week 103 since January 1st 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $742,082
Portfolio market value: $736,195
Portfolio Net P/L: $-5,887
Portfolio Net P/L%: -0.79%
Projected Annual Dividend Income (PADI): $35,044
Yield on Market: 4.76%
Yield on Cost: 4.59%
| 2022 | 2023 (YTD) |
Dividend Income* | $12,246 | $32,535 |
Annual % Change | -2.75% | +1.25% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #51/2023:
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: $784,260
Portfolio Net P/L: $18,856
Portfolio Net P/L%: 2.46%
Projected Annual Dividend Income (PADI): $25,137
Yield on Market: 3.21%
Yield on Cost: 3.16%
| 2022 | 2023 (YTD) |
Dividend Income* | $8,365 | $23,237 |
Annual % Change | -1.21% | +3.37% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #51/2023:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.