2 YEARS AND 53 WEEKS SINCE JANUARY 1ST 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $732,844
Portfolio market value: $809,422
Portfolio Net P/L: $76,578
Portfolio Net P/L%: 10.45%
Projected Annual Dividend Income (PADI): $36,097
Yield on Market: 4.46%
Yield on Cost: 4.77%
Year | Dividend Income* | Annual % Change |
2022 | $12,246 | -2.75% |
2023 | $32,687 | +2.29% |
2024 (YTD) | $34,000 | +10.20% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #53/2024:
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: $867,557
Portfolio Net P/L: $107,448
Portfolio Net P/L%: 14.14%
Projected Annual Dividend Income (PADI): $26,706
Yield on Market: 3.08%
Yield on Cost: 3.35%
Year | Dividend Income* | Annual % Change |
2022 | $8,365 | -1.21% |
2023 | $23,340 | +4.55% |
2024 (YTD) | $24,400 | +10.10% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #53/2024:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.