WEEK #41/2023 (8-OCT-2023)

Portfolio 1 (dividend4u-HYHR)

1.     Portfolio Statistics –
Portfolio cost value: $751,415
Portfolio market value: $653,361
Portfolio Net P/L: $-98,054
Portfolio Net P/L%: -13.05%
Projected Annual Dividend Income (PADI): $35,158
Yield on Market: 5.38%
Yield on Cost: 4.61%        

Note: Dividend Income is not finalized and may change

2.     Last week’s transactions:
None

3.     Buying plan for week #41/2023:
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: $711,205
Portfolio Net P/L: $-58,319
Portfolio Net P/L%: -7.58%
Projected Annual Dividend Income (PADI): $25,062
Yield on Market: 3.52%
Yield on Cost: 3.18%

Note: Dividend Income is not finalized and may change

2.      Last week’s transactions:
None

3.      Buying plan for week #41/2023:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.