Dividends – Income — Fundamentals


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 1.20% 21.87% 17.64% 986.47%
S&P 500   18.50% 7.98% 211.33%
Difference   +3.37% +9.66% +775.14%


Symbol Entry Date Entry Price Last Price % Profit
BC $96.81 $101.04 +4.37%
EVR $134.18 $152.66 +13.77%
FBHS $97.82 $96.19 -1.67%
GGG $46.52 $71.27 +53.20%
HD $159.80 $346.54 +116.86%
LLY $232.06 $237.42 +2.31%
LOW $155.69 $218.76 +40.51%
MSFT $146.00 $302.34 +107.08%
NUS $42.52 $41.27 -2.94%
O $56.60 $70.08 +23.82%
PH $107.78 $297.70 +176.21%
SCI $43.03 $62.32 +44.83%
TSCO $132.91 $199.40 +50.03%
TTC $99.16 $97.29 -1.89%

Dividends – Income