Sentences with phrase «current portfolio yield»

Its current portfolio yield is around 5.6 % after management expenses, reflecting a midway exposure between investment - grade bonds and their high - yield cousins.

A $ 100,000 account fully invested today in our dividend strategy with a current portfolio yield of 2.5 % would produce approximately $ 2,500 in yearly income.

My current portfolio yield is 3.49 %.

Not exact matches

I want to share the current state of my dividend portfolio, related to market value, forward - looking dividends, yield and yield on cost.

Although bonds could potentially lose purchasing power over the long run from current yields they can still serve a purpose in a well - diversified portfolio.

These behavioral finance influences can skew a portfolio's overall allocations toward an overemphasis of potentially higher - yielding equities that in some instances may represent more downside risk than upside potential at current valuation levels.

«This asset class has a high level of current income, and every academic study has shown if you hold your portfolio over long period, you could get yield of 8 % a year over five to 10 years.»

My dividend strategy is a hybrid of high yield and dividend growth designed to deliver high current income with dividend growth at a portfolio yield of ~ 7 %.

The SEC yield reflects the rate at which the fund is earning income on its current portfolio of securities while the distribution rate reflects the fund's past dividends paid to shareholders.

By way of disclosure, I should mention that both Boeing and Lockheed Martin are in the current Yield Shark model portfolio.

(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.

When I first started I wasn't so strict about a current yield as long as there was good dividend growth which put several low yielding positions in my current portfolio.

In the case of NEAR, the fund offers a diversified fixed - income portfolio with current effective duration of 0.54, and a 30 - day yield of 1.42 %.

Given the huge opportunity cost of allocating to cash or bonds at current yield levels, even generally optimistic return assumptions for stocks are enough to keep portfolio level returns near 0 % real.

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

Ensuring that hot - hand fallacy, cognitive dissonance, and confirmation bias are not disproportionately leading a portfolio's overall allocations astray may become increasingly important as the current low - yield environment evolves.

With the current low - yielding fixed income environment, I'm sure that a lot of retired investors are looking to dividend stocks as a way to increase their overall portfolio yield.

Dianne invests the money in a portfolio of Canadian dividend paying stocks with a current yield of 4 %.

Morgane Delledonne reviews the current market conditions and the ETF strategies that can be employed to improve portfolio outcomes, including; managing duration in a rising interest rate environment, achieving superior yields through quality screening and harvesting high option premiums, whilst dampening portfolio volatility.

The portfolio you see here would yield a high amount of current income from the bonds and would also yield long - term capital growth potential from the investment in high quality equities.

I use the current yields of its two portfolios with their minimal dividend growth rate goals.

BMO defines portfolio yield as «the most recent income received by the ETF in the form of dividends, interest and other income annualized based on the payment frequency divided by the current market value of ETF's investments.»

I'd estimate the current portfolio dividend yield at about 2 % fully franked, so you might get 50bps to 1 % of franking credits a year on the current holdings.

As central banks move away from ultra-loose monetary policy, and the global economic expansion matures, bond fund managers will need to ensure their portfolios draw on a truly diverse range of sources of return and carefully consider portfolio risk if they are to generate yield in the current market environment.

In this webinar, sponsored by Scotia iTRADE, and presented by Horizons ETFs, attendees will learn that with current interest rates keeping GICs and money market rates to all time lows, Horizons ETFs can help provide reasonable alternatives to maximizing yield for cash allocation in a portfolio.

Considering KMI's wide moat, commitment to their dividend, the current dividend yield and the company's growth prospects, I believe KMI is a great addition to my portfolio at this time.

When building a solid, long - term income portfolio, you can not make your investment decisions based on current yield alone.

The Builder portfolio has a current (April 2007 issue) dividend yield of 3.5 %.

The Harvest portfolio has a current dividend yield of 6.1 %.

For purposes of analysis, I have used the current yields of its existing portfolios as they are.

Given the current low interest - rate environment, adding a high - yield allocation to your core bond portfolio or investing in a multisector bond fund may help increase your investment income — just remember that many of these types of funds still come with the potential for significant volatility, particularly during times of heightened economic and / or stock market volatility.

Current yield is the portfolio's yield calculated as a percentage of the current value of the porCurrent yield is the portfolio's yield calculated as a percentage of the current value of the porcurrent value of the portfolio.

The alternative portfolios have a current weighted yield of 2.58 % and 2.37 % p.a. respectively.

If the current dividend yield on your portfolio is (say) 3 % and you demand a 10 % return for investing in risky stocks, then 30 % of your expected return will come from dividends - 3 % as a portion of 10 %.

For comparison to this portfolio's 3.6 % yield, the S&P 500's current yield is 1.9 %.

What I shoot for is approximately 4 % current yield with a long - range goal: I want the portfolio to achieve a 10 % yield on cost within 10 years.

The yield presented in this table more closely reflects the current earnings of the Money Market Portfolio than the total return.

The formula translates the bond fund's current portfolio income into a standardized yield for reporting and comparison purposes.

Given the rising interest rate environment as a result of stronger economic growth, they believe that, in the current market, positioning the fund along the intermediate portion of the yield curve provides investors less interest rate sensitivity than longer duration portfolios.

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.

Tune in to learn about how you can sell a current investment property and roll the gains into a new property to help grow your portfolio and yield you a higher ROI.

If there is a material difference between the quoted total return and the quoted current yield, the yield quotation more closely reflects the current earnings of the portfolio than the total return quotation.

Those investors usually increase their bond holdings to reduce risk in their portfolios, but doing so in the current low - yield environment means risking not having enough income in retirement along with reduced prospects for capital appreciation.

Although it feels good to be closing in on a portfolio value of $ 150,000, I'd much prefer a natural correction in the stock market which would allow my current capital (which is more limited than usual) to go further by being able to purchase cheaper equities with higher yields.

Dividend oriented investors often focus too much on current yield (i.e. how much the company pays the investor today), which, by extension, leads to a portfolio of mature slower growth businesses like regulated utilities or telecommunications service companies.

Notice that the 5.9 % yield on cost is a full 48 % more than the portfolio's current yield of 4.0 %.

All of the above is true even if the current yield of your portfolio flat - lines, as it probably will (due to the increasing dollar value of your portfolio).

Say your portfolio has just one stock, and that its current yield at the time that you buy it is 4.0 %.

But the portfolio's yield on cost has now ballooned to a current run - rate of 5.9 %, or more than 2.8 times what it delivered in its first year of existence.