3 YEARS AND 11 WEEKS SINCE I STARTED MY JOURNEY (JANUARY 1ST 2022)
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $732,843
Portfolio market value: $815,765
Portfolio Net P/L: $82,922
Portfolio Net P/L%: 11.32%
Projected Annual Dividend Income (PADI): $36,097
Yield on Market: 4.45%
Yield on Cost: 4.79%
Year | Dividend Income* | Annual % Change |
2022 | $12,246 | -2.75% |
2023 | $32,687 | +2.29% |
2024 | $34,791 | +9.86% |
2025 (YTD) | $3,056 | +1.10% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #11/2025:
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: $760,109
Portfolio market value: $889,897
Portfolio Net P/L: $129,787
Portfolio Net P/L%: 17.07%
Projected Annual Dividend Income (PADI): $26,706
Yield on Market: 3.05%
Yield on Cost: 3.42%
Year | Dividend Income* | Annual % Change |
2022 | $8,365 | -1.21% |
2023 | $23,340 | +4.55% |
2024 | $25,000 | +9.35% |
2025 (YTD) | $2,292 | +3.28% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #11/2025:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.