2 YEARS AND 32 WEEKS SINCE JANUARY 1ST 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $769,736
Portfolio Net P/L: $27,654
Portfolio Net P/L%: 3.73%
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 | +3.50% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #32/2024:
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: $827,144
Portfolio Net P/L: $62,922
Portfolio Net P/L%: 8.23%
Projected Annual Dividend Income (PADI): $25,107
Yield on Market: 3.04%
Yield on Cost: 3.16%
Year | Dividend Income* | Annual % Change |
2022 | $8,365 | -1.21% |
2023 | $23,340 | +4.55% |
2024 (YTD) | $12,533 | +4.28% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #32/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.
Your MPDGI portfolio shows as -8.03% but your posts says up +8.23%
please check again –
https://dividend4u.com/portfolio/