week 91 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $751,415
Portfolio market value: $680,263
Portfolio Net P/L: $-71,152
Portfolio Net P/L%: -9.47%
Projected Annual Dividend Income (PADI): $35,158
Yield on Market: 5.17%
Yield on Cost:
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $23,324 |
Annual % Change | -2.75% | -7.62% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #39/2023:
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: $731,486
Portfolio Net P/L: $-38,039
Portfolio Net P/L%: -4.94%
Projected Annual Dividend Income (PADI): $25,062
Yield on Market: 3.43%
Yield on Cost: 3.18%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $16,786 |
Annual % Change | -1.21% | -4.11% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #39/2023:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.