WEEK #42/2024 (13-OCT-2024)

2 YEARS AND 41 WEEKS SINCE JANUARY 1ST 2022

Portfolio 1 (dividend4u-HYHR)

1.    Portfolio Statistics –
Portfolio cost value: $738,004
Portfolio market value: $824,664
Portfolio Net P/L: $86,659
Portfolio Net P/L%: 11.74%
Projected Annual Dividend Income (PADI):
$36,385
Yield on Market: 4.41%
Yield on Cost: 4.77%

Year

Dividend Income*

Annual % Change

2022

$12,246

-2.75%

2023

$32,687

+2.29%

2024 (YTD)

$28,600

+11.49%

Note: Dividend Income is not finalized and may change

2.    Last week’s transactions:
None

3.    Buying plan for week #42/2024:
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: $899,823
Portfolio Net P/L: $135,601
Portfolio Net P/L%: 17.74%
Projected Annual Dividend Income (PADI):
$26,959
Yield on Market: 3.00%
Yield on Cost: 3.37%

Year

Dividend Income*

Annual % Change

2022

$8,365

-1.21%

2023

$23,340

+4.55%

2024 (YTD)

$20,717

+13.61%

Note: Dividend Income is not finalized and may change

2.      Last week’s transactions:
None

3.      Buying plan for week #42/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.