week 88 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $751,415
Portfolio market value: $712,666
Portfolio Net P/L: $-38,749
Portfolio Net P/L%: -5.16%
Projected Annual Dividend Income (PADI): $35,158
Yield on Market: 4.93%
Yield on Cost: 4.61%
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $20,531 |
Annual % Change | -2.75% | -3.22% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #36/2023:
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: $761,998
Portfolio Net P/L: $-7,527
Portfolio Net P/L%: -0.98%
Projected Annual Dividend Income (PADI): $25,062
Yield on Market: 3.29%
Yield on Cost: 3.18%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $14,256 |
Annual % Change | -1.21% | -0.11% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #36/2023:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.