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 (44): | $86,683.20 | $89,516.40 | $3,533.56 | 51.91% | 3.98% | 12.27% | |||||
AAPL | 28 | $104.15 | $182.40 | $3,862.54 | $5,107.20 | $29.21 | 498.35% | 32.22% | 25.40% | 0.55% | |
ABBV | 11 | $92.36 | $162.55 | $1,436.47 | $1,788.05 | $70.67 | 77.09% | 24.48% | 21.30% | 3.81% | |
ALLY | 80 | $26.39 | $39.40 | $2,177.72 | $3,152 | $104.65 | 14.58% | 44.74% | 28.47% | 3.05% | |
BBWI | 20 | $102.01 | $47.22 | $1,586.15 | $944.40 | $16 | -28.85% | -3.77% | -18.31% | 1.69% | |
BMY | 19 | $51.19 | $44.04 | $972.53 | $836.76 | $39.41 | - | -13.96% | -8.99% | 5.45% | |
BNS | 31 | $48.73 | $47.12 | $1,461.53 | $1,460.72 | $97.22 | -14.73% | -0.06% | 5.17% | 6.66% | |
BNS.TO | 8 | $49.79 | $46.89 | $398.31 | $375.08 | $25.49 | - | -5.83% | 2.07% | 6.55% | |
BTI | 105 | $30.30 | $29.97 | $3,173.18 | $3,146.85 | $312.09 | -2.15% | -0.83% | 13.55% | 9.92% | |
COST | 3 | $485.11 | $771.31 | $1,455.33 | $2,313.93 | $14.74 | - | 59.00% | 43.99% | 0.60% | |
CP.TO | 10 | $71.85 | $80.86 | $718.50 | $808.56 | $4.67 | - | 12.53% | 30.09% | 0.68% | |
CVS | 32 | $49.60 | $55.74 | $2,095.03 | $1,783.68 | $78.47 | 41.65% | -14.86% | 6.25% | 4.75% | |
DIS | 25 | $95.77 | $105.39 | $2,394.13 | $2,634.75 | $7.50 | - | 10.05% | 4.02% | 0.28% | |
GILD | 27 | $65.20 | $65.46 | $1,724.05 | $1,767.42 | $83.83 | -5.94% | 2.52% | 4.40% | 4.71% | |
HBH.DE | 13 | $73.69 | $79.70 | $957.94 | $1,036.08 | $39.05 | - | 8.16% | 10.58% | 3.20% | |
IIPR | 41 | $75.46 | $109.44 | $3,490.13 | $4,487.04 | $326.44 | 112.26% | 28.56% | 28.75% | 6.65% | |
INTC | 161 | $31.77 | $30.68 | $5,114.91 | $4,939.48 | $80.50 | - | -3.43% | 1.06% | 1.63% | |
JNJ | 16 | $157.63 | $148.72 | $2,599.34 | $2,379.52 | $82.53 | 31.68% | -8.46% | 0.37% | 3.34% | |
JPM | 14 | $121.46 | $191.75 | $1,700.46 | $2,684.50 | $64.40 | - | 57.87% | 41.22% | 2.40% | |
KMB | 11 | $116.56 | $135.98 | $1,277.62 | $1,495.78 | $54.11 | -0.81% | 17.08% | 7.75% | 3.59% | |
LUMN | 250 | $5.76 | $1.30 | $1,233.57 | $325 | - | -38.09% | -73.65% | -41.91% | - | |
MA | 10 | $346.18 | $453.06 | $3,632.62 | $4,530.60 | $27.13 | 136.94% | 24.72% | 18.39% | 0.58% | |
MMM | 34 | $120.12 | $95.54 | $3,877.98 | $3,248.36 | $246.03 | -38.56% | -16.24% | -6.89% | 6.32% | |
MO | 87 | $44.50 | $43.85 | $3,745.73 | $3,814.95 | $350.44 | -10.44% | 1.85% | 7.39% | 8.94% | |
MPW | 259 | $10.04 | $4.28 | $2,600.78 | $1,108.52 | $158.28 | - | -57.38% | -38.11% | 14.02% | |
MSFT | 2 | $224.63 | $409.34 | $449.27 | $818.68 | $6.14 | - | 82.23% | 58.13% | 0.73% | |
NHI | 24 | $59.55 | $65.65 | $1,429.23 | $1,575.60 | $84.29 | - | 10.24% | 9.97% | 5.48% | |
NKE | 20 | $79.64 | $93.78 | $1,771.75 | $1,875.60 | $30.37 | 68.53% | 5.86% | 8.12% | 1.58% | |
O | 52 | $56.04 | $55.02 | $2,940.79 | $2,861.04 | $164.32 | 12.80% | -1.63% | 5.18% | 5.61% | |
OHI | 42 | $27.60 | $30.93 | $1,177.15 | $1,299.06 | $112.63 | 5.23% | 10.36% | 13.23% | 8.66% | |
POOL | 2 | $335.29 | $372.68 | $670.57 | $745.36 | $10.35 | - | 11.15% | 11.87% | 1.29% | |
SPGI | 5 | $392.38 | $428.56 | $1,961.90 | $2,142.80 | $18.20 | - | 9.22% | 13.37% | 0.85% | |
T | 170 | $18.61 | $17.08 | $3,158.08 | $2,903.60 | $164.98 | -0.60% | -8.06% | 4.48% | 6.50% | |
TSM | 7 | $79.33 | $141.11 | $555.30 | $987.77 | $11.98 | - | 77.88% | 51.39% | 1.21% | |
UI | 5 | $107.96 | $113.73 | $539.80 | $568.65 | $14.59 | - | 5.34% | 387.29% | 2.11% | |
UNP | 8 | $202.27 | $242.38 | $1,618.14 | $1,939.04 | $45.13 | - | 19.83% | 25.68% | 2.15% | |
V | 20 | $196.97 | $276.46 | $4,090.80 | $5,529.20 | $46.97 | 70.19% | 35.16% | 21.44% | 0.75% | |
VFC | 45 | $23.77 | $12.67 | $1,027.64 | $570.15 | $16.02 | -41.72% | -44.37% | -37.65% | 2.84% | |
VICI | 30 | $29.62 | $29.55 | $888.55 | $886.50 | $53.02 | - | -0.23% | 5.23% | 5.62% | |
VZ | 79 | $43.59 | $39.31 | $3,108.51 | $3,105.49 | $212.24 | -34.74% | -0.10% | 1.43% | 6.77% | |
WBA | 123 | $32.31 | $17.35 | $3,622.73 | $2,134.05 | $123.49 | -48.27% | -41.09% | -22.16% | 5.76% | |
WBD | 74.76 | $11.94 | $7.77 | $827.40 | $580.89 | - | -51.77% | -29.79% | -48.31% | - | |
WEC | 10 | $86.10 | $83.83 | $861.04 | $838.30 | $33.96 | - | -2.64% | 3.01% | 4.03% | |
WTRG | 30 | $46.24 | $38.67 | $1,387.16 | $1,160.10 | $38.66 | - | -16.37% | -3.01% | 3.18% | |
XEL | 15 | $60.72 | $55.02 | $910.85 | $825.30 | $33.38 | - | -9.39% | -2.79% | 3.98% | |
Total: | $86,683.20 | $89,516.40 | $3,533.56 | 51.91% | 3.98% | 12.27% |