Another $50 was sent
to M1 Finance on 8/16/19, for a total of $400 since the dividend stock
portfolio was started in June. As of market close on 8/19/19, the portfolio's
value is $385.57, which includes $4.07 in cash that was not invested.
The same amount
invested into SPY, the ETF that tracks the Standard and Poor's 500 index would
be worth $392.71.
Date
|
Additional Investment
|
Running Total Investment
|
Dividend Portfolio Account Value
|
Additional Benchmark SPY Shares
|
Running Total Benchmark SPY Shares
|
SPY Closing Share Price
|
Benchmark SPY Value
|
Dividend Portfolio VS Benchmark
|
6/24/19
|
$200.00
|
$200.00
|
$200.00
|
0.681107
|
0.681107
|
$293.64
|
$200.00
|
0.000%
|
7/3/19
|
$50.00
|
$250.00
|
$252.22
|
0.167336
|
0.848443
|
$298.80
|
$253.51
|
-0.511%
|
7/18/19
|
$50.00
|
$300.00
|
$299.10
|
0.167320
|
1.015763
|
$298.83
|
$303.54
|
-1.463%
|
8/2/19
|
$50.00
|
$350.00
|
$343.48
|
0.170870
|
1.186633
|
$294.62
|
$349.61
|
-1.752%
|
8/16/19
|
$50.00
|
$400.00
|
$385.57
|
0.173124
|
1.359757
|
$288.81
|
$392.71
|
-1.818%
|
Per M1, the
portfolio has earned $1.22 in dividends so far. The gain/loss per stock appears
to be broken, so I will forgo highlighting the best and worst performing
stocks. Below is a screenshot of individual stock performance, which
incorrectly says all but three stocks have a gain and that the overall
portfolio gain is 10.24%. I suspect these numbers might be affected by the
recent trades, but they are still wrong.
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