SDIRA
Portfolio Value
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| Stock | Shares | Price | Adjusted CB | Value | FWD Dividends | XIRR | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|
| Total (29): | $43,694.77 | $64,689.50 | $2,597.57 | 13.58% | 5.95% | ||||
| ABBV | 11 | $224.77 | $1,062.38 | $2,472.47 | $79.31 | 21.99% | 7.17% | 8.82% | 5.59% |
| ACI | 11 | $15.39 | $181.85 | $169.29 | $7.80 | 11.61% | 4.11% | 2.83% | 0.04% |
| ARCC | 160 | $19.07 | $3,036.04 | $3,051.20 | $307.20 | 11.30% | 10.12% | 3.76% | 2.42% |
| CVX | 15 | $185.80 | $1,272.75 | $2,787 | $112.06 | 21.91% | 8.39% | 5.35% | 4.11% |
| DUK | 9 | $124.19 | $734.85 | $1,117.71 | $38.53 | 12.82% | 5.22% | 2.79% | 1.99% |
| EPD | 53 | $37.28 | $1,283.64 | $1,975.84 | $125.54 | 21.27% | 9.08% | 4.44% | 3.66% |
| ET | 31 | $18.76 | $191.89 | $581.56 | $41.85 | 35.60% | 21.81% | 13.18% | 6.21% |
| FRG | 5 | $29.88 | $139.33 | $149.40 | - | 3.37% | 6.75% | 30.00% | 30.00% |
| GD | 10 | $358.86 | $1,428.10 | $3,588.60 | $65.52 | 21.76% | 4.45% | 8.15% | 6.03% |
| GPC | 5 | $102.26 | $472.25 | $511.30 | $22.19 | 5.58% | 4.50% | 5.78% | 5.49% |
| HON | 9 | $219.12 | $1,344.06 | $1,972.08 | $42.84 | 10.05% | 3.19% | 6.97% | 4.89% |
| IIPR | 2 | $61.77 | $168.24 | $123.54 | $16.36 | 0.79% | 9.03% | 13.01% | 7.50% |
| INTC | 10 | $116.96 | $403.50 | $1,169.60 | - | 30.55% | - | - | - |
| JNJ | 28 | $238.33 | $4,609.32 | $6,673.24 | $154 | 11.92% | 3.26% | 5.99% | 5.22% |
| JPM | 10 | $313.49 | $393.50 | $3,134.90 | $61.38 | 29.91% | 5.22% | 11.64% | 7.77% |
| KMB | 10 | $101.54 | $1,403.30 | $1,015.40 | $52.18 | -1.90% | 3.65% | 3.88% | 2.55% |
| LSI | 25 | $133.10 | $2,434.33 | $3,327.50 | - | 10.57% | 3.70% | 10.69% | 5.46% |
| MAIN | 140 | $51.74 | $5,225.72 | $7,243.60 | $562.11 | 21.71% | 10.80% | 10.41% | 5.25% |
| MET | 5 | $87.58 | $224 | $437.90 | $11.98 | 17.15% | 5.29% | 5.34% | 4.32% |
| MMM | 10 | $157.91 | $1,542.20 | $1,579.10 | $26.73 | 3.67% | 2.02% | -6.71% | -19.10% |
| MO | 10 | $71.41 | $469.32 | $714.10 | $43.75 | 18.48% | 9.03% | 4.75% | 3.74% |
| O | 98 | $61.91 | $4,928.43 | $6,067.18 | $344.57 | 10.90% | 5.12% | 4.14% | 3.73% |
| SBUX | 10 | $102.28 | $570.97 | $1,022.80 | $25.28 | 10.00% | 3.10% | 10.41% | 7.72% |
| SCHD | 12 | $32.53 | $300.46 | $390.36 | $12.33 | 10.61% | 4.10% | 11.54% | 11.50% |
| T | 200 | $23.02 | $5,690 | $4,603 | $207.35 | 1.01% | 3.90% | -7.35% | -13.20% |
| TD | 48 | $116.25 | $3,178.35 | $5,580 | $154.33 | 22.28% | 4.86% | 5.81% | 3.58% |
| VICI | 10 | $28.11 | $257.88 | $281.10 | $18.85 | 8.97% | 6.98% | 7.06% | 6.32% |
| WBD | 28 | $26.86 | $704.12 | $752.08 | - | 1.58% | - | - | - |
| XOM | 15 | $146.51 | $618.30 | $2,197.65 | $63.54 | 33.80% | 10.00% | 4.06% | 2.42% |
| Total: | $43,694.77 | $64,689.50 | $2,597.57 | 13.58% | 5.95% |