Dividends – Income — Fundamentals


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 1.17% 23.49% 16.72% 836.39%
S&P 500   18.91% 7.99% 206.96%
Difference   +4.58% +8.73% +629.43%


Symbol Entry Date Entry Price Last Price % Profit
BC $94.42 $104.40 +10.57%
EVR $57.21 $132.20 +131.08%
FBHS $40.90 $97.47 +138.31%
GGG $41.04 $78.08 +90.25%
HD $155.63 $328.19 +110.88%
LLY $131.31 $243.50 +85.44%
LOW $154.67 $192.69 +24.58%
MSFT $140.40 $284.91 +102.93%
NUS $53.69 $53.69 0.00%
O $53.13 $70.29 +32.30%
PH $117.76 $312.03 +164.97%
SCI $41.98 $62.49 +48.86%
THO $118.01 $118.36 +0.30%
TSCO $136.77 $180.93 +32.29%
TTC $56.52 $113.74 +101.24%

Dividends – Income