3 YEARS AND 51 WEEKS SINCE I STARTED MY JOURNEY (JANUARY 1ST 2022)
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $718,569
Portfolio market value: $867,794
Portfolio Net P/L: $149,225
Portfolio Net P/L%: 20.77%
Projected Annual Dividend Income (PADI): $35,854
Yield on Market: 4.11%
Yield on Cost: 4.80%
|
Year |
Dividend Income* |
Annual % Change |
|
2022 |
$12,246 |
-2.75% |
|
2023 |
$32,687 |
+2.29% |
|
2024 |
$34,791 |
+9.86% |
|
2025 (YTD) |
$9,065 |
+9.48% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #51/2025:
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: $752,802
Portfolio market value: $960,520
Portfolio Net P/L: $210,780
Portfolio Net P/L%: 28.11%
Projected Annual Dividend Income (PADI): $26,882
Yield on Market: 2.79%
Yield on Cost: 3.42%
|
Year |
Dividend Income* |
Annual % Change |
|
2022 |
$8,365 |
-1.21% |
|
2023 |
$23,340 |
+4.55% |
|
2024 |
$25,000 |
+9.35% |
|
2025 (YTD) |
$6,350 |
+12.43% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #51/2025:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.