fin 10000

invest s 10000

Portfolio Value

Stock Shares Price Adjusted CB Value Dividends XIRR YoC Avg DGR Min DGR
Total (28): $10,148.86 $11,605.84 $414.24 6.38% 4.16%
AMGN 2 $269.98 $354.62 $539.96 $18 12.64% 5.08% 10.68% 9.10%
BBT 7 $54.14 $356.79 $378.98 - 1.74% - - -
CFG 10 $35.15 $368 $351.50 $20.58 11.08% 4.57% 30.00% 30.00%
CMA 5 $52.07 $390.70 $260.35 $14.20 -3.75% 3.63% 13.32% 0.74%
DTE 3 $109.52 $375.66 $328.56 $12.67 4.14% 3.26% 4.28% 3.50%
ED 4 $92.93 $344.12 $371.72 $13.28 5.36% 3.86% 2.22% 1.82%
EMN 5 $95.56 $397.75 $477.80 $16.47 7.23% 4.07% 7.93% 6.59%
F 34 $12.79 $353.94 $434.86 $44.88 10.00% 12.68% - -
FITB 12 $36.90 $347.76 $442.80 $17.96 8.79% 4.83% 14.67% 9.23%
GILD 5 $65.42 $335.65 $327.10 $15.52 3.82% 4.59% 4.26% 3.21%
GM 9 $45.84 $349.20 $412.56 $4.32 4.52% 1.24% - -
HBAN 25 $13.55 $352.25 $338.75 $15.69 3.68% 4.40% 9.38% 1.67%
HPQ 18 $28.00 $365.22 $504 $20.59 10.63% 5.43% 13.94% 11.02%
IBM 3.80 $167.13 $420.75 $634.48 $25.37 8.81% 5.99% 5.24% 1.25%
IP 8 $33.83 $376.80 $270.64 $14.71 -0.67% 3.93% 8.27% -1.17%
KSS 5 $24.53 $345.95 $122.65 $12.25 -15.31% 2.89% 30.00% 30.00%
MET 7 $70.42 $336 $492.94 $15.19 11.67% 4.33% 8.42% 4.35%
OMC 5 $95.89 $400.20 $479.45 $14 6.98% 3.50% 6.36% 2.53%
OXY 6 $67.78 $347.70 $406.68 $5.28 4.82% 1.52% 30.00% 30.00%
PFG 6 $79.12 $345.48 $474.72 $17.45 10.51% 4.79% 8.83% 5.30%
PRU 4 $110.50 $412.52 $442 $21.02 5.88% 5.04% 5.68% 1.69%
PSX 4 $151.41 $358.24 $605.64 $18.40 15.02% 5.14% 8.39% 3.30%
RF 23 $19.62 $358.34 $451.26 $22.95 9.07% 6.16% 16.43% 7.92%
STI 5 $70.09 $326.75 $350.45 - 1.92% - - -
VLO 4 $165.80 $353.76 $663.20 $17.12 17.29% 4.84% 14.98% 2.96%
WBA 7 $17.70 $378.56 $123.90 $7.06 -15.13% 1.85% 5.54% 1.58%
WDC 7 $71.36 $355.60 $499.52 - 7.88% - - -
WFC 7 $59.91 $340.55 $419.37 $9.27 6.68% 2.88% 5.40% -4.39%
Total: $10,148.86 $11,605.84 $414.24 6.38% 4.16%