Sentences with phrase «equivalent yielding portfolio»

With this in mind if we were to receive $ 100,000 in dividends per year, we would have to have $ 5 million invested in the S&P 500 index or equivalent yielding portfolio of companies.

Not exact matches

«A conservative investment portfolio comprised of 60 % fixed income, 35 % equity investment or stocks, and 5 % in a high yield savings account (cash equivalent).»

The fund had major equivalent positions in the Vanguard High Dividend Yield ETF (VYM), PowerShares Dynamic Large Cap Value Portfolio (PWV), First Trust Large Cap Growth AlphaDEX ® Fund (FTC), SPDR ® Barclays High Yield Bond ETF (JNK), SPDR ® S&P ® Homebuilders ETF (XHB), and iShares Global Consumer Staples ETF (KXI).

Municipal bonds can play an important role in an investor's portfolio, offering a higher tax - equivalent yield than many taxable fixed income alternatives, and the potential for portfolio diversification to stocks and other types of bonds.

An equivalent position in the PowerShares Senior Loan Portfolio (BKLN) indicates the sample portfolio's exposure to high - yiePortfolio (BKLN) indicates the sample portfolio's exposure to high - yieportfolio's exposure to high - yield bonds.

Assuming all other factors are equivalent, then, an investor looking to use his or her portfolio to supplement his or her income would likely prefer ABC's stock over that of XYZ, as it has double the dividend yield.

Even then, it would have taken the equivalent of a 75 % rate of return for a 10 % stock allocation to yield an 11 % total return for the entire portfolio.

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.

During the final year of the Fund's operations, as the bonds held by the Fund mature and the Fund's portfolio transitions to cash and cash equivalents, the Fund's yield will generally tend to move toward the yield of cash and cash equivalents and thus may be lower than the yields of the bonds previously held by the Fund and / or prevailing yields for bonds in the market.»

I definitely agree that getting rid of 6 % debt is the functional equivalent of getting a 6 % return and paying off the credit card, at that interest rate, beats the yield I'm getting in my portfolio.

To add some perspective on this month's dividend increases, the $ 97.06 in my expected annual dividend income that came about totally organically, via those dividend raises, was the equivalent of investing $ 2,773 in fresh capital at a 3.5 % yield (approximately my portfolio's average yield).