week 102 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $706,386
Portfolio Net P/L: $-35,696
Portfolio Net P/L%: -4.81%
Projected Annual Dividend Income (PADI): $35,044
Yield on Market: 4.96%
Yield on Cost: 4.59%
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $32,534 |
Annual % Change | -2.75% | -2.85% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #50/2023:
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: $759,831
Portfolio Net P/L: $-5,573
Portfolio Net P/L%: -0.73%
Projected Annual Dividend Income (PADI): $25,137
Yield on Market: 3.31%
Yield on Cost: 3.16%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $23,237 |
Annual % Change | -1.21% | +0.15% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #50/2023:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.