2 YEARS AND 35 WEEKS SINCE JANUARY 1ST 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $798,883
Portfolio Net P/L: $56,801
Portfolio Net P/L%: 7.65%
Projected Annual Dividend Income (PADI): $35,044
Yield on Market: 4.39%
Yield on Cost: 4.59%
|
Year |
Dividend Income* |
Annual % Change |
|
2022 |
$12,246 |
-2.75% |
|
2023 |
$32,687 |
+2.29% |
|
2024 (YTD) |
$17,170 |
+7.42% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #35/2024:
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: $764,222
Portfolio market value: $854,772
Portfolio Net P/L: $90,551
Portfolio Net P/L%: 11.85%
Projected Annual Dividend Income (PADI): $25,107
Yield on Market: 2.94%
Yield on Cost: 3.16%
|
Year |
Dividend Income* |
Annual % Change |
|
2022 |
$8,365 |
-1.21% |
|
2023 |
$23,340 |
+4.55% |
|
2024 (YTD) |
$12,533 |
+7.92% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #35/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.