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 | FWD Dividends | G/L % | Ur G/L | XIRR | FD yield |
---|---|---|---|---|---|---|---|---|---|---|---|
Total (33): | $71,259.82 | $83,896.86 | $2,394.53 | 82.82% | $13,040.90 | 13.94% | |||||
AAPL | 16 | -$4.47 | $205.17 | $2,229.44 | $3,282.72 | $16.64 | 82.76% | $1,053.28 | 24.64% | 0.52% | |
ASML.AS | 12 | $688.92 | $793.85 | $8,267.07 | $9,526.22 | $103.47 | 15.23% | $1,259.15 | 33.34% | 1.08% | |
BBWI | 20 | $102.01 | $29.96 | $1,586.15 | $599.20 | $16 | -45.60% | -$617.72 | -21.41% | 2.66% | |
BKNG | 0.45 | $3,800.49 | $5,789.24 | $1,710.22 | $2,605.16 | $17.28 | 52.33% | $894.94 | 61.73% | 0.67% | |
BTI | 105 | $30.30 | $47.33 | $3,173.18 | $4,969.65 | $314.62 | 50.42% | $1,796.47 | 28.82% | 6.38% | |
COST | 4 | $586.37 | $989.94 | $2,345.48 | $3,959.76 | $20.80 | 68.82% | $1,614.28 | 33.34% | 0.53% | |
CP.TO | 10 | $71.85 | $79.07 | $718.50 | $790.69 | $6.67 | 10.05% | $72.20 | 7.01% | 0.85% | |
CRM | 5 | $218.16 | $272.69 | $1,090.80 | $1,363.45 | $8.32 | 25.00% | $272.65 | 23.77% | 0.61% | |
CVS | 32 | $49.60 | $68.98 | $2,095.03 | $2,207.36 | $85.12 | 18.71% | $112.33 | 9.48% | 3.88% | |
DIS | 25 | $95.77 | $124.01 | $2,394.13 | $3,100.25 | $25 | 29.49% | $706.12 | 7.28% | 0.82% | |
EOAN.DE | 70 | $17.46 | $18.31 | $1,222.27 | $1,281.40 | $45.11 | 4.84% | $59.13 | 55.60% | 3.51% | |
EVO.ST | 12 | $77.11 | $79.49 | $925.33 | $953.91 | $38.88 | 3.09% | $28.58 | 18.50% | 4.11% | |
IIPR | 61 | $66.27 | $55.22 | $4,438.70 | $3,368.42 | $463.60 | -14.07% | -$1,070.28 | 3.40% | 13.31% | |
INTC | 191 | $30.15 | $22.40 | $5,758.70 | $4,278.40 | - | -25.71% | -$1,480.30 | -8.09% | 2.20% | |
MA | 10 | $346.18 | $561.94 | $3,632.62 | $5,619.40 | $30.40 | 57.42% | $1,986.78 | 19.49% | 0.55% | |
MO | 87 | $44.50 | $58.63 | $3,745.73 | $5,100.81 | $354.96 | 24.84% | $1,355.08 | 14.91% | 6.94% | |
MPW | 259 | $10.04 | $4.31 | $2,600.78 | $1,116.29 | $82.88 | -57.08% | -$1,484.49 | -21.20% | 7.17% | |
MSFT | 2 | $224.63 | $497.41 | $449.27 | $994.82 | $6.64 | 121.43% | $545.55 | 38.97% | 0.67% | |
NKE | 20 | $79.64 | $71.04 | $1,771.75 | $1,420.80 | $32 | -8.46% | -$350.95 | -1.17% | 2.22% | |
O | 52 | $56.04 | $57.61 | $2,940.79 | $2,995.72 | $167.83 | 2.59% | $88.12 | 6.79% | 5.66% | |
POOL | 2 | $335.29 | $291.48 | $670.57 | $582.96 | $10 | -13.07% | -$87.61 | -4.73% | 1.71% | |
SPGI | 5 | $392.38 | $527.29 | $1,961.90 | $2,636.45 | $19.20 | 34.38% | $674.55 | 17.65% | 0.74% | |
TSM | 7 | $79.33 | $226.49 | $555.30 | $1,585.43 | $19.19 | 185.51% | $1,030.13 | 52.64% | 1.20% | |
TUYA | 200 | $1.68 | $2.31 | $336 | $462 | $9.72 | 37.50% | $126 | 74.88% | 2.09% | |
UI | 5 | $107.96 | $411.65 | $539.80 | $2,058.25 | $12 | 281.30% | $1,518.45 | 215.65% | 0.60% | |
UNP | 8 | $202.27 | $230.08 | $1,618.14 | $1,840.64 | $42.88 | 13.75% | $222.50 | 9.22% | 2.32% | |
V | 20 | $196.97 | $355.05 | $4,090.80 | $7,101 | $47.20 | 73.41% | $3,010.20 | 22.75% | 0.68% | |
VFC | 45 | $23.77 | $11.75 | $1,027.64 | $528.75 | $16.20 | -47.94% | -$497.44 | -22.04% | 3.04% | |
VICI | 30 | $29.62 | $32.60 | $888.55 | $978 | $51.90 | 10.07% | $89.45 | 8.10% | 5.36% | |
WBD | 74.76 | $11.94 | $11.46 | $827.40 | $856.75 | - | -3.77% | $29.35 | -1.88% | - | |
WTRG | 30 | $46.24 | $37.14 | $1,387.16 | $1,114.20 | $39.06 | -19.68% | -$272.96 | -2.37% | 3.53% | |
XIFR | 15 | $68.78 | $8.20 | $1,031.70 | $123 | - | -88.08% | -$908.70 | -48.96% | 44.08% | |
XTB.WA | 200 | $16.14 | $22.47 | $3,228.92 | $4,495 | $290.96 | 39.21% | $1,266.08 | 77.46% | 6.76% | |
Total: | $71,259.82 | $83,896.86 | $2,394.53 | 82.82% | $13,040.90 | 13.94% |