Sentences with phrase «average portfolio yield»

-- Yields: Listed German residential property companies enjoy an average portfolio yield of 7.3 %!

I have used the RMD values along with an estimated inflation rate to determine a desired average portfolio yield such that at the end of some period, say ten RMD years, the remaining portfolio has the same purchasing power as in the start.

Not exact matches

Cannon figures that the average credit quality of a the big banks lending portfolio probably falls halfway between high - yield debt and investment grade.

There are a multitude of reasons as to why this occurs but it's a powerful enough force that many investors have done quite well for themselves over an investing lifetime by focusing on dividend stocks, specifically one of two strategies - dividend growth, which focuses on acquiring a diversified portfolio of companies that have raised their dividends at rates considerably above average and high dividend yield, which focuses on stocks that offer significantly above - average dividend yields as measured by the dividend rate compared to the stock market price.

I'm still shooting for a portfolio valued at over 1.7 Mil that yields an average of 3.5 %.

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 %.

The methodology provides a well - screened group of stocks that also delivers yields greater than the market (S&P 500 yields ~ 2 % while the stocks in our portfolio have an average yield of 6.5 %), safety in the sustainability of the yield because of strong free cash flow, and the potential for capital gains as each stock is currently undervalued.

The target for my Portfolio is to have an average yield of no less than 3.5 %.

(If you're looking to remove some rate risk from your 401 (k) portfolio, check if there is a so - called stable value fund in your plan; the average current yield is 1.8 percent, according to Hueler Analytics.)

The current yield is 5.03 % — much higher than the average 3.5 % yield I strive for in building my portfolio.

In 1997, he also began to manage an International portfolio, achieving leading positions in the market of foreign funds sold in Spain, with an accumulated yield from January 1998 to September 2014 of 437.5 % (10.58 % Annual Average Return) versus 2.9 % obtained by the reference index, the MSCI World Index.

Portfolio # 1 shows an average dividend yield of 8.12 %, this is a very impressive payout distribution yield.

Let's assume you have a diversified portfolio yielding 3,5 %, some good old blue chips grow their dividend slowly, some newer companies keep raising their dividend higher and higher like their life depends on it, averaging dividend increases of let's say 7 % per year.

The best framework for bonds protecting portfolio capital during equity bear markets is: average to above - average starting bond yields, with an average to above - average rate of inflation — which is set to decline in a recession - induced bear market.

The current yield is 2.33 % — lower than the average 3.5 % yield I strive for in building my portfolio.

What initial retirement portfolio withdrawal rate is sustainable over long horizons when, as currently, bond yields are well below and stock market valuations well above historical averages?

Premium calculations and SACEVS portfolio allocations derive from quarterly average yields for 3 - month Constant Maturity U.S. Treasury bills (T - bills), 10 - year Constant Maturity U.S. Treasury notes (T - notes) and Moody's Seasoned Baa Corporate Bonds (Baa).

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

The rationale behind this technique contends that a portfolio constructed of different kinds of investments will, on average, yield higher returns and pose a lower risk than any individual investment found within the portfolio.

Keep in mind that it's very impractical to have a portfolio with a weighted average dividend yield above 4 - 5 %.

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

The specific portfolios that Acorns has built have not been around long enough for us to analyze their average 1 - year, 5 - year, 10 - year, or lifetime yields (as we typically get with more established investment portfolios), but I expect that this information will become available as the portfolios age.

Initially, we used eight characteristics to evaluate ETFs: expense ratio, average market cap, price - to - book, number of stocks, bid - ask spread, turnover, impact on overall portfolio expected returns and yield as reported by Morningstar X-Ray.

The fund invests in a portfolio of 412 stocks in all sectors except real estate, all of which pay higher - than - average dividend yields.

Quite a lackluster yield compared to the 9 % yield my dividend portfolio averages.

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.

Though the portfolio that I manage for clients has an above average dividend yield, I do not look for dividend yields; I look for solid companies, and the dividend yields find me.

Today his portfolios have an average discount of 17.5 % and a distribution yield of 8.2 %.

If all you wanted was a 3.6 % per year income stream, you could just buy a portfolio of stocks that had an average dividend yield of 3.6 % per year or more (such as those above).

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.

My dividend investing portfolio's average yield is approximately 10 %, so EAD's 10.19 % dividend yield does nothing to raise or lower that average yield, and I'm fine with that.

All equities qualified in our portfolio must consistently generate above - average free cash flow and often provide good dividend yield.

This growth is from around 2 - 3 % in dividend yield reinvested from my various portfolio positions (on average) plus the 7 - 8 % of natural dividend growth from each of the holdings (on average) I have in my portfolio.

The stocks listed below are considered core holdings of our portfolio and offer an average yield of 3.5 %, well above that of the average dividend aristocrat at only 2.5 %.

The average yield of this portfolio is a neat 6.29 %.

The «Implied portfolio return» is a weighted average of the 10 - year Treasury yield and the stock earnings yield.

Right now, Marc's average dividend from his Oxford Income Letter portfolios is about 4.8 %, and the average yield on the bonds I recommend, that's income from bonds, is around 7 %.

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.

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.

Looking at my charts, an earnings yield 100E10 / P of 6 % defines when the upside from stocks has consistently overcome the downside risk (when compared to dollar cost averaging into a 100 % TIPS portfolio).

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

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

In addition, these funds must invest primarily in investment - grade fixed - income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25 % of the portfolio's holdings are invested in high yield fixed income securities.

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....