3 YEARS AND 41 WEEKS SINCE I STARTED MY JOURNEY (JANUARY 1ST 2022)
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $718,569
Portfolio market value: $850,700
Portfolio Net P/L: $132,131
Portfolio Net P/L%: 18.39%
Projected Annual Dividend Income (PADI): $35,854
Yield on Market: 4.20%
Yield on Cost: 4.80%
Year | Dividend Income* | Annual % Change |
2022 | $12,246 | -2.75% |
2023 | $32,687 | +2.29% |
2024 | $34,791 | +9.86% |
2025 (YTD) | $9,065 | +7.33% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #41/2025:
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: $752,802
Portfolio market value: $947,943
Portfolio Net P/L: $195,141
Portfolio Net P/L%: 25.92%
Projected Annual Dividend Income (PADI): $26,882
Yield on Market: 2.84%
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) | $6,350 | +10.96% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #41/2025:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.