Roth
Portfolio Value
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| Stock | Shares | AVG cost basis | Price | Value | FWD Dividends | XIRR | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|
| Total (19): | $18,128.46 | $635.77 | 1.89% | 3.87% | |||||
| BABA | 11 | $99.79 | $119.92 | $1,319.12 | $11.55 | 5.38% | 1.05% | - | - |
| BMO | 8 | $88.95 | $174.61 | $1,396.88 | $38.59 | 24.76% | 5.42% | 5.65% | -1.65% |
| CLX | 7 | $175.54 | $107.22 | $750.54 | $35.15 | -5.64% | 2.85% | 4.34% | 1.69% |
| EPD | 17 | $25.04 | $38.10 | $647.62 | $39.96 | 18.06% | 8.95% | 4.40% | 3.70% |
| FRG | 10 | $31.11 | $29.88 | $298.80 | - | -0.13% | 6.04% | 30.00% | 30.00% |
| IIPR | 20 | $124.45 | $56.84 | $1,136.70 | $164.58 | -9.09% | 6.11% | 10.36% | 5.42% |
| JNJ | 7 | $167.15 | $271.54 | $1,900.78 | $38.95 | 12.50% | 3.21% | 5.88% | 5.07% |
| K | 10.65 | $64.86 | $83.45 | $888.74 | - | 10.50% | 3.81% | 18.58% | 9.51% |
| LOW | 4 | $199.33 | $215.59 | $862.36 | $21.08 | 4.06% | 2.51% | 16.85% | 10.80% |
| MDT | 1 | $77.50 | $93.02 | $93.02 | $2.97 | 8.52% | 3.72% | 6.22% | 0.81% |
| MMM | 11 | $198.32 | $179.32 | $1,972.52 | $32.68 | 0.64% | 1.57% | -6.71% | -19.10% |
| MO | 13 | $47.44 | $65.91 | $856.83 | $55.71 | 14.07% | 8.94% | 4.75% | 3.74% |
| NIO | 125 | $23.24 | $4.62 | $578.13 | - | -29.82% | - | - | - |
| SCHD | 60 | $76.74 | $35.08 | $2,104.50 | $60.60 | 11.58% | 3.95% | 10.00% | 8.19% |
| STAG | 14 | $36.22 | $36.60 | $512.47 | $21.81 | 4.25% | 4.28% | 0.84% | 0.68% |
| T | 30 | $28.78 | $25.34 | $760.35 | $31.61 | 2.19% | 3.86% | -6.88% | -10.65% |
| UL | 17.76 | $50.88 | $64.00 | $1,136.55 | $37.69 | 6.51% | 3.70% | 2.96% | 2.00% |
| VZ | 15 | $51.49 | $49.42 | $741.23 | $42.86 | 4.48% | 5.50% | 2.32% | 1.92% |
| WBD | 6 | $24.08 | $28.56 | $171.33 | - | 1.98% | - | - | - |
| Total: | $18,128.46 | $635.77 | 1.89% | 3.87% |