2 YEARS AND 52 WEEKS SINCE JANUARY 1ST 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $732,844
Portfolio market value: $806,867
Portfolio Net P/L: $74,023
Portfolio Net P/L%: 10.10%
Projected Annual Dividend Income (PADI): $36,097
Yield on Market: 4.47%
Yield on Cost: 4.77%
|
Year |
Dividend Income* |
Annual % Change |
|
2022 |
$12,246 |
-2.75% |
|
2023 |
$32,687 |
+2.29% |
|
2024 (YTD) |
$34,000 |
+9.85% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #52/2024:
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: $760,109
Portfolio market value: $864,590
Portfolio Net P/L: $104,480
Portfolio Net P/L%: 13.75%
Projected Annual Dividend Income (PADI): $26,706
Yield on Market: 3.09%
Yield on Cost: 3.35%
|
Year |
Dividend Income* |
Annual % Change |
|
2022 |
$8,365 |
-1.21% |
|
2023 |
$23,340 |
+4.55% |
|
2024 (YTD) |
$24,400 |
+9.73% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #52/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.