2 YEARS AND 45 WEEKS SINCE JANUARY 1ST 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $738,004
Portfolio market value: $817,993
Portfolio Net P/L: $79,988
Portfolio Net P/L%: 10.84%
Projected Annual Dividend Income (PADI): $36,385
Yield on Market: 4.45%
Yield on Cost: 4.77%
Year | Dividend Income* | Annual % Change |
2022 | $12,246 | -2.75% |
2023 | $32,687 | +2.29% |
2024 (YTD) | $28,600 | +10.59% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #45/2024:
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: $764,222
Portfolio market value: $878,669
Portfolio Net P/L: $114,448
Portfolio Net P/L%: 14.98%
Projected Annual Dividend Income (PADI): $26,959
Yield on Market: 3.07%
Yield on Cost: 3.37%
Year | Dividend Income* | Annual % Change |
2022 | $8,365 | -1.21% |
2023 | $23,340 | +4.55% |
2024 (YTD) | $20,717 | +10.94% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #45/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.