fin 10000

invest s 10000

Portfolio Value

Stock (28 stocks) Shares Current price Cost Basis Current Value XIRR Yield on Cost Avg DGRMin DGR
Total: $ 10148.86 $ 11037.60 7.30% 2.96% 5.30%
AMGEN Inc. (AMGN) 2 $ 238.61 $ 354.62 $ 477.22 18.74% 3.97% 13.49% 11.66%
BB&T Corp. (BBT) 7 $ 54.17 $ 356.79 $ 379.19 4.13% - - -
Citizens Financial Group Inc (CFG) 10 $ 44.24 $ 368.00 $ 442.40 12.93% 4.24% 33.84% 32.15%
Comerica, Inc. (CMA) 5 $ 68.08 $ 390.70 $ 340.40 -2.51% 3.48% 27.48% 13.32%
DTE Energy Co. (DTE) 3 $ 131.78 $ 375.66 $ 395.34 5.89% 3.47% 5.01% 0.05%
Consolidated Edison, Inc. (ED) 4 $ 74.46 $ 344.12 $ 297.84 -2.74% 3.60% 2.77% 1.72%
Eastman Chemical Co (EMN) 5 $ 114.18 $ 397.75 $ 570.90 21.95% 3.47% 9.21% 6.72%
Ford Motor Co. (F) 34 $ 14.52 $ 353.94 $ 493.68 19.12% - -13.61% -13.89%
Fifth Third Bancorp (FITB) 12 $ 36.90 $ 347.76 $ 442.80 15.37% 3.73% 36.65% 16.08%
Gilead Sciences, Inc. (GILD) 5 $ 66.59 $ 335.65 $ 332.95 3.91% 4.23% 9.82% 9.36%
General Motors Company (GM) 9 $ 58.76 $ 349.20 $ 528.80 23.54% - -21.82% -31.67%
Huntington Bancshares, Inc. (HBAN) 25 $ 13.26 $ 352.25 $ 331.62 1.76% 4.26% 24.22% 13.90%
HP Inc (HPQ) 18 $ 28.66 $ 365.22 $ 515.88 21.28% 3.84% 14.49% 9.67%
International Business Machines Corp. (IBM) 3.35 $ 143.04 $ 420.75 $ 479.21 6.29% 5.22% 7.44% 1.01%
International Paper Co. (IP) 8 $ 59.21 $ 376.80 $ 473.68 15.95% 4.35% 9.75% 3.27%
Kohl`s Corp. (KSS) 5 $ 50.50 $ 345.95 $ 252.50 -11.58% 0.36% -15.18% -25.06%
Metlife Inc (MET) 7 $ 58.30 $ 336.00 $ 408.06 13.60% 4.00% 8.50% 6.77%
Omnicom Group, Inc. (OMC) 5 $ 77.66 $ 400.20 $ 388.30 2.14% 3.50% 8.85% 5.00%
Occidental Petroleum Corp. (OXY) 6 $ 27.99 $ 347.70 $ 167.94 -26.63% 0.07% -7.39% -23.76%
Principal Financial Group Inc - Registered Shares (PFG) 6 $ 59.74 $ 345.48 $ 358.44 5.92% 4.24% 10.07% 6.29%
Prudential Financial Inc. (PRU) 4 $ 97.61 $ 412.52 $ 390.44 1.97% 4.46% 13.62% 12.60%
Phillips 66 (PSX) 4 $ 84.14 $ 358.24 $ 336.58 1.46% 4.02% 10.20% 9.77%
Regions Financial Corp. (RF) 23 $ 19.32 $ 358.34 $ 444.36 14.92% 3.98% 24.69% 12.41%
SunTrust Banks, Inc. (STI) 5 $ 70.13 $ 326.75 $ 350.65 4.57% - - -
Valero Energy Corp. (VLO) 4 $ 76.05 $ 353.76 $ 304.20 -2.15% 4.43% 24.38% 11.89%
Walgreens Boots Alliance Inc (WBA) 7 $ 50.79 $ 378.56 $ 355.53 0.78% 3.46% 9.75% 5.83%
Western Digital Corp. (WDC) 7 $ 69.50 $ 355.60 $ 486.50 17.83% - -19.67% -19.90%
Wells Fargo & Co. (WFC) 7 $ 41.75 $ 340.55 $ 292.25 -4.12% 0.82% 8.49% -4.30%
Total: $ 10148.86 $ 11037.60 7.30% 2.96% 5.30%