A | B | C | D | E | F | G | |
---|---|---|---|---|---|---|---|
1 | TICKER | 18.5 yr investment of $200/mo | 18.5 yr Total Return | Annualized Total Return | Current Annual Yield | Annual Yield/$44400 Investment | |
2 | |||||||
3 | 1 | WMT | 44,400.00 | 94,935.72 | 0.07 | 2,629.61 | 0.06 |
4 | 2 | JNJ | 44,400.00 | 108,665.25 | 0.08 | 3,824.59 | 0.09 |
5 | 3 | NEE | 44,400.00 | 109,571.06 | 0.08 | 4,363.02 | 0.10 |
6 | 4 | XOM | 44,400.00 | 126,806.80 | 0.09 | 2,987.81 | 0.07 |
7 | 5 | MCD | 44,400.00 | 169,319.54 | 0.11 | 4,777.29 | 0.11 |
8 | 6 | KO | 44,400.00 | 85,850.67 | 0.06 | 2,373.16 | 0.05 |
9 | 7 | IBM | 44,400.00 | 188,341.92 | 0.12 | 3,107.10 | 0.07 |
10 | 8 | UTX | 44,400.00 | 187,720.46 | 0.12 | 4,350.84 | 0.10 |
11 | |||||||
12 | |||||||
13 | Mean (n = 8) | 44,400.00 | 133,901.43 | 0.09 | 3,551.68 | 0.08 | |
14 | |||||||
15 | SPY | 44,400.00 | 75,599.90 | 0.05 | 1,468.39 | 0.03 | |
16 | |||||||
17 | INFLATION | 0.025 |