2 YEARS AND 36 WEEKS SINCE JANUARY 1ST 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $807,228
Portfolio Net P/L: $65,146
Portfolio Net P/L%: 8.78%
Projected Annual Dividend Income (PADI): $35,044
Yield on Market: 4.34%
Yield on Cost: 4.59%
Year | Dividend Income* | Annual % Change |
2022 | $12,246 | -2.75% |
2023 | $32,687 | +2.29% |
2024 (YTD) | $17,170 | +8.54% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #36/2024:
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: $863,704
Portfolio Net P/L: $99,482
Portfolio Net P/L%: 13.02%
Projected Annual Dividend Income (PADI): $25,107
Yield on Market: 2.91%
Yield on Cost: 3.16%
Year | Dividend Income* | Annual % Change |
2022 | $8,365 | -1.21% |
2023 | $23,340 | +4.55% |
2024 (YTD) | $12,533 | +9.05% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #36/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.