fin 10000

invest s 10000

Portfolio Value

Stock Shares AVG cost basis Price Value FWD Dividends XIRR YoC Avg DGR Min DGR
Total (28): $19,900.34 $409.50 12.62% 4.04%
AMGN 2 $177.31 $437.23 $874.46 $20.16 16.43% 5.68% 9.41% 7.41%
BBT 7 $50.97 $54.14 $378.98 - 1.18% - - -
CFG 10 $36.80 $70.78 $707.80 $22.54 17.38% 5.00% 30.00% 30.00%
CMA 5 $78.14 $88.67 $443.35 - 4.94% 3.63% 7.24% 0.88%
DTE 3 $125.22 $136.08 $408.24 $14.74 6.75% 3.72% 7.49% 6.27%
ED 4 $86.03 $107.29 $429.16 $14.20 6.64% 4.13% 2.34% 2.00%
EMN 5 $79.55 $71.19 $355.95 $16.80 2.60% 4.22% 5.84% 3.58%
F 34 $10.41 $14.62 $497.08 $20.40 10.76% 5.76% 30.00% 30.00%
FITB 12 $28.98 $54.87 $658.44 $19.55 12.58% 5.52% 11.44% 7.26%
GILD 5 $67.13 $151.00 $754.98 $16.73 15.09% 4.89% 12.09% 2.70%
GM 9 $38.80 $87.76 $789.84 $7.94 12.78% 1.86% 30.00% 30.00%
HBAN 25 $14.09 $17.03 $425.75 $15.52 6.83% 4.40% 7.14% 0.27%
HPQ 18 $20.29 $32.64 $587.52 $21.87 10.77% 5.91% 11.44% 5.00%
IBM 4.06 $140.25 $234.89 $952.76 $27.54 12.38% 6.52% 4.17% 0.60%
IP 8 $47.10 $37.24 $297.92 $14.80 2.17% 3.93% 3.41% -0.94%
KSS 5 $69.19 $19.44 $97.20 $2.33 -12.57% 0.72% -0.22% -13.99%
MET 7 $48 $97.62 $683.34 $17.13 13.58% 4.94% 5.55% 4.32%
OMC 5 $80.04 $82.62 $413.10 $16 4.01% 4.00% 5.02% 1.52%
OXY 6 $57.95 $60.04 $360.24 $7.22 2.16% 1.93% 30.00% 30.00%
PFG 6 $57.58 $116.68 $700.08 $20.16 13.76% 5.84% 8.11% 5.73%
PRU 4 $103.13 $122.02 $488.08 $22.40 6.92% 5.43% 8.04% 4.04%
PSX 4 $89.56 $255.09 $1,020.36 $21.47 18.65% 5.59% 7.14% 5.52%
RF 23 $15.58 $30.42 $699.66 $29.37 13.71% 7.70% 13.20% 10.53%
STI 5 $65.35 $70.09 $350.45 - 1.30% - - -
VLO 4 $88.44 $370.72 $1,482.88 $20.44 24.64% 5.43% 15.29% 8.62%
WBA 7 $54.08 $11.98 $83.86 - -14.71% - -3.57% -15.44%
WDC 9.26 $50.80 $467.46 $4,329.15 $5.56 41.03% 1.56% - -
WFC 7 $48.65 $89.96 $629.72 $14.64 11.07% 4.11% 14.75% 9.91%
Total: $19,900.34 $409.50 12.62% 4.04%