Category: weekly update

Portfolio Update

The FiveTwenty portfolio received $1,628.42 in dividends in the past week. VIG and VIGI paid their quarterly dividend during the week.

Past Week Dividend	$1,628.42
Current Quarter Dividend (Q4 2025)	$4,677.55
LifeTime Dividend	$45,109.46
Estimated Annual Dividend	$15,461.13

The FiveTwenty portfolio experiment has reached its end after 5 full years with the end of 2025. We will make on last capital allocation during the week of 12/28/2025 to 01/03/2026 and add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI) in order to reinvest the remainder of the proceeds we received from the K acquisition.

VIG & VIGI – Position Update

Continue reading “2026 Week 1: End of Experiment”

Portfolio Update

The FiveTwenty portfolio received $369.26 dividends in the past week. HD, K, ORI, and PII paid their quarterly dividend during the week.

Past Week Dividend	$369.26
Current Quarter Dividend (Q4 2025)	$3,049.13
LifeTime Dividend	$43,481.04
Estimated Annual Dividend	$15,301.61

The capital allocation for the week of 12/21/2025 to 12/27/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).

VIG & VIGI – Position Update

Continue reading “2025 Week 52: VIG & VIGI”

Portfolio Update

The FiveTwenty portfolio received $328.38 dividends in the past week. ADM, EMR, JNJ, MMM, and SON paid their dividends during the week.

Past Week Dividend	$328.38
Current Quarter Dividend (Q4 2025)	$2,679.87
LifeTime Dividend	$43,111.78
Estimated Annual Dividend	$14,737.71

The capital allocation for the week of 12/14/2025 to 12/20/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).

Position Closed

This week the merger of K with Mars closed. We received a total of $17,451.50 in exchange for our 209 shares. The proceeds will be reinvested in this coming week.

VIG & VIGI – Position Update

Continue reading “2025 Week 51: VIG & VIGI”

Portfolio Update

The FiveTwenty portfolio received $534.29 dividends in the past week. AFL, BKH, ENB, FTS, SJM, and SWX paid their quarterly dividends during the week.

Past Week Dividend	$534.29
Current Quarter Dividend (Q4 2025)	$2,351.49
LifeTime Dividend	$42,783.40
Estimated Annual Dividend	$15,209.13

The capital allocation for the week of 12/07/2025 to 12/13/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).

VIG & VIGI – Position Update

Continue reading “2025 Week 50: VIG & VIGI”

Portfolio Update

The FiveTwenty portfolio received no dividends in the past week.

Past Week Dividend	$0
Current Quarter Dividend (Q4 2025)	$1,817.20
LifeTime Dividend	$42,249.11
Estimated Annual Dividend	$15,139.63

The capital allocation for the week of 11/30/2025 to 12/06/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).

VIG & VIGI – Position Update

Continue reading “2025 Week 49: VIG & VIGI”

Portfolio Update

The FiveTwenty portfolio received $112.93 dividends in the past week. CAT and PG paid their quarterly dividends during the week.

Past Week Dividend	$112.93
Current Quarter Dividend (Q4 2025)	$1,817.20
LifeTime Dividend	$42,249.11
Estimated Annual Dividend	$15,092.92

The capital allocation for the week of 11/23/2025 to 11/29/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).

VIG & VIGI – Position Update

Continue reading “2025 Week 48: VIG & VIGI”

Portfolio Update

The FiveTwenty portfolio received $217.15 dividends in the past week. ABBV, APD, and GD paid their quarterly dividend during the week.

Past Week Dividend	$217.15
Current Quarter Dividend (Q4 2025)	$1,704.27
LifeTime Dividend	$42,136.18
Estimated Annual Dividend	$15,060.65

The capital allocation for the week of 11/16/2025 to 11/22/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).

VIG & VIGI – Position Update

Continue reading “2025 Week 47: VIG & VIGI”

Portfolio Update

The FiveTwenty portfolio received $303.08 in dividends in the past week. BMY, T, and VZ paid their quarterly dividends during the week.

Past Week Dividend	$303.08
Current Quarter Dividend (Q4 2025)	$1,487.12
LifeTime Dividend	$41,919.03
Estimated Annual Dividend	$15,004.93

The capital allocation for the week of 11/09/2025 to 11/15/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).

VIG & VIGI – Position Update

Continue reading “2025 Week 46: VIG & VIGI”

Portfolio Update

The FiveTwenty portfolio received no dividends in the past week.

Past Week Dividend	$0
Current Quarter Dividend (Q4 2025)	$1,184.04
LifeTime Dividend	$41,615.95
Estimated Annual Dividend	$14,949.28

The capital allocation for the week of 11/02/2025 to 11/08/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).

VIG & VIGI – Position Update

Continue reading “2025 Week 45: VIG & VIGI”

Portfolio Update

The FiveTwenty portfolio received no dividends in the past week.

Past Week Dividend	$0
Current Quarter Dividend (Q3 2025)	$1,080.54
LifeTime Dividend	$41,512.45
Estimated Annual Dividend	$14,842.04

The capital allocation for the week of 10/19/2025 to 10/25/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).

VIG & VIGI – Position Update

Continue reading “2025 Week 43: VIG & VIGI”