Roth
Portfolio Value
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| Stock | Shares | Price | Adjusted CB | Value | Dividends | XIRR | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|
| Total (19): | $19,480.36 | $14,306.53 | $661.91 | -8.13% | 3.88% | ||||
| BABA | 11 | $75.55 | $1,097.71 | $831.05 | $11 | -11.63% | 1.00% | - | - |
| BMO | 8 | $90.91 | $711.60 | $727.28 | $35.74 | 7.19% | 5.02% | 1.28% | 0.48% |
| CLX | 7 | $146.48 | $1,228.78 | $1,025.36 | $34.52 | -3.06% | 2.73% | 6.35% | 3.65% |
| EPD | 17 | $29.06 | $425.67 | $494.02 | $35.42 | 16.53% | 8.23% | 1.60% | 1.08% |
| FRG | 10 | $29.88 | $311.05 | $298.80 | - | -0.37% | 6.04% | 30.00% | 30.00% |
| IIPR | 20 | $97.71 | $2,488.93 | $1,954.20 | $154.65 | -5.66% | 5.85% | 9.77% | 6.12% |
| JNJ | 7 | $146.14 | $1,170.02 | $1,022.98 | $36.18 | -1.53% | 2.97% | 6.37% | 5.62% |
| K | 10.65 | $57.73 | $648.64 | $614.82 | $24.21 | -0.45% | 3.68% | 6.34% | 2.98% |
| LOW | 4 | $229.87 | $797.30 | $919.48 | $20.11 | 9.54% | 2.21% | 17.94% | 16.89% |
| MDT | 1 | $79.74 | $77.50 | $79.74 | $2.91 | 5.82% | 3.56% | 8.75% | 7.40% |
| MMM | 11 | $91.83 | $2,181.52 | $1,010.13 | $79.60 | -18.57% | 3.05% | 4.38% | 0.67% |
| MO | 13 | $43.38 | $616.72 | $563.94 | $51.90 | 5.37% | 8.26% | 5.78% | 3.68% |
| NIO | 125 | $4.49 | $2,904.52 | $561.25 | - | -51.97% | - | - | - |
| SCHD | 20 | $77.48 | $1,534.72 | $1,549.60 | $48.88 | 4.25% | 3.18% | 1.88% | 1.39% |
| STAG | 14 | $34.48 | $507.14 | $482.72 | $20.72 | 2.45% | 4.09% | -2.47% | -8.79% |
| T | 30 | $16.75 | $863.43 | $502.50 | $29.11 | -11.30% | 3.86% | -7.24% | -16.76% |
| UL | 20 | $51.24 | $1,017.60 | $1,024.80 | $36.66 | 3.90% | 3.60% | 3.99% | -0.40% |
| VZ | 15 | $39.68 | $772.39 | $595.20 | $40.30 | -4.15% | 5.17% | 2.40% | 2.00% |
| WBD | 6 | $8.11 | $157.14 | $48.66 | - | -42.71% | - | - | - |
| Total: | $19,480.36 | $14,306.53 | $661.91 | -8.13% | 3.88% |