fin 10000

invest s 10000

Portfolio Value

Stock Shares Price Adjusted CB Value FWD Dividends XIRR YoC Avg DGR Min DGR
Total (28): $10,148.86 $20,445.01 $400.14 13.33% 3.66%
AMGN 2 $347.82 $354.62 $695.63 $20.94 13.52% 5.68% 9.79% 7.77%
BBT 7 $54.14 $356.79 $378.98 - 1.22% - - -
CFG 10 $67.12 $368 $671.25 $19.78 17.08% 5.00% 30.00% 30.00%
CMA 5 $88.67 $390.70 $443.35 - 5.08% 3.63% 7.24% 0.88%
DTE 3 $148.14 $375.66 $444.42 $14.48 7.97% 3.72% 7.49% 6.27%
ED 4 $107.83 $344.12 $431.32 $14.37 6.79% 4.13% 2.34% 1.98%
EMN 5 $73.31 $397.75 $366.55 $17.10 2.89% 4.22% 5.84% 3.58%
F 34 $14.46 $353.94 $491.81 $20.40 10.78% 5.76% 30.00% 30.00%
FITB 12 $53.48 $347.76 $641.76 $20.31 12.59% 5.52% 11.60% 7.68%
GILD 5 $126.35 $335.65 $631.75 $16.62 12.90% 4.89% 12.09% 2.70%
GM 9 $82.48 $349.20 $742.37 $6.32 12.20% 1.86% -10.11% -10.11%
HBAN 25 $17.31 $352.25 $432.75 $15.51 7.12% 4.40% 7.14% 0.27%
HPQ 18 $24.30 $365.22 $437.49 $22.68 7.10% 5.91% 11.66% 6.64%
IBM 4.06 $270.60 $420.75 $1,097.59 $27.41 14.91% 6.52% 4.32% 0.61%
IP 8 $36.12 $376.80 $288.96 $14.75 1.71% 3.93% 3.68% -0.83%
KSS 5 $16.62 $345.95 $83.10 $2.50 -14.55% 0.72% 12.38% -1.39%
MET 7 $86.88 $336 $608.16 $16.77 12.24% 4.94% 5.34% 4.32%
OMC 5 $76.98 $400.20 $384.93 $16 3.10% 4.00% 5.03% 1.51%
OXY 6 $53.58 $347.70 $321.48 $7.18 0.62% 1.79% 30.00% 30.00%
PFG 6 $111.25 $345.48 $667.50 $19.68 13.39% 5.70% 7.61% 5.16%
PRU 4 $109.19 $412.52 $436.76 $22.86 5.57% 5.43% 7.97% 4.09%
PSX 4 $171.81 $358.24 $687.24 $20.72 13.34% 5.67% 7.23% 5.31%
RF 23 $29.03 $358.34 $667.69 $24.38 13.32% 6.80% 13.78% 10.30%
STI 5 $70.09 $326.75 $350.45 - 1.34% - - -
VLO 4 $243.76 $353.76 $975.06 $19.20 18.76% 5.43% 11.25% 3.21%
WBA 7 $11.98 $378.56 $83.86 - -15.07% - -3.57% -15.44%
WDC 9.26 $690.00 $355.60 $6,390.09 $5.56 50.52% 1.56% - -
WFC 7 $84.67 $340.55 $592.72 $14.63 10.45% 3.70% 18.60% 14.69%
Total: $10,148.86 $20,445.01 $400.14 13.33% 3.66%