week 85 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $751,492
Portfolio market value: $719,101
Portfolio Net P/L: $-32,391
Portfolio Net P/L%: -4.31%
Projected Annual Dividend Income (PADI): $35,246
Yield on Market: 4.90%
Yield on Cost: 4.62%
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $18,564 |
Annual % Change | -2.75% | -2.36% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #33/2023:
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: $773,877
Portfolio Net P/L: $4,353
Portfolio Net P/L%: 0.57%
Projected Annual Dividend Income (PADI): $25,130
Yield on Market: 3.25%
Yield on Cost: 3.18%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $13,495 |
Annual % Change | -1.21% | 1.45% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #33/2023:
Since I have reached my total PADI of $60K, I’m not increasing my stock positions this week.