2 years and 6 weeks since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $718,072
Portfolio Net P/L: $-24,010
Portfolio Net P/L%: -3.24%
Projected Annual Dividend Income (PADI): $35,044
Yield on Market: 4.88%
Yield on Cost: 4.59%
| 2022 | 2023 | 2024 (YTD) |
Dividend Income* | $12,246 | $32,687 | $3,918 |
Annual % Change | -2.75% | +2.29% | -3.45% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #06/2024:
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: $790,751
Portfolio Net P/L: $25,347
Portfolio Net P/L%: 3.31%
Projected Annual Dividend Income (PADI): $25,137
Yield on Market: 3.18%
Yield on Cost: 3.16%
| 2022 | 2023 | 2024 (YTD |
Dividend Income* | $8,365 | $23,340 | $3,125 |
Annual % Change | -1.21% | +4.55% | -0.31% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #06/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.
Hello,
Pls can you elaborate on the growth od your dividend income 22 vs 2023. Its enourmous.
You did one time Investments or what is it? What was your plan? Thx.
please look at my portfolio.
it is free !
it include all my transactions and my dividend income.
day by day.
year by year.
enjoy.
https://dividend4u.com/portfolio/