Roth

Portfolio Value

Stock Shares Price Total cost basis Value XIRR YoC Avg DGR Min DGR
Total (18 stocks): $17,164.27 $15,185.91 -12.97% 2.91%
BABA 11 $91.81 $1,097.71 $1,009.91 -33.90% - - -
CLX 7 $155.74 $1,228.78 $1,090.18 -8.51% 2.64% 7.65% 6.88%
CSCO 7 $50.67 $370.73 $354.69 -3.23% 2.87% 8.81% 4.74%
DUK 7 $109.02 $707.74 $763.14 12.86% 3.90% 3.20% 2.36%
EPD 12 $26.82 $297.11 $321.84 66.20% 7.51% 4.21% 1.61%
IIPR 8 $135.28 $1,377.46 $1,082.24 -23.77% 4.07% 73.92% 73.92%
JNJ 7 $178.32 $1,170.02 $1,248.24 10.26% 2.54% 6.88% 5.78%
K 10 $73.32 $648.64 $733.20 19.74% 3.58% 2.93% 1.64%
KMB 7 $137.78 $903.63 $964.46 10.19% 3.59% 5.47% 4.39%
LOW 3 $194.31 $604.80 $582.93 -31.86% 1.59% 19.42% 16.47%
MMM 11 $152.19 $2,181.52 $1,674.09 -20.16% 3.01% 7.07% 2.88%
MO 13 $54.19 $616.72 $704.47 21.92% 7.59% 6.21% 2.38%
NIO 125 $16.51 $2,904.52 $2,063.75 - - - -
STAG 10 $34.43 $385.64 $344.30 -10.15% 3.79% 1.81% 0.84%
T 30 $20.58 $863.43 $617.40 -26.02% 3.86% 2.24% 1.32%
UL 20 $45.83 $1,017.60 $916.60 -15.69% 3.83% 6.82% 3.70%
VZ 12 $48.94 $639.64 $587.28 -5.13% 4.80% 2.65% 2.08%
WBD 7 $18.17 $168.56 $127.19 - - - -
Total: $17,164.27 $15,185.91 -12.97% 2.91%