Stock Portfolio Details
In-depth look at my dividend-focused stock holdings
Total Value
$10,407.6
$-394.80 (-3.65%)Annual Dividends
$685.12
6.58% YieldMonthly Income
$57.09
Passive IncomeHoldings
3
PositionsCash Balance
$4797.92Individual Holdings
| Ticker | Name | Shares | Avg Price | Current | Value | Return | Yield | Annual Div | Allocation |
|---|---|---|---|---|---|---|---|---|---|
| KMB | Kimberly-Clark | 50 | $143.20 | $130.84 | $6542.00 | $-618.00 (-8.63%) | 0% | $374.00 | 62.9% |
| O | Realty Income | 40 | $53.17 | $57.64 | $2305.60 | $178.80 (8.41%) | 0% | $107.12 | 22.2% |
| ADM | Archer-Daniels-Midland | 30 | $50.52 | $52.00 | $1560.00 | $44.40 (2.93%) | 0% | $204.00 | 15.0% |
Sector Allocation
Stock
100.0%Holdings:KMBOADM
Investment Strategy
My stock portfolio is built around dividend income with a focus on:
• Dividend Growth: Companies with a history of increasing dividends
• High Yield: REITs and mature companies with higher yields
• Sector Diversification: Spread across healthcare, consumer staples, utilities
• ETF Core: Low-cost index funds form the foundation
• Regular Rebalancing: Quarterly reviews to maintain target allocations