Portfolio Update
The FiveTwenty portfolio received $302.34 in dividends in the past week. LMT, TROW, and VIG paid their quarterly dividend during the week.
| Past Week Dividend | $302.34 |
| Current Quarter Dividend (Q4 2023) | $2,751.08 |
| LifeTime Dividend | $17,781.92 |
| Estimated Annual Dividend | $11,124.72 |
The capital allocation for the week of 12/31/2023 to 1/6/2024 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
Decrease in Estimated Annual Dividend
The Estimated Annual Dividend for the FiveTwenty portfolio decreased slightly week over week. The decrease was caused by the closing of our position in VFC. The proceeds from the sale will be reinvested this week into VIG & VIGI.
VIG & VIGI – Position Update
| TTM | Prev. Update | |
| VIG Yield | 1.88% | 1.90% |
| VIGI Yield | 1.92% | 1.95% |
Thesis
Why are we adding to our position in VIG & VIGI?
We are starting off 2024 on the same note we ended 2023, by allocating this week’s capital to build our positions in VIG & VIGI.
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