My Portfolios Weekly Total Returns Friday January 30th 2026 My Dividend Factory -0.73% 🔴 My Dividend Value +2.89% 🟢 My Growth Portfolio +0.67% 🟢 - - - - - - - - - - - - - - - - - - - - - - - - - - - - My Dividend Factory Invested Capital : $ 37500 Week Start Value : $ 37848 | +2.29% PnL Week End Value : $ 38072 | +1.52% PnL Week End Cash : $ 422 | 1.11% of portfolio Dividend Received: $ 146 Annualized Yield : 20.06% My Dividend Value Invested Capital : $ 7000 Week Start Value : $ 6628 | +1.97% PnL Week End Value : $ 7320 | +4.57% PnL Week End Cash : $ 739 | 10.09% of portfolio My Growth Portfolio Invested Capital : $ 22500 Week Start Value : $ 22429 | +1.95% PnL Week End Value : $ 23079 | +2.58% PnL Week End Cash : $ 3601 | 15.60% of portfolio - - - - - - - - - - - - - - - - - - - - - - - - - - - - This past week was all over the place and ended with the market being worried about the choice for the new Fed chair. My Dividend Factory took a hit but was given opportunities to deploy cash at cheaper prices with $MSFY $NFLP. My Growth Portfolio got raised by $META $AAPL $GOOG , I'm glad I rebalanced it earlier this month from an underperforming ETF $SPMO directly into the hyperscalers but it took a hit with $MSFT and $NFLX. I might rebalance some more in a few big names that took a hit in the past week. The new kid on the block portfolio, My Dividend Value got a crazy lift with $VZ $MAN ! As Friday was the last trading day of January I deposited $500 in the 3 portfolios. - - - - - - - - - - - - - - - - - - - - - - - - - - - - Benchmarks "If" Portfolios >> My Dividend Value +2.89% 🟢 - If DiviFactory Trades to $SCHD +2.34% 🟢 - If DiviFactory DCA to $SCHD +2.34% 🟢 - If Divi Value Trades to $SCHD +2.26% 🟢 - If DiviFactory Trades to $SPY +0.69% 🟢 - If DiviFactory DCA to $SPY +0.69% 🟢 >> My Growth Portfolio +0.67% 🟢 - If Divi Value Trades to $SPY +0.66% 🟢 - If GrowthETFs Trades to $QQQ -0.11% 🔴 - If Growth Portfolio DCA to $QQQ -0.14% 🔴 >> My Dividend Factory -0.73% 🔴 - - - - - - - - - - - - - - - - - - - - - - - - - - - - What is this all about? Mid September 2025, I started 2 real portfolios to see if one should just invest in $SPY or $QQQ or $SCHD, and simply Dollar Cost Average. - My Dividend Factory portfolio started with $35,000. It's a basket of various Option Income ETFs - My Growth Portfolio started with $20,000. It's a basket of various Growth ETFs other than $QQQ and a few individual specific tech large caps. No wild bets. Mid August 2025, I had regular spare cash and decided to buy various dividend stocks that were reasonably priced (value) and with yields higher than 4%. In effect this was a 3rd portfolio and I will deposit $500 monthly to it top. - My Dividend Value portfolio started with $6,000. It's a basket of various individual dividend stock with yield above 4%. I deposit $500 monthly in the 3 real portfolios and replicate a virtual cash deposit in the "If" portfolios. - - - - - - - - - - - - - - - - - - - - - - - - - - - - Can the Dividend Factory beat $SCHD and/or $SPY? Can the Dividend Value beat $SCHD and/or $SPY? Can the Growth Portfolio beat $QQQ? Can the smaller Growth Portfolio eventually catch up with the Dividend Factory? Who knows? ¯\_(ツ)_/¯ - - - - - - - - - - - - - - - - - - - - - - - - - - - - FYI "If ... Trades to ..." means: Replace all trades (buy/sell) i.e. same value on the same dates, if cash is available. "If ... DCA to ..." means: Dollar Cost Average i.e. buy as soon as Cash (dividend or deposit) is available. Invested Capital means: The $$$ I have deposited in the accounts over the months, it does not include any distribution received. - - - - - - - - - - - - - - - - - - - - - - - - - - - - Working on charts to make it easier and more visual to compare 🙂 - - - - - - - - - - - - - - - - - - - - - - - - - - - - Invest for your future and Grow your wealth Dividend Growth Investing ... kinda