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 (43): | $85,498.77 | $86,810.80 | $3,512.45 | 52.38% | 2.20% | 11.91% | |||||
AAPL | 28 | $104.15 | $167.04 | $3,862.54 | $4,677.12 | $28.43 | 498.35% | 21.09% | 22.25% | 0.57% | |
ABBV | 11 | $92.36 | $164.66 | $1,436.47 | $1,811.26 | $70.67 | 77.09% | 26.09% | 21.95% | 3.77% | |
ALLY | 93 | $28.30 | $38.71 | $2,631.65 | $3,600.03 | $140.64 | - | 36.80% | 27.28% | 3.31% | |
BBWI | 20 | $102.01 | $43.86 | $1,586.15 | $877.20 | $16 | -28.85% | -10.62% | -20.09% | 1.85% | |
BMY | 7 | $62.85 | $48.30 | $439.97 | $338.10 | $17.17 | - | -23.15% | -5.76% | 5.02% | |
BNS | 31 | $48.73 | $46.57 | $1,461.53 | $1,443.67 | $97.22 | -14.73% | -1.22% | 4.87% | 6.73% | |
BNS.TO | 8 | $49.79 | $46.86 | $398.31 | $374.90 | $25.16 | - | -5.88% | 2.13% | 6.60% | |
BTI | 105 | $30.30 | $28.82 | $3,173.18 | $3,026.10 | $312.09 | -2.15% | -4.64% | 10.88% | 10.40% | |
COST | 3 | $485.11 | $711.25 | $1,455.33 | $2,133.75 | $14.74 | - | 46.62% | 37.52% | 0.65% | |
CP.TO | 10 | $71.85 | $84.45 | $718.50 | $844.54 | $5.13 | - | 17.54% | 49.50% | 0.66% | |
CVS | 22 | $46.42 | $69.39 | $1,529.03 | $1,526.58 | $58.52 | 41.65% | -0.16% | 9.79% | 3.88% | |
DIS | 25 | $95.77 | $112.43 | $2,394.13 | $2,810.75 | $7.50 | - | 17.40% | 6.39% | 0.27% | |
GILD | 27 | $65.20 | $66.16 | $1,724.05 | $1,786.32 | $83.83 | -5.94% | 3.61% | 4.70% | 4.60% | |
HBH.DE | 13 | $73.69 | $79.19 | $957.94 | $1,029.42 | $39.43 | - | 7.46% | 10.44% | 3.27% | |
IIPR | 41 | $75.46 | $93.88 | $3,490.13 | $3,849.08 | $317.03 | 112.26% | 10.28% | 21.57% | 7.78% | |
INTC | 161 | $31.77 | $35.04 | $5,114.91 | $5,641.44 | $84.22 | - | 10.29% | 7.75% | 1.40% | |
JNJ | 16 | $157.63 | $145.74 | $2,599.34 | $2,331.84 | $80.44 | 31.68% | -10.29% | -1.14% | 3.29% | |
JPM | 14 | $121.46 | $181.25 | $1,700.46 | $2,537.50 | $64.40 | - | 49.22% | 37.45% | 2.55% | |
KMB | 11 | $116.56 | $125.61 | $1,277.62 | $1,381.71 | $53.68 | -0.81% | 8.15% | 5.86% | 3.87% | |
LUMN | 250 | $5.76 | $1.32 | $1,233.57 | $331.25 | - | -38.09% | -73.15% | -42.20% | - | |
MA | 10 | $346.18 | $454.70 | $3,632.62 | $4,547 | $27.13 | 136.94% | 25.17% | 19.22% | 0.57% | |
MMM | 34 | $120.12 | $91.48 | $3,877.98 | $3,110.32 | $246.03 | -38.56% | -19.80% | 10.01% | 6.64% | |
MO | 87 | $44.50 | $41.30 | $3,745.73 | $3,593.10 | $347.31 | -10.44% | -4.07% | 5.40% | 9.54% | |
MPW | 259 | $10.04 | $4.99 | $2,600.78 | $1,292.41 | $158.28 | - | -50.31% | -32.47% | 12.58% | |
MSFT | 2 | $224.63 | $404.27 | $449.27 | $808.54 | $6.14 | - | 79.97% | 59.53% | 0.73% | |
NHI | 24 | $59.55 | $60.44 | $1,429.23 | $1,450.56 | $84.29 | - | 1.49% | 6.78% | 6.05% | |
NKE | 20 | $79.64 | $95.74 | $1,771.75 | $1,914.80 | $30.37 | 68.53% | 8.07% | 8.90% | 1.56% | |
O | 52 | $56.04 | $52.03 | $2,940.79 | $2,705.56 | $163.11 | 12.80% | -6.98% | 2.54% | 6.01% | |
OHI | 42 | $27.60 | $29.98 | $1,177.15 | $1,259.16 | $112.98 | 5.23% | 6.97% | 11.90% | 8.95% | |
POOL | 2 | $335.29 | $362.91 | $670.57 | $725.82 | $10.35 | - | 8.24% | 9.59% | 1.21% | |
SPGI | 5 | $392.38 | $413.37 | $1,961.90 | $2,066.85 | $18.80 | - | 5.35% | 8.51% | 0.88% | |
T | 170 | $18.61 | $16.33 | $3,158.08 | $2,776.10 | $164.98 | -0.60% | -12.10% | 3.12% | 6.89% | |
TSM | 7 | $79.33 | $132.27 | $555.30 | $925.89 | $11.98 | - | 66.74% | 46.81% | 1.23% | |
UNP | 8 | $202.27 | $229.81 | $1,618.14 | $1,838.48 | $45.13 | - | 13.62% | 19.53% | 2.27% | |
V | 20 | $196.97 | $271.36 | $4,090.80 | $5,427.20 | $49.74 | 70.19% | 32.67% | 20.82% | 0.76% | |
VFC | 45 | $23.77 | $12.67 | $1,027.64 | $570.15 | $16.02 | -41.72% | -44.37% | -39.17% | 2.94% | |
VICI | 30 | $29.62 | $27.52 | $888.55 | $825.60 | $51.95 | - | -7.08% | 2.64% | 6.10% | |
VZ | 79 | $43.59 | $40.13 | $3,108.51 | $3,170.27 | $212.24 | -34.74% | 1.99% | 2.27% | 6.69% | |
WBA | 123 | $32.31 | $17.59 | $3,622.73 | $2,163.57 | $123.97 | -48.27% | -40.28% | -22.83% | 5.67% | |
WBD | 74.76 | $11.94 | $8.31 | $827.40 | $621.26 | - | -51.77% | -24.91% | -43.49% | - | |
WEC | 10 | $86.10 | $80.44 | $861.04 | $804.40 | $34.74 | - | -6.58% | -0.20% | 4.19% | |
WTRG | 30 | $46.24 | $35.16 | $1,387.16 | $1,054.80 | $38.06 | - | -23.96% | -5.96% | 3.56% | |
XEL | 15 | $60.72 | $53.76 | $910.85 | $806.40 | $32.85 | - | -11.47% | -4.30% | 4.12% | |
Total: | $85,498.77 | $86,810.80 | $3,512.45 | 52.38% | 2.20% | 11.91% |