Sentences with phrase «current yield on cost»

My current Yield on Cost (YoC) for the whole stock portfolio (consisting of around 35 positions) is slightly above 3.5 %.
Also my current yield on my cost base is 4.45 % and I am only holding 1 REIT (H&R).

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.
In general, when I experience a massive sell off in one of my holdings, and I still believe in the company / industry as a whole, I simply buy more and average down my cost and enjoy a higher yield on my current buy.
One difference between yield on cost and current yield is that yield on cost is helpful when understanding the income performance of an existing investment.
Current YOC: My personal dividend yield on cost when factoring in my average purchase prices with the annual dividend as it currently stands..
Index A published interest rate against which lenders measure the difference between the current interest rate on an adjustable rate mortgage and that earned by other investments (such as one, three, and five year U.S. Treasury security yields, the monthly average interest rate on loans closed by savings and loan institutions, and the monthly average costs - of - funds incurred by savings and loans), which is then used to adjust the interest rate on an adjustable mortgage up or down.
The yield is usually expressed as an annual percentage rate based on the investment's cost, current market value or face value.
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.
But when the current yield is a paltry 0.7 %, it takes a lot of growth to even get to a decent yield on cost.
In short, you want to put your money to work for you in high - quality dividend growth stocks for their safety and growing dividend stream... but their current yields are so suppressed today that you'd potentially have to wait a whole decade before being able to capture a double - digit yield - on - cost.
Why is the yield on cost so much more than the current yield?
That is, while VIG yields a mere 2 % at current prices, as the fund's constituents hike their payouts over time, holders of this ETF will enjoy a better yield based on their original buy - in cost.
Notice that the 5.9 % yield on cost is a full 48 % more than the portfolio's current yield of 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.
More on MoneyWatch: Active Bond Managers Fare No Better The Economy Isn't the Same as the Market Why the Concern over Negative TIPS Yields Is Overblown When Dollar - Cost Averaging Makes Sense When Dollar - Cost Averaging Doesn't Make Sense Hear Larry Swedroe discuss current investment trends and topics every Sunday at noon on 550 AM KTRS in St. Louis or streaming via the KTRS Web site.
If the yields on Treasuries continue on their current trajectory then borrowing costs for mortgages and student loans will increase.
On the other hand, I am being compensated for continuing to hold BBEP by the distribution; on my cost, BBEP has a current yield of close to 20 % and this continues to grow: distributions have increased from $.4175 for the 1stquarter of 2011 to $.4225 for the 2ndquarter, to $.435 for the 3rd quarter to $.45 for the 4th quarter, almost an 8 % annual increasOn the other hand, I am being compensated for continuing to hold BBEP by the distribution; on my cost, BBEP has a current yield of close to 20 % and this continues to grow: distributions have increased from $.4175 for the 1stquarter of 2011 to $.4225 for the 2ndquarter, to $.435 for the 3rd quarter to $.45 for the 4th quarter, almost an 8 % annual increason my cost, BBEP has a current yield of close to 20 % and this continues to grow: distributions have increased from $.4175 for the 1stquarter of 2011 to $.4225 for the 2ndquarter, to $.435 for the 3rd quarter to $.45 for the 4th quarter, almost an 8 % annual increase.
Using the current years Dividend Growth rate of 2 % and projecting 2 % forward the annual dividend income in 10 yrs would be $ 0.00 with a yield on cost % of 3.00 %
My yield on cost was at 4 % also but I look at current yield, because that's the yield I'm getting on the market value if I sell.
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