3 YEARS AND 15 WEEKS SINCE I STARTED MY JOURNEY (JANUARY 1ST 2022)
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $729,053
Portfolio market value: $736,356
Portfolio Net P/L: $7,303
Portfolio Net P/L%: 1.00%
Projected Annual Dividend Income (PADI): $36,097
Yield on Market: 4.91%
Yield on Cost: 4.80%
|
Year |
Dividend Income* |
Annual % Change |
|
2022 |
$12,246 |
-2.75% |
|
2023 |
$32,687 |
+2.29% |
|
2024 |
$34,791 |
+9.86% |
|
2025 (YTD) |
$9,065 |
-8.31% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #15/2025:
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: $760,109
Portfolio market value: $803,272
Portfolio Net P/L: $43,163
Portfolio Net P/L%: 5.68%
Projected Annual Dividend Income (PADI): $26,706
Yield on Market: 3.38%
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 (YTD) |
$6,350 |
-6.77% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #15/2025:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.