Sentences with phrase «$ portfolio yield»
One could create security allocations on an annual % $ portfolio yield basis.
http://www.early-retirement-planning-insights.com/ Not exact matches
He started in high - yield bonds and went on during the internet boom to turn a million dollars in patent acquisitions into a portfolio of software intellectual property worth $ 150 million.
Shire (shpg) rose nearly 12 %, adding $ 100 million in value to Paulson's portfolio, while Allergan stock rose almost 9 %, yielding the hedge fund another $ 68 million.
With a yield north of 10 %, it was a portfolio staple, its units trading for a lofty $ 17 apiece.
And for taxable accounts with balances over $ 500,000, the robo - advisor offers «advanced indexing,» where it weights the stocks in a portfolio based on various factors, including low volatility and high dividend yield, to further power potential returns, all for the same advisory fee that applies to all accounts.
Cumulative inflows into the iShares Short Maturity Bond ETF (NEAR), Floating Rate Bond ETF, SPDR Bloomberg Barclays Short Term High Yield Bond ETF, PowerShares Senior Loan Portfolio, and the Vanguard Short - Term Corporate Bond ETF topped $ 400 million in total for the first session of the week, the highest since the inception date of the most recent member of this product group.
In order to received $ 60k in annual dividend income, I'll need a portfolio valued at over 1.7 Mil that yields an average of 3.5 %.
* Your dividend portfolio is ~ $ 110,000 currently, yielding $ 3,000 - $ 3,500 a year.
Even if you have a $ 500,000 dividend stock portfolio yielding 3 % that's only $ 15,000 a year.
Although a total of $ 800,000 in real estate crowdfunding sounds like a lot, I view it as buying a $ 800,000 portfolio of 12 + different properties across the country at much lower valuations and much higher net rental yields compared to having $ 2,740,000 in one very expensive rental property in San Francisco that is now at risk of depreciating due to declining rents and new tax legislation that limits mortgage interest deduction and SALT deduction.
A $ 100,000 dividend portfolio will only yield around $ 3,000 in income a year.
If you invest $ 100,000 to create a portfolio that yields 4 %, with a 6 % dividend growth rate, and reinvest the dividends for 20 years, the dividend amount you will receive per year when you decide to withdraw dividends in year 20 will be $ 24,289.
For the year 2011, the portfolio generated a total of $ 3,551 and the portfolio trailing cash yield works out to 2.7 %.
With this 4.10 % yield, my $ 80,000 of completely passive income would be generated from a portfolio of size $ 1.95 million.
ROYAL BANK OF CANADA $ 105 (Toronto symbol RY; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 1.5 billion; Market cap: $ 157.5 billion; Price - to - sales ratio: 3.9; Dividend yield: 3.5 %; TSINetwork Rating: Above Average; www.rbc.com) acquired Los Angeles - based City National Bank in November 2015 for $ 5.5... Read More
NEWELL RUBBERMAID INC. $ 45 (New York symbol NWL; Aggressive Growth and Income Portfolios, Consumer sector; Shares outstanding: 267.1 million; Market cap: $ 12.0 billion; Price - to - sales ratio: 2.0; Dividend yield: 1.7 %; TSINetwork Rating: Average; www.newellrubbermaid.com) is buying Jarden Corp. (New York symbol JAH), which makes a wide... Read More
BANK OF MONTREAL $ 77 (Toronto symbol BMO; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 642.5 million; Market cap: $ 49.5 billion; Price - to - sales ratio: 2.9; Dividend yield: 4.3 %; TSINetwork Rating: Above Average; www.bmo.com) is Canada's fourth - largest bank, with $ 672.4 billion of assets.
CANADIAN PACIFIC RAILWAY LTD. $ 226 (Toronto symbol CP; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 145.0 million; Market cap: $ 32.8 billion; Price - to - sales ratio: 5.1; Dividend yield: 1.0 %; TSINetwork Rating: Above Average; www.cpr.
In bonds, we continue to observe some easing of yield pressures, but with the Fed's SOMA portfolio now at $ 2.51 trillion, with a $ 2.60 trillion target, it is equally clear that the Fed buying that has almost completely financed ongoing fiscal deficits will end abruptly in a few weeks, absent a fresh round of quantitative easing.
In both scenarios $ 100,000 yields savings of over $ 87,000 in fees and a portfolio that's $ 175,000 larger for the Do - It - Yourself (DIY) indexer over 25 years.
Putting today's earnings yield into these equations, a $ 100000 portfolio is likely to grow (or decline) to the following balances: 1) With 0 % stocks and 100 % TIPS, the balance at year 5 will be $ 110408.
Even a much more conservative portfolio yielding a 4 - percent annual return would mean you'd have more than $ 150,000 after 40 years.
Even with the stock paying a historically - high yield of 3.8 % right now, a million - dollar portfolio at that yield would pay you just $ 38,000 a year.
For example, to generate $ 40,000 in dividends every year from a portfolio that yields on average 4 %, you would need a $ 1,000,000 portfolio.
This brings my portfolio totals up to $ 1269.96 forward income and a 3.25 % average yield.
You can get these high yields and diversification for a minimum of $ 500 with the Fundrise Starter Portfolio.
Even the Vanguard Dividend Appreciation ETF (NYSE: $ VIG), a core long - term holding in my ETF portfolios — barely yields 2 %, and this is a dividend - focused product.
A portfolio yielding a conservative 4 % would need to be just under $ 400,000 to provide you enough income to be financially free.
My initial portfolio yield on cost was 3.34 % and my expected annual income was $ 520 (before pay raises — see below).
C.R. BARD INC. $ 215 (New York symbol BCR; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 73.5 million; Market cap: $ 15.8 billion; Price - to - sales ratio: 4.5; Dividend yield: 0.5 %; TSINetwork Rating: Above Average; www.
