fin 10000

invest s 10000

Portfolio Value

Stock Shares AVG cost basis Price Value FWD Dividends XIRR YoC Avg DGR Min DGR
Total (28): $18,927 $415.39 11.73% 4.23%
AMGN 2 $177.31 $449.07 $898.14 $20.53 16.53% 5.68% 9.41% 7.41%
BBT 7 $50.97 $54.14 $378.98 - 1.16% - - -
CFG 10 $36.80 $65.21 $652.10 $25.48 16.25% 5.65% 30.00% 30.00%
CMA 5 $78.14 $88.67 $443.35 - 4.86% 3.63% 7.24% 0.88%
DTE 3 $125.22 $132.62 $397.85 $14.23 6.32% 3.72% 6.84% 5.57%
ED 4 $86.03 $115.86 $463.44 $14.29 7.51% 4.13% 2.34% 2.00%
EMN 5 $79.55 $65.22 $326.08 $16.93 1.55% 4.22% 5.59% 2.98%
F 34 $10.41 $11.98 $407.15 $20.40 8.36% 5.76% 30.00% 30.00%
FITB 12 $28.98 $53.02 $636.18 $20.87 12.02% 5.80% 16.55% 7.08%
GILD 5 $67.13 $156.69 $783.45 $16.51 15.35% 4.89% 7.57% 2.69%
GM 9 $38.80 $77.18 $694.62 $8.42 10.68% 1.86% 30.00% 30.00%
HBAN 25 $14.09 $15.75 $393.70 $15.50 5.77% 4.40% 7.72% 0.67%
HPQ 18 $20.29 $33.52 $603.36 $21.87 10.94% 5.91% 11.44% 5.00%
IBM 4.09 $140.25 $251.84 $1,029.87 $27.81 13.20% 6.57% 4.17% 0.60%
IP 8 $47.10 $33.61 $268.88 $14.80 0.97% 3.93% 3.41% -0.94%
KSS 5 $69.19 $25.08 $125.40 $2.24 -9.76% 0.72% -0.22% -13.99%
MET 7 $48 $103.07 $721.49 $16.59 14.18% 4.94% 5.55% 4.32%
OMC 5 $80.04 $83.18 $415.90 $16 4.03% 4.00% 5.02% 1.52%
OXY 6 $57.95 $62.56 $375.33 $7.22 2.66% 1.93% 30.00% 30.00%
PFG 6 $57.58 $109.40 $656.40 $20.16 12.68% 5.84% 8.11% 5.73%
PRU 4 $103.13 $117.72 $470.88 $22.63 6.39% 5.43% 8.04% 4.04%
PSX 4 $89.56 $283.34 $1,133.36 $22.26 19.86% 5.67% 7.14% 5.52%
RF 23 $15.58 $28.36 $652.40 $29.37 12.58% 7.70% 13.20% 10.53%
STI 5 $65.35 $70.09 $350.45 - 1.28% - - -
VLO 4 $88.44 $423.20 $1,692.80 $20.44 26.26% 5.43% 15.29% 8.62%
WBA 7 $54.08 $11.98 $83.86 - -14.51% - -3.57% -15.44%
WDC 9.26 $50.80 $355.36 $3,291.02 $5.56 35.17% 1.56% - -
WFC 7 $48.65 $82.94 $580.58 $15.28 9.77% 4.11% 14.75% 9.91%
Total: $18,927 $415.39 11.73% 4.23%