WEEK #31/2023 (30-JULY-2023)

week 83 since January 1st 2022

Portfolio 1 (dividend4u-HYHR)

1.     Portfolio Statistics –
Portfolio cost value: $751,492

Portfolio market value: $732,284
Portfolio Net P/L: $-19,208
Portfolio Net P/L%: -2.56%
Projected Annual Dividend Income (PADI): $35,246
Yield on Market: 4.81%
Yield on Cost: 4.62%

 

2022

2023 (YTD)

Dividend Income*

$12,246

$17,811

Annual % Change

-2.75%

-0.57%

Note: Dividend Income is not finalized and may change

2.     Last week’s transactions:
None

3.       Buying plan for week #31/2023:
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: $789,838
Portfolio Net P/L: $20,314
Portfolio Net P/L%: 2.64%
Projected Annual Dividend Income (PADI): $25,130
Yield on Market: 3.18%
Yield on Cost: 3.18%

 

2022

2023 (YTD)

Dividend Income*

$8,365

$12,835

Annual % Change

-1.21%

3.54%

Note: Dividend Income is not finalized and may change

2.     Last week’s transactions:
None

3.      Buying plan for week #31/2023:
Since I have reached my total PADI of $60K, I’m not increasing my stock positions this week.