week 82 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $751,492
Portfolio market value: $727,322
Portfolio Net P/L: $-24,170
Portfolio Net P/L%: -3.22%
Projected Annual Dividend Income (PADI): $35,246
Yield on Market: 4.85%
Yield on Cost: 4.62%
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $17,811 |
Annual % Change | -2.75% | -1.24% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #30/2023:
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: $787,982
Portfolio Net P/L: $18,458
Portfolio Net P/L%: 2.40%
Projected Annual Dividend Income (PADI): $25,130
Yield on Market: 3.19%
Yield on Cost: 3.18%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $12,835 |
Annual % Change | -1.21% | 3.30% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #30/2023:
Since I have reached my total PADI of $60K, I’m not increasing my stock positions this week.