8/17/19

$50 Per Paycheck Dividend Portfolio Update 8/16/19


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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