week 97 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $666,460
Portfolio Net P/L: $-75,622
Portfolio Net P/L%: -10.19%
Projected Annual Dividend Income (PADI): $34,547
Yield on Market: 5.18%
Yield on Cost: 4.59%
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $27,000 |
Annual % Change | -2.75% | -8.34% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #45/2023:
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: $723,623
Portfolio Net P/L: $-41,781
Portfolio Net P/L%: -5.46%
Projected Annual Dividend Income (PADI): $24,722
Yield on Market: 3.42%
Yield on Cost: 3.16%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $19,562 |
Annual % Change | -1.21% | -4.62% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #45/2023:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.