week 76 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $751,492
Portfolio market value: $702,512
Portfolio Net P/L: $-48,980
Portfolio Net P/L%: $-6.52%
Projected Annual Dividend Income (PADI): $35,246
Yield on Market: 5.02%
Yield on Cost: 4.62%
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $14,831 |
Annual % Change | -2.75% | -4.61% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #24/2023:
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: $755,270
Portfolio Net P/L: $-14,254
Portfolio Net P/L%: -1.85%
Projected Annual Dividend Income (PADI): $25,130
Yield on Market: 3.33%
Yield on Cost: 3.18%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $10,548 |
Annual % Change | -1.21% | -0.99% |
Note: Dividend Income is not finalized and may change
2. Last
week’s transactions:
None
3. Buying plan for week #24/2023:
Since I have reached my
total PADI of $60K, I’m not increasing my stock positions this week.