WEEK 89 SINCE JANUARY 1ST 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $751,415
Portfolio market value: $694,997
Portfolio Net P/L: $-56,418
Portfolio Net P/L%: $-7.51%
Projected Annual Dividend Income (PADI): $35,158
Yield on Market: 5.06%
Yield on Cost: 4.61%
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $23,324 |
Annual % Change | -2.75% | -5.62% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #37/2023:
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: $747,373
Portfolio Net P/L: $-22,151
Portfolio Net P/L%: -2.88%
Projected Annual Dividend Income (PADI): $25,062
Yield on Market: 3.35%
Yield on Cost: 3.18%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $16,786 |
Annual % Change | -1.21% | -2.03% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #37/2023:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.