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Portfolio Analytics

Total Value
$124,567
Portfolio Value
+$3,245 (2.68%)
Annual Income
$4,892
Projected Dividends
+$392 (8.71%)
3.92%
Yield
7.2%
YoY Growth

Sector Allocation

Dividend Growth History

CAGR +8.9%
5Y Growth +52.8%

Monthly Dividend Income

Average $407.50
Highest $450

Risk Metrics

Risk Score Low
Beta 0.85