fin 10000

invest s 10000

Portfolio Value

Stock Shares AVG cost basis Price Value FWD Dividends XIRR YoC Avg DGR Min DGR
Total (28): $18,713.19 $405.87 11.58% 4.24%
AMGN 2 $177.31 $439.26 $878.52 $20.53 16.22% 5.68% 9.41% 7.41%
BBT 7 $50.97 $54.14 $378.98 - 1.16% - - -
CFG 10 $36.80 $65.14 $651.40 $16.12 16.23% 5.65% 10.00% -30.00%
CMA 5 $78.14 $88.67 $443.35 - 4.86% 3.63% 7.24% 0.88%
DTE 3 $125.22 $131.89 $395.67 $14.23 6.25% 3.72% 6.84% 5.57%
ED 4 $86.03 $115.74 $462.96 $14.29 7.49% 4.13% 2.34% 2.00%
EMN 5 $79.55 $64.93 $324.65 $16.93 1.50% 4.22% 5.59% 2.98%
F 34 $10.41 $11.60 $394.40 $20.40 8.01% 5.76% 30.00% 30.00%
FITB 12 $28.98 $52.98 $635.76 $20.87 12.01% 5.80% 16.55% 7.08%
GILD 5 $67.13 $156.04 $780.20 $16.51 15.29% 4.89% 7.57% 2.69%
GM 9 $38.80 $75.92 $683.28 $8.42 10.44% 1.86% 30.00% 30.00%
HBAN 25 $14.09 $15.73 $393.25 $15.50 5.76% 4.40% 7.72% 0.67%
HPQ 18 $20.29 $33.64 $605.52 $21.87 10.99% 5.91% 11.44% 5.00%
IBM 4.09 $140.25 $253.56 $1,036.90 $27.64 13.40% 6.57% 4.17% 0.60%
IP 8 $47.10 $33.19 $265.52 $14.80 0.83% 3.93% 3.41% -0.94%
KSS 5 $69.19 $24.58 $122.90 $2.24 -9.97% 0.72% -0.22% -13.99%
MET 7 $48 $98.82 $691.74 $16.59 13.60% 4.94% 5.55% 4.32%
OMC 5 $80.04 $82.68 $413.40 $16 3.96% 4.00% 5.02% 1.52%
OXY 6 $57.95 $64.17 $385.02 $7.22 2.99% 1.93% 30.00% 30.00%
PFG 6 $57.58 $108.56 $651.39 $20.16 12.57% 5.84% 8.11% 5.73%
PRU 4 $103.13 $114.99 $459.96 $22.63 6.11% 5.43% 8.04% 4.04%
PSX 4 $89.56 $283.18 $1,132.72 $22.26 19.85% 5.67% 7.14% 5.52%
RF 23 $15.58 $28.47 $654.81 $29.37 12.62% 7.70% 13.20% 10.53%
STI 5 $65.35 $70.09 $350.45 - 1.28% - - -
VLO 4 $88.44 $419.28 $1,677.12 $20.44 26.11% 5.43% 15.29% 8.62%
WBA 7 $54.08 $11.98 $83.86 - -14.50% - -3.57% -15.44%
WDC 9.26 $50.80 $343.67 $3,182.73 $5.56 34.56% 1.56% - -
WFC 7 $48.65 $82.39 $576.73 $15.28 9.68% 4.11% 14.75% 9.91%
Total: $18,713.19 $405.87 11.58% 4.24%