week 81 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $751,492
Portfolio market value: $711,496
Portfolio Net P/L: $-39,996
Portfolio Net P/L%: -5.32%
Projected Annual Dividend Income (PADI): 35,246
Yield on Market: 4.95%
Yield on Cost: 4.62%
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $17,811 |
Annual % Change | -2.75% | -3.39% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #29/2023:
Since I have reached my total PADI of $60K, I’m not increasing my stock positions this week.
Portfolio 2 (dividend4u-MPDGI)
1. Portfolio Statistics –
Portfolio cost value: $769,524
Portfolio market value: $774,814
Portfolio Net P/L: 5,290
Portfolio Net P/L%: 0.69%
Projected Annual Dividend Income (PADI): $25,130
Yield on Market: 3.24%
Yield on Cost: 3.18%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $12,835 |
Annual % Change | -1.21% | 1.57% |
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Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #29/2023:
Since I have reached my total PADI of $60K, I’m not increasing my stock positions this week.