3 YEARS AND 6 WEEKS SINCE JANUARY 1ST 2022
Portfolio 1 (dividend4u-HYHR)
1. Portfolio Statistics –
Portfolio cost value: $732,843
Portfolio market value: $829,233
Portfolio Net P/L: $96,391
Portfolio Net P/L%: 13.15%
Projected Annual Dividend Income (PADI): $36,097
Yield on Market: 4.38%
Yield on Cost: 4.79%
Year | Dividend Income* | Annual % Change |
2022 | $12,246 | -2.75% |
2023 | $32,687 | +2.29% |
2024 | $34,791 | +9.86% |
2025 (YTD) | $3,056 | + 2.77% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #6/2025:
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: $760,109
Portfolio market value: $900,254
Portfolio Net P/L: $140,145
Portfolio Net P/L%: 18.44%
Projected Annual Dividend Income (PADI): $26,706
Yield on Market: 3.02%
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) | $2,292 | + 4.49% |
Note: Dividend Income is not finalized and may change
2. Last week’s transactions:
None
3. Buying plan for week #6/2025:
Since I have reached my total PADI of ~$60K, I’m not increasing my stock positions this week.