4 YEARS AND 12 WEEKS SINCE I STARTED MY JOURNEY (JANUARY 1ST 2022)
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $697,842
Portfolio market value: $846,800
Portfolio Net P/L: $148,959
Portfolio Net P/L%: 21.35%
Projected Annual Dividend Income (PADI): $35,854
Yield on Market: 4.12%
Yield on Cost: 4.83%
Year | Dividend Income* | Annual % Change |
2022 | $12,246 | -2.75% |
2023 | $32,687 | +2.29% |
2024 | $34,791 | +9.86% |
2025 | $9,065 (not final) | +8.27% |
2026 (YTD) | $0 | +1.12% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #12/2026:
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: $741,409
Portfolio market value: $974,497
Portfolio Net P/L: $233,088
Portfolio Net P/L%: 31.44%
Projected Annual Dividend Income (PADI): $26,882
Yield on Market: 2.72%
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 | $6,350 (not final) | +11.25% |
2026 | $0 | +3.78% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #12/2026:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.