2 YEARS AND 49 WEEKS SINCE JANUARY 1ST 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $738,004
Portfolio market value: $875,446
Portfolio Net P/L: $137,441
Portfolio Net P/L%: 18.62%
Projected Annual Dividend Income (PADI): $36,385
Yield on Market: 4.16%
Yield on Cost: 4.77%
|
Year |
Dividend Income* |
Annual % Change |
|
2022 |
$12,246 |
-2.75% |
|
2023 |
$32,687 |
+2.29% |
|
2024 (YTD) |
$28,600 |
+18.36% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #49/2024:
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: $930,987
Portfolio Net P/L: $166,765
Portfolio Net P/L%: 21.82%
Projected Annual Dividend Income (PADI): $26,959
Yield on Market: 2.90%
Yield on Cost: 3.37%
|
Year |
Dividend Income* |
Annual % Change |
|
2022 |
$8,365 |
-1.21% |
|
2023 |
$23,340 |
+4.55% |
|
2024 (YTD) |
$20,717 |
+17.54% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #49/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.