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Russ

@Dapper_Dividends · 🇺🇸 USA

My name Is Russ and Dapper Dividends was started to share my journey from a welder with a negative net worth to financially independent with dividend growth investing.

Here you see the combination of the three portfolios we share on the channel - A taxable, a self Directed IRA and a ROTH.

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Positions19

Dividend received$8,024.31

Investing since01.2024

Positions

Title

Weight

Position

P/L

12.62%

$18,248.38

$149.58

-$1,492.20

7.56%

Charles Schwab Schwab US Dividend Equity ETF

10.32%

$14,912.64

$25.89

-$1,148.87

7.15%

9.00%

$13,009.85

$57.82

-$876.81

6.31%

Vanguard Vanguard Total Stock Index Fund

8.87%

$12,816.49

$272.69

-$532.33

3.99%

8.33%

$12,041.43

$344.04

+$2,301.59

23.63%

7.10%

$10,266.66

$32.08

-$184.03

1.76%

5.77%

$8,340.02

$20.59

-$139.01

1.64%

Main Street Capital

5.60%

$8,093.28

$53.96

+$702.80

9.51%

5.48%

$7,918.48

$77.63

+$285.30

3.74%

4.43%

$6,397.65

$79.97

-$905.44

12.40%

4.10%

$5,929.19

$56.47

-$2,176.32

26.85%

3.35%

$4,836.84

$193.47

+$7.64

0.16%

3.34%

$4,835.32

$24.67

-$2,853.75

37.11%

3.29%

$4,756.74

$475.67

-$952.84

16.69%

3.20%

$4,628.01

$105.18

-$356.82

7.16%

Other Global X MLP & Energy Infrastructure ETF

2.30%

$3,326.40

$61.60

-$1.62

0.05%

2.20%

$3,181.45

$318.14

+$300.82

10.44%

USD

0.62%

$900.91

-

Other Direxion Daily Semiconductor Bull 3X Shares

0.08%

$118.60

$11.86

+$31.30

35.85%

LSX Data · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth$144,558.35

Performance

Portfolio Performance

We are calculating your portfolio performance.

LSX Data · Fundamentals & EOD data from FactSet