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 $11,410.34 $416.15 6.04% 4.14%
AMGN 2 $262.75 $354.62 $525.50 $18.41 11.96% 5.08% 10.68% 9.10%
BBT 7 $54.14 $356.79 $378.98 - 1.75% - - -
CFG 10 $32.90 $368 $329 $23.48 9.93% 4.57% 30.00% 30.00%
CMA 5 $50.66 $390.70 $253.30 $14.20 -4.24% 3.63% 13.32% 0.74%
DTE 3 $106.48 $375.66 $319.44 $12.67 3.62% 3.26% 4.28% 3.50%
ED 4 $90.90 $344.12 $363.60 $13.34 4.78% 3.86% 2.22% 1.82%
EMN 5 $96.00 $397.75 $480 $16.47 7.36% 4.07% 7.93% 6.59%
F 34 $12.06 $353.94 $410.04 $44.88 8.97% 12.68% - -
FITB 12 $34.22 $347.76 $410.64 $17.96 7.34% 4.83% 14.67% 9.23%
GILD 5 $66.16 $335.65 $330.80 $15.52 4.04% 4.59% 4.26% 3.21%
GM 9 $42.44 $349.20 $381.96 $4.32 2.96% 1.24% - -
HBAN 25 $13.18 $352.25 $329.50 $15.69 3.19% 4.40% 9.38% 1.67%
HPQ 18 $27.62 $365.22 $497.16 $20.59 10.39% 5.43% 13.94% 11.02%
IBM 3.80 $181.47 $420.75 $688.92 $25.37 10.66% 5.99% 5.24% 1.25%
IP 8 $35.26 $376.80 $282.08 $14.71 0.06% 3.93% 8.27% -1.17%
KSS 5 $22.85 $345.95 $114.25 $12.25 -16.42% 2.89% 30.00% 30.00%
MET 7 $69.95 $336 $489.65 $15.19 11.58% 4.33% 8.42% 4.35%
OMC 5 $91.50 $400.20 $457.50 $14 6.08% 3.50% 6.36% 2.53%
OXY 6 $66.04 $347.70 $396.24 $5.28 4.31% 1.52% 30.00% 30.00%
PFG 6 $78.96 $345.48 $473.76 $17.45 10.51% 4.79% 8.83% 5.30%
PRU 4 $108.72 $412.52 $434.88 $21.02 5.60% 5.04% 5.68% 1.69%
PSX 4 $153.31 $358.24 $613.24 $16.94 15.19% 4.69% 8.39% 3.30%
RF 23 $19.00 $358.34 $437 $22.95 8.48% 6.16% 16.43% 7.92%
STI 5 $70.09 $326.75 $350.45 - 1.93% - - -
VLO 4 $162.48 $353.76 $649.90 $17.12 16.92% 4.84% 14.98% 2.96%
WBA 7 $17.59 $378.56 $123.13 $7.06 -15.27% 1.85% 5.54% 1.58%
WDC 7 $68.32 $355.60 $478.24 - 6.98% - - -
WFC 7 $58.74 $340.55 $411.18 $9.27 6.31% 2.88% 5.40% -4.39%
Total: $10,148.86 $11,410.34 $416.15 6.04% 4.14%