WEEK #44/2023 (29-OCT-2023)

week 96 since January 1st 2022

Portfolio 1 (dividend4u-HYHR)

1.     Portfolio Statistics –
Portfolio cost value: $742,082

Portfolio market value: $620,473
Portfolio Net P/L: $-121,609
Portfolio Net P/L%: -16.39%
Projected Annual Dividend Income (PADI): $34,547
Yield on Market: 5.57%
Yield on Cost: 4.59%

 

2022

2023 (YTD)

Dividend Income*

$12,246

$26,498

Annual % Change

-2.75%

-14.66%

Note: Dividend Income is not finalized and may change

2.     Last week’s transactions:
None

3.     Buying plan for week #44/2023:
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: $765,404

Portfolio market value: $684,253
Portfolio Net P/L: $-81,151
Portfolio Net P/L%: -10.60%
Projected Annual Dividend Income (PADI): $24,722
Yield on Market: 3.61%
Yield on Cost: 3.16%       

 

2022

2023 (YTD)

Dividend Income*

$8,365

$19,073

Annual % Change

-1.21%

-9.81%

 

 

 

Note: Dividend Income is not finalized and may change

2.      Last week’s transactions:
None

3.      Buying plan for week #44/2023:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.