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 | 5.00% |
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 | $2000.00 | 4 times/year | $0.00 | 100.00 | $100.00 | $10000.00 |
| 2 | 100.00 | $5.00 | $2000.00 | 4 times/year | $0.00 | 100.00 | $100.00 | $10000.00 |
| 3 | 100.00 | $5.00 | $2000.00 | 4 times/year | $0.00 | 100.00 | $100.00 | $10000.00 |
| 4 | 100.00 | $5.00 | $2000.00 | 4 times/year | $0.00 | 100.00 | $100.00 | $10000.00 |
| 5 | 100.00 | $5.00 | $2000.00 | 4 times/year | $0.00 | 100.00 | $100.00 | $10000.00 |
| 6 | 100.00 | $5.00 | $2000.00 | 4 times/year | $0.00 | 100.00 | $100.00 | $10000.00 |
| 7 | 100.00 | $5.00 | $2000.00 | 4 times/year | $0.00 | 100.00 | $100.00 | $10000.00 |
| 8 | 100.00 | $5.00 | $2000.00 | 4 times/year | $0.00 | 100.00 | $100.00 | $10000.00 |
| 9 | 100.00 | $5.00 | $2000.00 | 4 times/year | $0.00 | 100.00 | $100.00 | $10000.00 |
| 10 | 100.00 | $5.00 | $2000.00 | 4 times/year | $0.00 | 100.00 | $100.00 | $10000.00 |
Company | Amount | Yield | Payment Date |
|---|---|---|---|
Elevance Health | $1.72 | +1.64% | |
Travelers Companies | $1.25 | +1.48% | |
Occidental Petroleum | $0.26 | +1.70% | |
Orange SA | $0.35 | +2.94% | |
Infosys | $0.26 | +4.21% | ― |
PPL | $0.28 | +3.12% | |
Hydro One | $0.25 | +2.37% | |
HP | $0.30 | +4.64% | |
Omnicom Group | $0.80 | +4.00% | |
Amundi SA | $5.02 | +5.62% |
