.79 $46.11
54.29
70.40
$398.31 $368.88 $25.32 - -7.39% 0.53% 6.71%
BTI 105 $30.30 $29.25
28.35
37.65
$3,173.18 $3,071.25 $312.09 -2.15% -3.21% 11.94% 10.11%
COST 3 $485.11 $729.18
463.74
787.08
$1,455.33 $2,187.54 $14.74 - 50.31% 39.42% 0.64%
CP.TO 10 $71.85 $80.91
94.45
123.37
$718.50 $809.06 $5.10 - 12.60% 32.93% 0.68%
CVS 22 $46.42 $67.18
64.41
83.25
$1,529.03 $1,477.96 $58.52 41.65% -3.34% 9.26% 3.95%
DIS 25 $95.77 $112.73
78.73
123.74
$2,394.13 $2,818.25 $7.50 - 17.72% 6.44% 0.27%
GILD 27 $65.20 $65.42
65.27
87.87
$1,724.05 $1,766.34 $83.83 -5.94% 2.45% 4.42% 4.72%
HBH.DE 13 $73.69 $78.74
55.05
77.75
$957.94 $1,023.64 $39.05 - 6.86% 9.61% 3.26%
IIPR 41 $75.46 $97.71
63.36
105.81
$3,490.13 $4,006.11 $317.03 112.26% 14.78% 23.43% 7.44%
INTC 161 $31.77 $31.88
26.86
51.28
$5,114.91 $5,132.68 $84.22 - 0.35% 2.81% 1.42%
JNJ 16 $157.63 $146.14
143.13
175.97
$2,599.34 $2,338.24 $82.70 31.68% -10.04% -0.54% 3.38%
JPM 14 $121.46 $193.49
126.22
200.94
$1,700.46 $2,708.86 $64.40 - 59.30% 43.24% 2.38%
KMB 11 $116.56 $135.24
114.07
147.87
$1,277.62 $1,487.64 $53.68 -0.81% 16.44% 7.67% 3.54%
LUMN 250 $5.76 $1.21
0.78
2.70
$1,233.57 $302.50 - -38.09% -75.48% -44.65% -
MA 10 $346.18 $462.42
357.85
490.00
$3,632.62 $4,624.20 $27.13 136.94% 27.30% 20.10% 0.57%
MMM 34 $120.12 $91.83
68.67
95.67
$3,877.98 $3,122.22 $246.03 -38.56% -19.49% -9.10% 6.56%
MO 87 $44.50 $43.38
38.16
48.11
$3,745.73 $3,774.06 $347.31 -10.44% 0.76% 7.09% 9.00%
MPW 259 $10.04 $4.51
2.92
10.74
$2,600.78 $1,168.09 $158.28 - -55.09% -36.58% 13.16%
MSFT 2 $224.63 $406.32
275.37
430.82
$449.27 $812.64 $6.14 - 80.88% 59.06% 0.75%
NHI 24 $59.55 $62.89
47.54
62.93
$1,429.23 $1,509.36 $84.29 - 5.61% 8.34% 5.75%
NKE 20 $79.64 $94.12
88.66
128.68
$1,771.75 $1,882.40 $30.37 68.53% 6.24% 8.20% 1.58%
O 52 $56.04 $53.71
45.04
64.18
$2,940.79 $2,792.92 $163.11 12.80% -3.98% 4.08% 5.73%
OHI 42 $27.60 $31.09
23.77
34.77
$1,177.15 $1,305.78 $112.84 5.23% 10.93% 13.49% 8.67%
POOL 2 $335.29 $371.17
305.04
422.73
$670.57 $742.34 $10.35 - 10.70% 11.83% 1.19%
SPGI 5 $392.38 $415.78
338.92
461.16
$1,961.90 $2,078.90 $18.80 - 5.96% 9.13% 0.88%
T 170 $18.61 $16.75
13.43
19.99
$3,158.08 $2,847.50 $164.98 -0.60% -9.83% 3.91% 6.69%
TSM 7 $79.33 $138.30
79.74
158.40
$555.30 $968.10 $11.98 - 74.34% 50.70% 1.25%
UI 5 $107.96 $108.30
103.00
252.23
$539.80 $541.50 $14.59 - 0.31% 49905.00% 2.23%
UNP 8 $202.27 $242.79
185.99
258.66
$1,618.14 $1,942.32 $45.13 - 20.03% 27.06% 2.14%
V 20 $196.97 $274.52
214.88
290.96
$4,090.80 $5,490.40 $49.74 70.19% 34.21% 21.29% 0.76%
VFC 45 $23.77 $12.64
12.02
23.55
$1,027.64 $568.80 $16.02 -41.72% -44.50% -38.74% 2.85%
VICI 30 $29.62 $28.47
26.63
34.05
$888.55 $854.10 $51.95 - -3.88% 3.88% 5.81%
VZ 79 $43.59 $39.68
29.17
43.42
$3,108.51 $3,134.72 $212.24 -34.74% 0.84% 1.81% 6.78%
WBA 123 $32.31 $17.70
17.59
36.14
$3,622.73 $2,177.10 $123.97 -48.27% -39.90% -22.29% 5.68%
WBD 74.76 $11.94 $8.11
8.02
14.76
$827.40 $606.30 - -51.77% -26.72% -45.33% -
WEC 10 $86.10 $81.49
75.13
98.80
$861.04 $814.90 $33.40 - -5.36% 1.27% 4.03%
WTRG 30 $46.24 $36.09
32.07
45.29
$1,387.16 $1,082.70 $38.06 - -21.95% -5.14% 3.36%
XEL 15 $60.72 $53.96
46.79
71.32
$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%