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 | $86,942.30 | $3,511.89 | 52.38% | 2.36% | 11.95% | |||||
AAPL | 28 | $104.15 | $165.10 | $3,862.54 | $4,622.74 | $28.43 | 498.35% | 19.68% | 21.77% | 0.57% | |
ABBV | 11 | $92.36 | $165.32 | $1,436.47 | $1,818.52 | $70.67 | 77.09% | 26.60% | 22.07% | 3.77% | |
ALLY | 93 | $28.30 | $38.92 | $2,631.65 | $3,619.56 | $140.64 | - | 37.54% | 27.72% | 3.10% | |
BBWI | 20 | $102.01 | $43.84 | $1,586.15 | $876.80 | $16 | -28.85% | -10.66% | -20.10% | 1.82% | |
BMY | 7 | $62.85 | $48.86 | $439.97 | $342.02 | $17.17 | - | -22.26% | -5.37% | 4.97% | |
BNS | 31 | $48.73 | $46.81 | $1,461.53 | $1,451.11 | $97.22 | -14.73% | -0.71% | 5.04% | 6.73% | |
BNS.TO | 8 | $49.79 | $46.65 | $398.31 | $373.23 | $25.01 | - | -6.30% | 1.68% | 6.61% | |
BTI | 105 | $30.30 | $29.02 | $3,173.18 | $3,047.10 | $312.09 | -2.15% | -3.97% | 11.46% | 10.31% | |
COST | 3 | $485.11 | $706.87 | $1,455.33 | $2,120.61 | $14.74 | - | 45.71% | 36.89% | 0.65% | |
CP.TO | 10 | $71.85 | $84.08 | $718.50 | $840.81 | $5.10 | - | 17.02% | 47.90% | 0.66% | |
CVS | 22 | $46.42 | $69.63 | $1,529.03 | $1,531.86 | $58.52 | 41.65% | 0.19% | 9.84% | 3.83% | |
DIS | 25 | $95.77 | $112.29 | $2,394.13 | $2,807.25 | $7.50 | - | 17.26% | 6.34% | 0.27% | |
GILD | 27 | $65.20 | $66.44 | $1,724.05 | $1,793.88 | $83.83 | -5.94% | 4.05% | 4.80% | 4.66% | |
HBH.DE | 13 | $73.69 | $77.68 | $957.94 | $1,009.83 | $39.05 | - | 5.42% | 8.30% | 3.25% | |
IIPR | 41 | $75.46 | $94.35 | $3,490.13 | $3,868.35 | $317.03 | 112.26% | 10.84% | 21.83% | 7.75% | |
INTC | 161 | $31.77 | $34.58 | $5,114.91 | $5,568.19 | $84.22 | - | 8.86% | 7.06% | 1.43% | |
JNJ | 16 | $157.63 | $147.32 | $2,599.34 | $2,357.12 | $80.44 | 31.68% | -9.32% | -0.57% | 3.23% | |
JPM | 14 | $121.46 | $184.74 | $1,700.46 | $2,586.36 | $64.40 | - | 52.10% | 39.31% | 2.55% | |
KMB | 11 | $116.56 | $126.42 | $1,277.62 | $1,390.68 | $53.68 | -0.81% | 8.85% | 6.02% | 3.89% | |
LUMN | 250 | $5.76 | $1.30 | $1,233.57 | $326.25 | - | -38.09% | -73.55% | -42.67% | - | |
MA | 10 | $346.18 | $453.90 | $3,632.62 | $4,539 | $27.13 | 136.94% | 24.95% | 19.10% | 0.58% | |
MMM | 34 | $120.12 | $92.09 | $3,877.98 | $3,131.06 | $246.03 | -38.56% | -19.26% | -9.04% | 6.60% | |
MO | 87 | $44.50 | $42.18 | $3,745.73 | $3,669.66 | $347.31 | -10.44% | -2.03% | 6.14% | 9.49% | |
MPW | 259 | $10.04 | $4.55 | $2,600.78 | $1,178.45 | $158.28 | - | -54.69% | -36.57% | 12.02% | |
MSFT | 2 | $224.63 | $400.17 | $449.27 | $800.34 | $6.14 | - | 78.14% | 58.28% | 0.74% | |
NHI | 24 | $59.55 | $61.01 | $1,429.23 | $1,464.24 | $84.29 | - | 2.45% | 7.16% | 5.96% | |
NKE | 20 | $79.64 | $95.12 | $1,771.75 | $1,902.40 | $30.37 | 68.53% | 7.37% | 8.65% | 1.55% | |
O | 52 | $56.04 | $52.86 | $2,940.79 | $2,748.46 | $163.11 | 12.80% | -5.50% | 3.32% | 5.93% | |
OHI | 42 | $27.60 | $30.37 | $1,177.15 | $1,275.54 | $112.98 | 5.23% | 8.36% | 12.28% | 8.94% | |
POOL | 2 | $335.29 | $362.78 | $670.57 | $725.56 | $10.35 | - | 8.20% | 9.55% | 1.21% | |
SPGI | 5 | $392.38 | $411.92 | $1,961.90 | $2,059.60 | $18.80 | - | 4.98% | 7.99% | 0.88% | |
T | 170 | $18.61 | $16.46 | $3,158.08 | $2,799.05 | $164.98 | -0.60% | -11.37% | 3.38% | 6.80% | |
TSM | 7 | $79.33 | $128.54 | $555.30 | $899.82 | $11.98 | - | 62.04% | 43.85% | 1.29% | |
UNP | 8 | $202.27 | $230.98 | $1,618.14 | $1,847.80 | $45.13 | - | 14.19% | 20.27% | 2.26% | |
V | 20 | $196.97 | $269.17 | $4,090.80 | $5,383.40 | $49.74 | 70.19% | 31.60% | 20.34% | 0.77% | |
VFC | 45 | $23.77 | $12.78 | $1,027.64 | $575.33 | $16.02 | -41.72% | -43.86% | -38.62% | 2.84% | |
VICI | 30 | $29.62 | $27.80 | $888.55 | $833.85 | $51.95 | - | -6.16% | 3.01% | 6.03% | |
VZ | 79 | $43.59 | $40.54 | $3,108.51 | $3,203.06 | $212.24 | -34.74% | 3.04% | 2.68% | 6.63% | |
WBA | 123 | $32.31 | $18.04 | $3,622.73 | $2,218.92 | $123.97 | -48.27% | -38.75% | -21.61% | 5.69% | |
WBD | 74.76 | $11.94 | $8.44 | $827.40 | $631.35 | - | -51.77% | -23.69% | -41.23% | - | |
WEC | 10 | $86.10 | $81.70 | $861.04 | $817 | $34.74 | - | -5.11% | 0.79% | 4.15% | |
WTRG | 30 | $46.24 | $35.46 | $1,387.16 | $1,063.65 | $38.06 | - | -23.32% | -5.71% | 3.49% | |
XEL | 15 | $60.72 | $54.84 | $910.85 | $822.53 | $32.85 | - | -9.70% | -3.09% | 4.07% | |
Total: | $85,498.77 | $86,942.30 | $3,511.89 | 52.38% | 2.36% | 11.95% |