2 years and 11 weeks since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $730,723
Portfolio Net P/L: $-11,359
Portfolio Net P/L%: -1.53%
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 |
$32,687 |
$8,764 |
|
Annual % Change |
-2.75% |
+2.29% |
-1.75% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #11/2024:
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: $815,925
Portfolio Net P/L: $50,521
Portfolio Net P/L%: 6.60%
Projected Annual Dividend Income (PADI): $25,137
Yield on Market: 3.08%
Yield on Cost: 3.16%
|
|
2022 |
2023 |
2024 (YTD |
|
Dividend Income* |
$8,365 |
$23,340 |
$6,160 |
|
Annual % Change |
-1.21% |
+4.55% |
+2.86% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #11/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.