Dividend growth investing Portfolio
In my dividend growth investing portfolio, the goal is to build a passive income from dividends. Currently, the strategy is to just buy and hold forever, but as I learn to better estimate stock value, some dividend stocks might be sold in favor of other dividend stocks :)
Portfolio Value
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Stock | Shares | AVG cost basis | Price | 52w price | Ur CB | Value | Dividends | R G/L% | Ur G/L% | XIRR | FD yield |
---|---|---|---|---|---|---|---|---|---|---|---|
Total (43): | $82,805.02 | $85,778.70 | $3,234.76 | 52.08% | 4.38% | 12.84% | |||||
AAPL | 28 | $104.15 | $192.35 | $3,862.54 | $5,385.80 | $28 | 498.35% | 39.44% | 27.11% | 0.52% | |
ABBV | 11 | $92.36 | $162.93 | $1,436.47 | $1,792.23 | $70.67 | 77.09% | 24.77% | 21.16% | 3.77% | |
BBWI | 20 | $102.01 | $50.01 | $1,586.15 | $1,000.20 | $16 | -28.85% | 1.91% | -16.83% | 1.58% | |
BMY | 19 | $51.19 | $42.27 | $972.53 | $803.13 | $39.41 | - | -17.42% | -12.14% | 5.54% | |
BNS | 31 | $48.73 | $48.53 | $1,461.53 | $1,504.43 | $97.22 | -14.73% | 2.94% | 6.06% | 6.53% | |
BNS.TO | 8 | $49.79 | $48.57 | $398.31 | $388.57 | $25.81 | - | -2.45% | 5.26% | 6.43% | |
BTI | 105 | $30.30 | $31.47 | $3,173.18 | $3,304.35 | $312.09 | -2.15% | 4.13% | 16.78% | 9.48% | |
COST | 3 | $485.11 | $800.93 | $1,455.33 | $2,402.79 | $14.74 | - | 65.10% | 46.37% | 0.59% | |
CP.TO | 10 | $71.85 | $81.33 | $718.50 | $813.26 | $4.73 | - | 13.19% | 28.99% | 0.68% | |
CVS | 32 | $49.60 | $57.32 | $2,095.03 | $1,834.24 | $78.47 | 41.65% | -12.45% | 6.81% | 4.63% | |
DIS | 25 | $95.77 | $103.01 | $2,394.13 | $2,575.25 | $7.50 | - | 7.57% | 3.17% | 0.29% | |
GILD | 27 | $65.20 | $67.29 | $1,724.05 | $1,816.83 | $83.16 | -5.94% | 5.38% | 5.25% | 4.54% | |
HBH.DE | 13 | $73.69 | $83.89 | $957.94 | $1,090.61 | $39.93 | - | 13.85% | 15.56% | 3.04% | |
IIPR | 41 | $75.46 | $112.53 | $3,490.13 | $4,613.73 | $326.44 | 112.26% | 32.19% | 29.63% | 6.45% | |
INTC | 161 | $31.77 | $31.74 | $5,114.91 | $5,110.14 | $80.50 | - | -0.09% | 2.69% | 1.56% | |
JNJ | 16 | $157.63 | $151.24 | $2,599.34 | $2,419.84 | $79.36 | 31.68% | -6.91% | 1.21% | 3.28% | |
KMB | 11 | $116.56 | $133.74 | $1,277.62 | $1,471.14 | $53.68 | -0.81% | 15.15% | 7.49% | 3.65% | |
LUMN | 250 | $5.76 | $1.26 | $1,233.57 | $315 | - | -38.09% | -74.46% | -42.22% | - | |
MA | 10 | $346.18 | $459.10 | $3,632.62 | $4,591 | $27.13 | 136.94% | 26.38% | 18.82% | 0.57% | |
MMM | 34 | $120.12 | $103.14 | $3,877.98 | $3,506.76 | $95.20 | -38.56% | -9.57% | -2.54% | 2.66% | |
MO | 87 | $44.50 | $46.33 | $3,745.73 | $4,030.71 | $347.31 | -10.44% | 7.61% | 9.88% | 8.54% | |
MPW | 259 | $10.04 | $5.00 | $2,600.78 | $1,295 | $158.28 | - | -50.21% | -30.84% | 11.47% | |
MSFT | 2 | $224.63 | $429.04 | $449.27 | $858.08 | $6.27 | - | 91.00% | 61.52% | 0.71% | |
NHI | 24 | $59.55 | $65.90 | $1,429.23 | $1,581.60 | $84.29 | - | 10.66% | 9.97% | 5.47% | |
NKE | 20 | $79.64 | $92.82 | $1,771.75 | $1,856.40 | $30.37 | 68.53% | 4.78% | 7.64% | 1.61% | |
O | 52 | $56.04 | $55.08 | $2,940.79 | $2,864.16 | $164.32 | 12.80% | -1.53% | 5.13% | 5.61% | |
OHI | 42 | $27.60 | $31.72 | $1,177.15 | $1,332.24 | $112.63 | 5.23% | 13.18% | 13.79% | 8.68% | |
ONL | -0.30000 | $19.22 | $3.74 | - | -$1.12 | - | 5849900.00% | - | - | 10.84% | |
POOL | 2 | $335.29 | $371.14 | $670.57 | $742.28 | $9.60 | - | 10.69% | 11.34% | 1.30% | |
SPGI | 5 | $392.38 | $439.87 | $1,961.90 | $2,199.35 | $18.20 | - | 12.10% | 16.36% | 0.83% | |
T | 170 | $18.61 | $17.27 | $3,158.08 | $2,935.90 | $164.98 | -0.60% | -7.04% | 4.77% | 6.34% | |
TSM | 7 | $79.33 | $153.67 | $555.30 | $1,075.69 | $16.84 | - | 93.71% | 59.96% | 1.60% | |
UI | 5 | $107.96 | $151.39 | $539.80 | $756.95 | $14.50 | - | 40.23% | 12120.28% | 1.61% | |
UNP | 8 | $202.27 | $234.96 | $1,618.14 | $1,879.68 | $43.77 | - | 16.16% | 21.05% | 2.13% | |
V | 20 | $196.97 | $275.95 | $4,090.80 | $5,519 | $44.21 | 70.19% | 34.91% | 20.91% | 0.75% | |
VFC | 45 | $23.77 | $12.46 | $1,027.64 | $560.70 | $16.02 | -41.72% | -45.29% | -37.57% | 2.92% | |
VICI | 30 | $29.62 | $30.12 | $888.55 | $903.60 | $53.02 | - | 1.69% | 5.86% | 5.49% | |
VZ | 79 | $43.59 | $39.62 | $3,108.51 | $3,129.98 | $212.24 | -34.74% | 0.69% | 1.71% | 6.63% | |
WBA | 123 | $32.31 | $16.68 | $3,622.73 | $2,051.64 | $123.97 | -48.27% | -43.37% | -23.51% | 5.61% | |
WBD | 74.76 | $11.94 | $7.89 | $827.40 | $589.86 | - | -51.77% | -28.71% | -43.52% | - | |
WEC | 10 | $86.10 | $84.58 | $861.04 | $845.80 | $33.96 | - | -1.77% | 3.49% | 3.94% | |
WTRG | 30 | $46.24 | $39.36 | $1,387.16 | $1,180.80 | $38.66 | - | -14.88% | -2.45% | 3.13% | |
XEL | 15 | $60.72 | $56.74 | $910.85 | $851.10 | $33.38 | - | -6.56% | -0.91% | 3.91% | |
Total: | $82,805.02 | $85,778.70 | $3,234.76 | 52.08% | 4.38% | 12.84% |