week 107 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $729,423
Portfolio Net P/L: $-12,659
Portfolio Net P/L%: -1.71%
Projected Annual Dividend Income (PADI): $35,044
Yield on Market: 4.80%
Yield on Cost: 4.59%
| 2022 | 2023 | 2024 (YTD) |
Dividend Income* | $12,246 | $32,535 | $1,422 |
Annual % Change | -2.75% | +2.29% | -1.92% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #03/2024:
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: $786,083
Portfolio Net P/L: $20,679
Portfolio Net P/L%: 2.70%
Projected Annual Dividend Income (PADI): $25,137
Yield on Market: 3.20%
Yield on Cost: 3.16%
| 2022 | 2023 | 2024 (YTD |
Dividend Income* | $8,365 | $23,237 | $1,265 |
Annual % Change | -1.21% | +4.55% | -0.90% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #03/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.