2 years and 7 weeks since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $709,766
Portfolio Net P/L: $-32,316
Portfolio Net P/L%: -4.35%
Projected Annual Dividend Income (PADI): $35,044
Yield on Market: 4.94%
Yield on Cost: 4.59%
| 2022 | 2023 | 2024 (YTD) |
Dividend Income* | $12,246 | $32,687 | $3,918 |
Annual % Change | -2.75% | +2.29% | -4.57% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #07/2024:
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: $789,296
Portfolio Net P/L: $23,892
Portfolio Net P/L%: 3.12%
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% | -0.50% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #07/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.