2 years and 29 weeks since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $769,993
Portfolio Net P/L: $27,911
Portfolio Net P/L%: 3.76%
Projected Annual Dividend Income (PADI): $35,044
Yield on Market: 4.55%
Yield on Cost: 4.59%
Year | Dividend Income* | Annual % Change |
2022 | $12,246 | -2.75% |
2023 | $32,687 | +2.29% |
2024 (YTD) | $17,170 | +3.53% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #29/2024:
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: $830,291
Portfolio Net P/L: $64,887
Portfolio Net P/L%: 8.48%
Projected Annual Dividend Income (PADI): $25,137
Yield on Market: 3.03%
Yield on Cost: 3.16%
Year | Dividend Income* | Annual % Change |
2022 | $8,365 | -1.21% |
2023 | $23,340 | +4.55% |
2024 (YTD) | $12,533 | +4.67% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #29/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.