Roth
Portfolio Value
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| Stock | Shares | Price | Adjusted CB | Value | FWD Dividends | XIRR | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|
| Total (19): | $19,480.36 | $17,418.12 | $644.05 | 1.02% | 3.94% | ||||
| BABA | 11 | $111.99 | $1,097.71 | $1,231.89 | $11.55 | 4.00% | 1.05% | - | - |
| BMO | 8 | $168.43 | $711.60 | $1,347.44 | $39.06 | 24.74% | 5.49% | 5.63% | -0.33% |
| CLX | 7 | $96.97 | $1,228.78 | $678.79 | $35.31 | -7.67% | 2.83% | 4.42% | 1.70% |
| EPD | 17 | $37.08 | $425.67 | $630.28 | $40.27 | 17.81% | 8.79% | 4.44% | 3.66% |
| FRG | 10 | $29.88 | $311.05 | $298.80 | - | -0.13% | 6.04% | 30.00% | 30.00% |
| IIPR | 20 | $61.50 | $2,488.93 | $1,230 | $169.52 | -8.59% | 6.11% | 13.01% | 7.50% |
| JNJ | 7 | $239.76 | $1,170.02 | $1,678.36 | $38.01 | 10.23% | 3.21% | 5.99% | 5.22% |
| K | 10.65 | $83.45 | $648.64 | $888.74 | - | 10.82% | 3.81% | 18.58% | 9.51% |
| LOW | 4 | $220.83 | $797.30 | $883.32 | $22.53 | 4.69% | 2.41% | 17.93% | 13.52% |
| MDT | 1 | $80.33 | $77.50 | $80.33 | $2.92 | 4.85% | 3.72% | 6.22% | 0.81% |
| MMM | 11 | $158.30 | $2,181.52 | $1,741.30 | $31.04 | -1.72% | 1.57% | -6.71% | -19.10% |
| MO | 13 | $71.67 | $616.72 | $931.71 | $56.88 | 16.12% | 8.94% | 4.75% | 3.74% |
| NIO | 125 | $5.22 | $2,904.52 | $651.93 | - | -28.97% | - | - | - |
| SCHD | 60 | $32.84 | $1,534.72 | $1,970.70 | $61.66 | 9.95% | 4.02% | 11.54% | 11.50% |
| STAG | 14 | $38.48 | $507.14 | $538.79 | $21.74 | 5.46% | 4.28% | 0.84% | 0.68% |
| T | 30 | $23.54 | $863.43 | $706.05 | $32.20 | 0.72% | 3.86% | -7.35% | -13.20% |
| UL | 17.76 | $58.90 | $1,017.60 | $1,046.15 | $38.71 | 4.86% | 3.80% | 2.26% | 0.13% |
| VZ | 15 | $48.16 | $772.39 | $722.48 | $42.65 | 4.15% | 5.50% | 2.32% | 1.92% |
| WBD | 6 | $26.84 | $157.14 | $161.07 | - | 0.59% | - | - | - |
| Total: | $19,480.36 | $17,418.12 | $644.05 | 1.02% | 3.94% |