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 (45): | $86,618.27 | $96,746.32 | $3,495.40 | 48.55% | 12.44% | 13.97% | |||||
AAPL | 28 | $104.15 | $171.48 | $3,862.54 | $4,801.44 | $27.27 | 498.35% | 24.31% | 23.85% | 0.55% | |
ABBV | 11 | $92.36 | $182.10 | $1,436.47 | $2,003.10 | $69.76 | 77.09% | 39.45% | 25.26% | 3.44% | |
ALLY | 93 | $28.30 | $40.59 | $2,631.65 | $3,774.87 | $140.63 | - | 43.44% | 32.66% | 3.01% | |
BBWI | 20 | $102.01 | $50.02 | $1,586.15 | $1,000.40 | $16 | -28.85% | 1.94% | -17.54% | 1.62% | |
BMY | 7 | $62.85 | $54.23 | $439.97 | $379.61 | $17.17 | - | -13.72% | -1.81% | 4.51% | |
BNS | 31 | $48.73 | $51.78 | $1,461.53 | $1,605.18 | $97.20 | -14.73% | 9.83% | 8.56% | 6.10% | |
BNS.TO | 8 | $49.79 | $51.95 | $398.32 | $415.58 | $25.78 | - | 4.33% | 11.99% | 6.11% | |
BTI | 105 | $30.30 | $30.50 | $3,173.18 | $3,202.50 | $312.08 | -2.15% | 0.92% | 16.11% | 9.76% | |
COST | 3 | $485.11 | $732.63 | $1,455.33 | $2,197.89 | $14.18 | - | 51.02% | 42.65% | 0.56% | |
CP.TO | 10 | $71.85 | $88.54 | $718.50 | $885.42 | $5.82 | - | 23.23% | 82.40% | 0.63% | |
CVS | 22 | $46.42 | $79.76 | $1,529.03 | $1,754.72 | $58.52 | 41.65% | 14.76% | 12.08% | 3.32% | |
DIS | 25 | $95.77 | $122.36 | $2,394.13 | $3,059 | $7.50 | - | 27.77% | 9.44% | 0.25% | |
GEO | 167 | $7.18 | $14.12 | $1,198.76 | $2,358.04 | - | - | 96.71% | 24.82% | - | |
GILD | 27 | $65.20 | $73.25 | $1,724.05 | $1,977.75 | $83.16 | -5.94% | 14.72% | 7.15% | 4.22% | |
HBH.DE | 13 | $73.69 | $81.19 | $957.94 | $1,055.53 | $40.05 | - | 10.19% | 14.21% | 3.26% | |
IIPR | 41 | $75.46 | $103.54 | $3,490.13 | $4,245.14 | $320.34 | 112.26% | 21.63% | 27.34% | 6.98% | |
INTC | 161 | $31.77 | $44.17 | $5,114.91 | $7,111.37 | $83.30 | - | 39.03% | 21.14% | 1.10% | |
JNJ | 16 | $157.63 | $158.19 | $2,599.34 | $2,531.04 | $79.37 | 31.68% | -2.63% | 3.33% | 3.01% | |
JPM | 14 | $121.46 | $200.30 | $1,700.46 | $2,804.20 | $64.40 | - | 64.91% | 50.06% | 2.31% | |
KMB | 11 | $116.56 | $129.35 | $1,277.62 | $1,422.85 | $53.68 | -0.81% | 11.37% | 6.69% | 3.83% | |
LUMN | 250 | $5.76 | $1.56 | $1,233.57 | $390 | - | -38.09% | -68.38% | -38.05% | - | |
M | 56 | $7.68 | $19.99 | $429.13 | $1,119.44 | $38.92 | -0.32% | 160.86% | 22.45% | 3.43% | |
MA | 10 | $346.18 | $481.57 | $3,632.62 | $4,815.70 | $27.13 | 136.94% | 32.57% | 23.83% | 0.55% | |
MMM | 34 | $120.12 | $106.07 | $3,877.98 | $3,606.38 | $205.36 | -38.56% | -7.00% | -2.49% | 5.77% | |
MO | 87 | $44.50 | $43.62 | $3,745.73 | $3,794.94 | $347.30 | -10.44% | 1.31% | 7.48% | 8.98% | |
MPW | 259 | $10.04 | $4.70 | $2,600.78 | $1,217.30 | $158.18 | - | -53.19% | -37.85% | 12.71% | |
MSFT | 2 | $224.63 | $420.72 | $449.27 | $841.44 | $6.14 | - | 87.29% | 68.32% | 0.71% | |
NHI | 24 | $59.55 | $62.83 | $1,429.23 | $1,507.92 | $84.28 | - | 5.51% | 8.56% | 5.82% | |
NKE | 20 | $79.64 | $93.98 | $1,771.75 | $1,879.60 | $30.37 | 68.53% | 6.09% | 8.38% | 1.57% | |
O | 52 | $56.04 | $54.10 | $2,940.79 | $2,813.20 | $163.06 | 12.80% | -3.28% | 4.43% | 5.80% | |
OHI | 42 | $27.60 | $31.67 | $1,177.15 | $1,330.14 | $112.98 | 5.23% | 13.00% | 13.70% | 8.63% | |
POOL | 2 | $335.29 | $403.50 | $670.57 | $807 | $9.97 | - | 20.34% | 23.28% | 1.06% | |
SPGI | 5 | $392.38 | $425.45 | $1,961.90 | $2,127.25 | $18.20 | - | 8.43% | 14.18% | 0.86% | |
T | 170 | $18.61 | $17.60 | $3,158.08 | $2,992 | $167.39 | -0.60% | -5.26% | 5.14% | 6.38% | |
TSM | 7 | $79.33 | $136.05 | $555.30 | $952.35 | $11.96 | - | 71.50% | 52.52% | 1.26% | |
UNP | 8 | $202.27 | $245.93 | $1,618.14 | $1,967.44 | $43.96 | - | 21.59% | 32.47% | 2.13% | |
V | 20 | $196.97 | $279.08 | $4,090.80 | $5,581.60 | $46.97 | 70.19% | 36.44% | 23.24% | 0.75% | |
VFC | 45 | $23.77 | $15.34 | $1,027.64 | $690.30 | $16.08 | -41.72% | -32.64% | -27.97% | 2.39% | |
VICI | 30 | $29.62 | $29.79 | $888.55 | $893.70 | $51.94 | - | 0.58% | 5.79% | 5.65% | |
VZ | 79 | $43.59 | $41.96 | $3,108.51 | $3,314.84 | $211.21 | -34.74% | 6.64% | 4.11% | 6.36% | |
WBA | 123 | $32.31 | $21.69 | $3,622.73 | $2,667.87 | $123.49 | -48.27% | -26.36% | -13.41% | 4.76% | |
WBD | 12.76 | $30.12 | $8.73 | $319 | $111.39 | - | -51.77% | -65.08% | -45.14% | - | |
WEC | 10 | $86.10 | $82.12 | $861.04 | $821.20 | $33.40 | - | -4.63% | 1.18% | 4.14% | |
WTRG | 30 | $46.24 | $37.05 | $1,387.16 | $1,111.50 | $38.06 | - | -19.87% | -4.70% | 3.37% | |
XEL | 15 | $60.72 | $53.75 | $910.85 | $806.25 | $32.84 | - | -11.48% | -4.48% | 4.12% | |
Total: | $86,618.27 | $96,746.32 | $3,495.40 | 48.55% | 12.44% | 13.97% |