week 75 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $751,492
Portfolio market value: $691,877
Portfolio Net P/L: $-59,615
Portfolio Net P/L%: -7.93%
Projected Annual Dividend Income (PADI): $35,246
Yield on Market: 5.09%
Yield on Cost: 4.62%
|
|
2022 |
2023 (YTD) |
|
Dividend Income* |
$12,246 |
$11,421 |
|
Annual % Change |
-2.75% |
-6.06% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #23/2023:
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: $769,524
Portfolio market value: $748,450
Portfolio Net P/L: $-21,074
Portfolio Net P/L%: -2.74%
Projected Annual Dividend Income (PADI): $25,130
Yield on Market: 3.36%
Yield on Cost: 3.18%
|
|
2022 |
2023 (YTD) |
|
Dividend Income* |
$8,365 |
$7,784 |
|
Annual % Change |
-1.21% |
-1.88% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #23/2023:
Since I have reached my total PADI of $60K, I’m not increasing my stock positions this week.