My initial yield on cost for this dividend portfolio was 3.54 % and my expected annual income was $ 951.80 (before raises — see below).
For the year 2011, the portfolio generated a total of $ 3,551 and the portfolio trailing cash yield works out to 2.7 %.
For example, if your goal is to have an annual dividend income of $ 35,000 and your dividend stock portfolio has an average yield of 3.5 %, then you will need $ 1,000,000 in capital to attain that income goal.
One final thought: If you were to take a $ 100,000 portfolio that pays an average yield of 12 % and reinvest all dividends for the next 20 years, you would end up with almost $ 1 million (assuming the portfolio is in a tax - advantaged account), and that's assuming that all of the share prices stay exactly the same.
ADRs $ 29 (New York symbol CAJ; Conservative Growth Portfolio, Manufacturing & Industry sector; ADRs outstanding: 1.1 billion; Market cap: $ 31.9 billion; Price - to - sales ratio: 1.1; Dividend yield: 4.5 %; TSINetwork Rating: Above Average; www.canon.
BCE INC. $ 56 (Toronto symbol BCE; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 840.3 million; Market cap: $ 47.1 billion; Price - to - sales ratio: 2.2; Dividend yield: 4.6 %; TSINetwork Rating: Above Average; www.bce.ca) is Canada's largest telephone provider, with 5.0 million customers in Ontario and Quebec... Read More
STANLEY BLACK & DECKER INC. $ 152 (New York symbol SWK; Conservative - Growth Payer Portfolio, Manufacturing & Industry sector; Shares outstanding: 154.1 million; Market cap: $ 23.4 billion; Dividend yield: 1.7 %; Dividend Sustainability... Read More
Even with the Kimberly - Clark's dividend yield climbing to a 52 - week high of 3.4 % (and well above its 5 - year average of 3.1 %), a million - dollar portfolio at that yield would pay you just $ 34,000 a year.
WELLS FARGO & CO. $ 53 (New York symbol WFC; Income Portfolio, Finance sector; Shares outstanding: 4.9 billion; Market cap: $ 259.7 billion; Price - to - sales ratio: 3.0; Dividend yield: 2.9 %; TSINetwork Rating: Average; www.wellsfargo.com) is the third - largest U.S. bank by assets ($ 1.92 trillion as of March 31, 2018), after J.P....
For perspective, the $ 48.27 increase in annual expected dividend income that came about completely organically, via dividend increases, is the same as investing $ 1,379 in fresh capital at a 3.5 % yield (the approximate yield of the portfolio as a whole)-- except I didn't invest a dime to lay claim to that extra passive income.
For example, if you've saved for 25 years and have a $ 1 million portfolio, a 4 % investment return will yield $ 40,000 annually.
In 1985 the required income was only $ 30,928, but portfolio yield was 7.19 percent.
CANADIAN TIRE CORP. $ 170 (Toronto symbol CTC.A; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 63.1 million; Market cap: $ 10.7 billion; Price - to - sales ratio: 0.9; Dividend yield: 2.1 %; TSINetwork Rating: Above Average; www.canadiantire.ca) owns 501 Canadian Tire stores across Canada.
THOMSON REUTERS CORP. $ 51 (Toronto symbol TRI; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 711.6 million; Market cap: $ 36.3 billion; Price - to - sales ratio: 3.2; Dividend yield: 3.5 %; TSINetwork Rating: Above Average; www.thomsonreuters.com) has agreed to sell 55 % of its Financial & Risk (F&R) business to a..
GENUINE PARTS CO. $ 89 (New York symbol GPC; Income Portfolio, Manufacturing & Industry sector; Shares outstanding: 146.7 million; Market cap: $ 13.1 billion; Price - to - sales ratio: 0.8; Dividend yield: 3.2 %; TSINetwork Rating: Average; www.genpt.com) sells replacement auto parts through 1,100 outlets under the NAPA banner; and the company's distribution... Read More
At a current yield of 2.2 percent for this 4 - fund portfolio, I would need a value of $ 1.1 million in this account to pay $ 24,000 per year.
AMERICAN EXPRESS CO. $ 91 (New York symbol AXP, Conservative Growth Portfolio, Finance sector; Shares outstanding: 860.1 million; Market cap: $ 78.3 billion; Price - to - sales ratio: 2.6; Dividend yield: 1.5 %; TSINetwork Rating: Average; www.americanexpress.com) is one of the world's largest issuers of payment cards.
IGM FINANCIAL INC. $ 37 (Toronto symbol IGM; Conservative Growth Portfolio, Finance sector; Shares outstanding: 240.6 million; Market cap: $ 8.9 billion; Price - to - sales ratio: 2.7; Dividend yield: 6.1 %; TSINetwork Rating: Above Average; www.igmfinancial.com) had $ 155.8 billion in assets under management as of March 31, 2018.
LOBLAW COMPANIES LTD. $ 65 (Toronto symbol L; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 379.0 million; Market cap: $ 24.6 billion; Price - to - sales ratio: 0.5; Dividend yield: 1.8 %; TSINetwork Rating: Above Average; www.loblaw.ca) operates 1,084 supermarkets under a variety of banners: Loblaw, Zehrs, Provigo, Real Canadian Superstore and No... Read More
TRANSCONTINENTAL INC. $ 27 (Toronto symbol TCL.A; Aggressive Growth Portfolio, Consumer sector; Shares o / s: 77.0 million; Market cap: $ 2.1 billion; Price - to - sales ratio: 1.0; Dividend yield: 3.1 %; TSINetwork Rating: Average; www.tctranscontinental.com) is a leading printer of advertising flyers, magazines, books and newspapers.