week 80 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio
Statistics –
Portfolio cost value: $751,492
Portfolio market value: $694,948
Portfolio Net P/L: $-56,545
Portfolio Net P/L%: -7.52%
Projected Annual Dividend Income (PADI): $35,246
Yield on Market: 5.07%
Yield on Cost: 4.62%
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $16,538 |
Annual % Change | -2.75% | -7.52% |
Note: Dividend Income is not finalized and may change
2. Last
week’s transactions:
None
3. Buying
plan for week #28/2023:
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: $759,556
Portfolio Net P/L: $-9,968
Portfolio Net P/L%: -1.30%
Projected Annual Dividend Income (PADI): $25,130
Yield on Market: 3.31%
Yield on Cost: 3.18%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $12,099 |
Annual % Change | -1.21% | -1.30% |
Note: Dividend Income is not finalized and may change
2. Last
week’s transactions:
None
3. Buying plan for week #28/2023:
Since I have reached my
total PADI of $60K, I’m not increasing my stock positions this week.