Roth
Portfolio Value
New to Digrin? Track your own portfolio by joining.
| Stock | Shares | AVG cost basis | Price | Value | FWD Dividends | XIRR | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|
| Total (19): | $16,747.72 | $637.21 | 0.48% | 3.99% | |||||
| BABA | 11 | $99.79 | $110.80 | $1,218.80 | $11.55 | 3.50% | 1.05% | - | - |
| BMO | 8 | $88.95 | $164.45 | $1,315.60 | $38.59 | 22.08% | 5.42% | 5.65% | -1.65% |
| CLX | 7 | $175.54 | $82.01 | $574.07 | $35.30 | -9.38% | 2.85% | 4.34% | 1.69% |
| EPD | 17 | $25.04 | $36.80 | $625.60 | $40.91 | 16.79% | 8.95% | 4.40% | 3.70% |
| FRG | 10 | $31.11 | $29.88 | $298.80 | - | -0.12% | 6.04% | 30.00% | 30.00% |
| IIPR | 20 | $124.45 | $50.54 | $1,010.80 | $157.81 | -10.20% | 6.11% | 8.39% | 3.79% |
| JNJ | 7 | $167.15 | $252.93 | $1,770.51 | $39.42 | 10.79% | 3.21% | 5.88% | 5.07% |
| K | 10.65 | $64.86 | $83.45 | $888.74 | - | 10.18% | 3.81% | 18.58% | 9.51% |
| LOW | 4 | $199.33 | $179.50 | $718 | $21.62 | 0.13% | 2.51% | 16.85% | 10.80% |
| MDT | 1 | $77.50 | $87.97 | $87.97 | $2.90 | 7.00% | 3.72% | 6.51% | 2.49% |
| MMM | 11 | $198.32 | $163.19 | $1,795.09 | $30.88 | -1.02% | 1.57% | -7.37% | -20.06% |
| MO | 13 | $47.44 | $67.88 | $882.44 | $58.94 | 14.59% | 9.36% | 4.53% | 2.96% |
| NIO | 125 | $23.24 | $3.42 | $427.50 | - | -33.56% | - | - | - |
| SCHD | 60 | $76.74 | $32.72 | $1,963.20 | $63.96 | 9.43% | 4.17% | 9.67% | 7.81% |
| STAG | 14 | $36.22 | $36.05 | $504.70 | $21.70 | 4.06% | 4.28% | 0.80% | 0.68% |
| T | 30 | $28.78 | $24.24 | $727.20 | $33.30 | 1.57% | 3.86% | -6.88% | -10.65% |
| UL | 17.76 | $50.88 | $59.98 | $1,065.24 | $37.69 | 5.09% | 3.70% | 2.96% | 2.00% |
| VZ | 15 | $51.49 | $45.85 | $687.75 | $42.65 | 3.31% | 5.50% | 2.30% | 1.91% |
| WBD | 6 | $24.08 | $30.95 | $185.70 | - | 3.75% | - | - | - |
| Total: | $16,747.72 | $637.21 | 0.48% | 3.99% |