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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

12.76%

$18,456.52

$151.28

-$1,284.06

6.50%

Charles Schwab Schwab US Dividend Equity ETF

10.22%

$14,785.92

$25.67

-$1,275.59

7.94%

8.84%

$12,791.64

$56.85

-$1,095.02

7.89%

Vanguard Vanguard Total Stock Index Fund

8.80%

$12,725.66

$270.76

-$623.15

4.67%

8.12%

$11,739.09

$335.40

+$1,999.25

20.53%

7.15%

$10,344.86

$32.33

-$105.84

1.01%

5.91%

$8,542.92

$21.09

+$63.89

0.75%

Main Street Capital

5.61%

$8,118.84

$54.13

+$728.35

9.86%

5.33%

$7,717.55

$75.66

+$84.37

1.11%

4.62%

$6,680.45

$83.51

-$622.63

8.53%

4.18%

$6,050.54

$57.62

-$2,054.98

25.35%

3.46%

$5,007.80

$25.55

-$2,681.27

34.87%

3.31%

$4,782.99

$478.30

-$926.60

16.23%

3.30%

$4,771.30

$108.44

-$213.53

4.28%

3.21%

$4,648.67

$185.95

-$180.53

3.74%

Other Global X MLP & Energy Infrastructure ETF

2.29%

$3,311.82

$61.33

+$144.72

4.57%

2.18%

$3,158.08

$315.81

+$277.45

9.63%

USD

0.62%

$900.91

-

Other Direxion Daily Semiconductor Bull 3X Shares

0.09%

$123.40

$12.34

+$36.10

41.35%

LSX Data · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth$144,658.95

Performance

Portfolio Performance

We are calculating your portfolio performance.

LSX Data · Fundamentals & EOD data from FactSet