End Balance | Total Return | Avg. Annual Return | Annual Dividend Income | Total Dividend Payment | Yield on Cost |
---|---|---|---|---|---|
$10000.00 | 0.00% | 0.00% | $500.00 | $5000.00 | 5.09% |
Year | Shares Owned | Annual Dividend Per Share | Annual Dividend | Compound Frequency | Annual Contribution | Year-End Shares Owned | Year-End Stock Price | New Balance |
---|---|---|---|---|---|---|---|---|
1 | 100.00 | $5.00 | $500.00 | Quarterly | $0.00 | 100.00 | $100.00 | $10000.00 |
2 | 100.00 | $5.00 | $500.00 | Quarterly | $0.00 | 100.00 | $100.00 | $10000.00 |
3 | 100.00 | $5.00 | $500.00 | Quarterly | $0.00 | 100.00 | $100.00 | $10000.00 |
4 | 100.00 | $5.00 | $500.00 | Quarterly | $0.00 | 100.00 | $100.00 | $10000.00 |
5 | 100.00 | $5.00 | $500.00 | Quarterly | $0.00 | 100.00 | $100.00 | $10000.00 |
6 | 100.00 | $5.00 | $500.00 | Quarterly | $0.00 | 100.00 | $100.00 | $10000.00 |
7 | 100.00 | $5.00 | $500.00 | Quarterly | $0.00 | 100.00 | $100.00 | $10000.00 |
8 | 100.00 | $5.00 | $500.00 | Quarterly | $0.00 | 100.00 | $100.00 | $10000.00 |
9 | 100.00 | $5.00 | $500.00 | Quarterly | $0.00 | 100.00 | $100.00 | $10000.00 |
10 | 100.00 | $5.00 | $500.00 | Quarterly | $0.00 | 100.00 | $100.00 | $10000.00 |
Company | Amount | Yield | Payment Date |
---|---|---|---|
JPMorgan Chase & Co. | $1.25 | 2.12% | |
American Express | $0.70 | 0.96% | |
Bristol-Myers Squibb | $0.60 | 4.41% | |
Marsh & Mclennan Companies | $0.81 | 1.32% | |
Transdigm Group | $75.00 | ― | |
Sysco | $0.51 | 2.60% | |
NetApp | $0.52 | 1.64% | |
Quest Diagnostics | $0.75 | 1.88% | |
Morningstar | $0.41 | 0.50% | |
Smith & Nephew Snats | $0.27 | 2.41% |