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.