week 99 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $677,230
Portfolio Net P/L: $-64,852
Portfolio Net P/L%: -8.74%
Projected Annual Dividend Income (PADI): $34,547
Yield on Market: 5.10%
Yield on Cost: 4.59%
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $27,000 |
Annual % Change | -2.75% | -6.86% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #47/2023:
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: $765,404
Portfolio market value: $737,752
Portfolio Net P/L: $-27,652
Portfolio Net P/L%: -3.61%
Projected Annual Dividend Income (PADI): $24,722
Yield on Market: 3.35%
Yield on Cost: 3.16%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $19,562 |
Annual % Change | -1.21% | -2.76% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #476/2023:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.