WEEK #40/2023 (1-OCT-2023)

Portfolio 1 (dividend4u-HYHR)

1.     Portfolio Statistics –
Portfolio cost value: $751,415
Portfolio market value: $669,783
Portfolio Net P/L: $-81,632
Portfolio Net P/L%: -10.86%
Projected Annual Dividend Income (PADI): $35,158
Yield on Market: 5.25%
Yield on Cost: 4.61%

Note: Dividend Income is not finalized and may change

2.     Last week’s transactions:
None

3.     Buying plan for week #40/2023:
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: $721,959
Portfolio Net P/L: $-47,566
Portfolio Net P/L%: -6.18%
Projected Annual Dividend Income (PADI): $25,062
Yield on Market: 3.47%
Yield on Cost: 3.18%

Note: Dividend Income is not finalized and may change

2.      Last week’s transactions:
None

3.      Buying plan for week #40/2023:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.