Sentences with phrase «initial portfolio yield»

We will start with $ 100k, an initial portfolio yield of 3 % and make monthly contributions based on our salaries.

My initial portfolio yield on cost was 3.34 % and my expected annual income was $ 520 (before pay raises — see below).

Not exact matches

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?

Since dividends only have to supply 2.0 % (plus inflation) of your portfolio's initial balance, any dividend yield above 2.0 % and any interest payment from TIPS gives you extra time before dividends have to catch up.

There is only a small allocation to the traditional stock portfolio (high dividend growth rate, lower initial yield).

Taking 62.8 % of the dividend yields, your initial dividend income should be between 4.3 % and 6.5 % of your initial portfolio balance at year 10.

The Generous Dividend Growth Portfolio highlights the highest yielding stocks that pass the initial tests and have increased their dividends both over the last year and over the last five years.

If a portfolio balance is 49 % of its initial balance and if the initial dividend yield is 2 %, prices must fall by a factor of 4.1 to maintain the dividend amount.

My initial yield on cost for this dividend portfolio was 3.54 % and my expected annual income was $ 951.80 (before raises — see below).

You should be able to construct a highly diversified portfolio with an initial dividend yield above 4 % that grows its dividend amount at least as fast as 5.5 % per year (nominal).

Multiply the investment portfolio total balance by the allocations and the initial dividend yields.

A Cheat Sheet about Initial Yield, Dividend Growth Rate, and Yield on Cost When you first start a portfolio, its initial yield is the same as its yield oInitial Yield, Dividend Growth Rate, and Yield on Cost When you first start a portfolio, its initial yield is the same as its yield on Yield, Dividend Growth Rate, and Yield on Cost When you first start a portfolio, its initial yield is the same as its yield on Yield on Cost When you first start a portfolio, its initial yield is the same as its yield oinitial yield is the same as its yield on yield is the same as its yield on yield on cost.

So the portfolio's yield on cost soon departs from its initial yield.

The following table shows what combinations of initial yield and annual dividend growth would enable you to reach the 10 by 10 goal with that single - stock portfolio.

Another benefit of a ladder is that after the initial period your portfolio will have the risk of a five - year bond but will have earned the average of the yields on the 10 - year bond.

Your dividend yield needs to be 2.50 % or more for your withdrawals to equal 4 % of your initial portfolio's balance (plus inflation).

With care, it is reasonable to withdraw 4.0 % of the original portfolio balance (plus inflation) from a combination of 50 % TIPS and 50 % dividend stocks (3 % initial dividend yield).

The (initial) portfolio yield is 8.7 %, but expect this to be diluted by a lower Central Park yield.

With the addition of these facilities, the Aurora portfolio will provide an initial yield on cash rent of 10.18 percent and annual lease revenues determined in accordance with GAAP of $ 4.6 million.

«A portfolio is going to deliver a better initial yield than that office building in New York,» he said.