2 YEARS AND 50 WEEKS SINCE JANUARY 1ST 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $738,004
Portfolio market value: $858,474
Portfolio Net P/L: $120,470
Portfolio Net P/L%: 16.32%
Projected Annual Dividend Income (PADI): $36,385
Yield on Market: 4.24%
Yield on Cost: 4.77%
|
Year |
Dividend Income* |
Annual % Change |
|
2022 |
$12,246 |
-2.75% |
|
2023 |
$32,687 |
+2.29% |
|
2024 (YTD) |
$34,000 |
+16.07% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #50/2024:
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: $914,816
Portfolio Net P/L: $150,595
Portfolio Net P/L%: 19.71%
Projected Annual Dividend Income (PADI): $26,959
Yield on Market: 2.95%
Yield on Cost: 3.37%
|
Year |
Dividend Income* |
Annual % Change |
|
2022 |
$8,365 |
-1.21% |
|
2023 |
$23,340 |
+4.55% |
|
2024 (YTD) |
$24,400 |
+15.50% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #50/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.