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 (43): $85,498.77 $86,706.48 $3,512.45 52.38% 2.08% 11.89%
AAPL 28 $104.15 $167.01
162.80
199.62
$3,862.54 $4,676.28 $28.43 498.35% 21.07% 22.27% 0.57%
ABBV 11 $92.36 $165.76
130.96
182.89
$1,436.47 $1,823.36 $70.67 77.09% 26.93% 22.16% 3.77%
ALLY 93 $28.30 $39.26
22.54
41.56
$2,631.65 $3,651.18 $140.64 - 38.74% 28.49% 3.31%
BBWI 20 $102.01 $44.07
27.30
50.34
$1,586.15 $881.40 $16 -28.85% -10.19% -20.01% 1.85%
BMY 7 $62.85 $47.95
47.58
70.94
$439.97 $335.65 $17.17 - -23.71% -6.01% 5.02%
BNS 31 $48.73 $46.45
39.80
51.98
$1,461.53 $1,439.95 $97.22 -14.73% -1.48% 4.79% 6.73%
BNS.TO 8 $49.79 $46.73
54.29
70.40
$398.31 $373.85 $25.16 - -6.14% 1.85% 6.60%
BTI 105 $30.30 $28.73
28.35
37.65
$3,173.18 $3,016.65 $312.09 -2.15% -4.93% 10.64% 10.40%
COST 3 $485.11 $710.79
463.74
787.08
$1,455.33 $2,132.37 $14.74 - 46.52% 37.54% 0.65%
CP.TO 10 $71.85 $84.50
94.45
123.37
$718.50 $844.98 $5.13 - 17.60% 50.09% 0.66%
CVS 22 $46.42 $69.03
64.41
83.25
$1,529.03 $1,518.66 $58.52 41.65% -0.68% 9.71% 3.88%
DIS 25 $95.77 $113.10
78.73
123.74
$2,394.13 $2,827.63 $7.50 - 18.11% 6.60% 0.27%
GILD 27 $65.20 $66.14
66.93
87.87
$1,724.05 $1,785.78 $83.83 -5.94% 3.58% 4.70% 4.60%
HBH.DE 13 $73.69 $79.19
55.05
77.75
$957.94 $1,029.42 $39.43 - 7.46% 10.47% 3.27%
IIPR 41 $75.46 $93.91
63.36
105.81
$3,490.13 $3,850.31 $317.03 112.26% 10.32% 21.62% 7.78%
INTC 161 $31.77 $35.08
26.86
51.28
$5,114.91 $5,647.08 $84.22 - 10.40% 7.81% 1.40%
JNJ 16 $157.63 $144.57
144.45
175.97
$2,599.34 $2,313.12 $80.44 31.68% -11.01% -1.57% 3.29%
JPM 14 $121.46 $181.14
126.22
200.94
$1,700.46 $2,535.89 $64.40 - 49.13% 37.47% 2.55%
KMB 11 $116.56 $125.24
116.32
147.87
$1,277.62 $1,377.64 $53.68 -0.81% 7.83% 5.79% 3.87%
LUMN 250 $5.76 $1.35
0.78
2.70
$1,233.57 $336.88 - -38.09% -72.69% -41.72% -
MA 10 $346.18 $455.45
357.85
490.00
$3,632.62 $4,554.50 $27.13 136.94% 25.38% 19.36% 0.57%
MMM 34 $120.12 $91.22
71.36
95.67
$3,877.98 $3,101.48 $246.03 -38.56% -20.02% -9.56% 6.64%
MO 87 $44.50 $41.26
38.16
48.11
$3,745.73 $3,589.19 $347.31 -10.44% -4.18% 5.36% 9.54%
MPW 259 $10.04 $4.90
2.92
10.74
$2,600.78 $1,270.40 $158.28 - -51.15% -33.30% 12.58%
MSFT 2 $224.63 $407.49
275.37
430.82
$449.27 $814.98 $6.14 - 81.40% 60.67% 0.73%
NHI 24 $59.55 $60.00
47.54
62.93
$1,429.23 $1,440 $84.29 - 0.75% 6.50% 6.05%
NKE 20 $79.64 $94.78
88.66
128.68
$1,771.75 $1,895.50 $30.37 68.53% 6.98% 8.53% 1.56%
O 52 $56.04 $51.62
45.04
64.18
$2,940.79 $2,683.98 $163.11 12.80% -7.72% 2.15% 6.01%
OHI 42 $27.60 $29.90
26.00
34.77
$1,177.15 $1,255.59 $112.98 5.23% 6.66% 11.83% 8.95%
POOL 2 $335.29 $366.24
307.77
422.73
$670.57 $732.49 $10.35 - 9.23% 10.62% 1.21%
SPGI 5 $392.38 $411.18
338.92
461.16
$1,961.90 $2,055.93 $18.80 - 4.79% 7.75% 0.88%
T 170 $18.61 $16.20
13.43
19.99
$3,158.08 $2,754.85 $164.98 -0.60% -12.77% 2.88% 6.89%
TSM 7 $79.33 $131.75
81.21
158.40
$555.30 $922.26 $11.98 - 66.08% 46.51% 1.23%
UNP 8 $202.27 $229.86
190.37
258.66
$1,618.14 $1,838.88 $45.13 - 13.64% 19.63% 2.27%
V 20 $196.97 $270.76
216.14
290.96
$4,090.80 $5,415.20 $49.74 70.19% 32.38% 20.72% 0.76%
VFC 45 $23.77 $12.68
12.02
23.55
$1,027.64 $570.60 $16.02 -41.72% -44.32% -39.21% 2.94%
VICI 30 $29.62 $27.40
26.63
34.05
$888.55 $821.85 $51.95 - -7.51% 2.47% 6.10%
VZ 79 $43.59 $39.88
30.14
43.42
$3,108.51 $3,150.92 $212.24 -34.74% 1.36% 2.03% 6.69%
WBA 123 $32.31 $17.62
17.63
36.14
$3,622.73 $2,166.65 $123.97 -48.27% -40.19% -22.79% 5.67%
WBD 74.76 $11.94 $8.36
8.02
14.76
$827.40 $625.37 - -51.77% -24.42% -42.78% -
WEC 10 $86.10 $79.69
75.13
98.80
$861.04 $796.90 $34.74 - -7.45% -0.80% 4.19%
WTRG 30 $46.24 $35.00
32.07
45.29
$1,387.16 $1,049.85 $38.06 - -24.32% -6.11% 3.56%
XEL 15 $60.72 $53.40
46.79
71.32
$910.85 $801.08 $32.85 - -12.05% -4.71% 4.12%
Total: $85,498.77 $86,706.48 $3,512.45 52.38% 2.08% 11.89%