3 YEARS AND 16 WEEKS SINCE I STARTED MY JOURNEY (JANUARY 1ST 2022)
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $729,053
Portfolio market value: $741,982
Portfolio Net P/L: $12,929
Portfolio Net P/L%: 1.77%
Projected Annual Dividend Income (PADI): $36,097
Yield on Market: 4.87%
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 | -7.61% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #16/2025:
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: $825,369
Portfolio Net P/L: $65,260
Portfolio Net P/L%: 8.59%
Projected Annual Dividend Income (PADI): $26,706
Yield on Market: 3.29%
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 | -4.21% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #16/2025:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.