Index Portfolio
Portfolio Value
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| Stock | Shares | Price | Adjusted CB | Value | Dividends | XIRR | YoC | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|---|---|---|
| Total (4): | $3,566.62 | $5,251.98 | $204.06 | 10.17% | 6.04% | ||||
| CVX | 10 | $165.89 | $958.70 | $1,658.90 | $66.16 | 10.28% | 6.80% | 5.99% | 4.88% |
| JNJ | 17 | $146.14 | $2,050.42 | $2,484.38 | $87.87 | 7.52% | 4.11% | 6.37% | 5.62% |
| KO | 10 | $61.74 | $348.40 | $617.40 | $19.90 | 10.67% | 5.57% | 11.48% | 3.41% |
| MAIN | 10 | $49.13 | $209.10 | $491.30 | $30.14 | 20.59% | 13.77% | 5.46% | 4.98% |
| Total: | $3,566.62 | $5,251.98 | $204.06 | 10.17% | 6.04% |