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Dow: 0.27autocalc from google (doesnt always work)
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VitalsTotal Return
RIGHT NOW!
Total $% of Entire PortfolioMarket Current +/- %Current Div Amt/YRCurrent Yield on MY Avg CostCurrent YieldSectorIndustryOrig Inv AmtGainsTotal $
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MCD317.56%$6,590.3036.76%-1.26#ERROR!3.91%1.18%Cons. DiscretionaryHotel/Restraurants/Leisure$1,632.74$4,957.55$6,590.30
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MO151.95%$4,462.4524.89%-2.4#ERROR!6.10%3.53%Cons. StaplesTobacco$2,000.82$2,461.63$4,462.45
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CVX98.20%$2,844.1615.86%-0.78#ERROR!4.02%2.69%EnergyOil, Gas & Fuels$1,550.00$1,294.16$2,844.16
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ED125.28%$4,031.0222.48%-0.05#ERROR!4.66%2.78%UtilitiesMulti-utilties$1,928.75$2,102.28$4,031.02
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Avg: 173.25%$17,927.93100.00%-1.124.67%2.55%$7,112.31$10,815.62$17,927.93
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Total Return:152.07%
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Yield on Cost History
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11/15/20173/11/20161/8/20155/2/201412/31/20132/21/2013Original Purchase
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MCD3.91%3.96%3.80%3.63%3.64%3.46%3.31%
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MO6.10%6.33%5.98%5.56%6.30%5.80%5.43%
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CVX4.02%4.02%3.98%4.00%3.74%3.38%3.27%
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ED4.66%4.59%4.46%4.46%4.35%4.35%4.31%
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4.67%4.73%4.56%4.41%4.51%4.25%4.08%
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Total Return History:11/151/12/20161/8/20155/2/20142/3/201412/31/20139/11/20134/10/20132/22/2013
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MCD136.50%60.99%26.02%28.19%16.96%21.32%17.55%20.30%10.17%
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MO161.30%112.74%71.17%30.87%37.87%49.48%34.52%33.07%28.30%
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CVX47.20%-0.22%23.71%32.40%16.50%29.88%26.72%18.84%12.80%
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ED102.00%47.89%44.09%16.12%7.92%10.39%4.61%15.03%5.86%
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Total:111.75%55.35%41.25%26.90%19.81%27.77%20.85%21.81%
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Dividend Payments (manual entry whenever i want to track)
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Calculated Total2016 Total2015 Total2014 Total2013 Total2012 Total2011 Total
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MCD$76.05$70.21$64.63$59.51$30.29$2.80#REF!
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MO$154.59$137.11$97.46$63.11$42.24
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CVX$72.73$69.23$65.48$58.69$34.60
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ED$107.67$100.39$94.96$87.05$31.69
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$411.04$0.00$376.94$322.53$268.36$138.82$2.80
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