Sentences with phrase «portfolio yield»

I took a slight hit on portfolio yield on cost but nothing a 50 % dividend growth rate can't fix.

This is evident by a much lower overall portfolio yield of 2.8 %.

This is evident by a much lower overall portfolio yield of 2.8 %.

However, reducing the duration of a bond portfolio in such a low rate environment often results in an lower portfolio yield.

A well - rounded stock portfolio yields close to 3 % these days.

Since my average portfolio yield is over 4 %, this should provide a nice boost to both goals.

More diversified bond portfolios yield closer to 3 %.

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.

I selected funds with a minimum estimated portfolio yield of 2 % and a minimum exposure of 30 % to the energy sector.

These are approximate yields and may not represent an investor's actual portfolio yield.

As a result of adverse market conditions and increased defaults on these bonds, some of these companies experienced serious financial stress and reduced portfolio yields.

Even a much more conservative portfolio yielding a 4 - percent annual return would mean you'd have more than $ 150,000 after 40 years.

One could create security allocations on an annual % $ portfolio yield basis.

Finally, as market interest rates change, a big disadvantage of chasing yield is that it may result in unintended shifts of underlying risk in order to maintain portfolio yield.

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.

Let's say you buy a 7 year constant maturity bond portfolio yielding 2 % in year one.

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

This sheet is for calculating estimated portfolio yield and how much money the portfolio will yield in several time frames.

What this means in practice is that we have kept maturities of our investments very short, particularly for low - risk issuers such as governments and agencies, while we seek out opportunities to increase portfolio yield with what we think is well - priced corporate debt.

I think KWG's higher portfolio yield does suggest an increased per sqm valuation will ultimately be warranted.

ElLobo of the Morningstar Income & Dividend Investing discussion boards recently constructed a conservative income portfolio yielding 6.4 %.

My new portfolio yield on cost after this purchase is 3.33 %.

That permits advisors to express a precise fixed - income viewpoint that balances a client's portfolio yield with his or her risk profile, says Gopaul: «Volatility is coming back now, and there's going to be more demand there.»

I am going to use these utility plays plus KMI and PM to expand my total portfolio yield higher.

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.»

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

Bond yield calculator / Portfolio Yield Calculator: This fixed income software calculates the combined average income / dividend yield on your total portfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annual basis.

Simply rebalancing each year between Fidelity's EM stock and bond funds so that you end up with a 60/40 weighting in a hypothetical balanced portfolio yields the same result for the past 10 - and 15 - year periods.

Examination of the first - year teachers» portfolios yielded several demonstrations of their individual teaching knowledge and professional development.

My new retirement portfolio yield is 3.19 %.

Our option overlay strategies seek to enhance traditional investment return streams by providing a portfolio hedge to mitigate portfolio risk and / or to create additional portfolio yield.

This purchase brings my Dividend Retirement portfolio yield on cost down to 3.17 % from 3.25 %.

These purchases bring my Dividend Empire portfolio yield on cost to 3.34 % and add $ 4.15 to my expected annual income (now $ 581.15).

The main difference between these charts comes from which asset class had better returns during a given time range: in one time period, the EAFE - heavy portfolio yielded the higher returns, while in the later period, the pure U.S. stock heavy portfolio dominated.

Not surprisingly we found that the frontier that uses the equally weighted dividend paying stock basket in lieu of the S&P / TSX Composite Index as representation of the Canadian equity component of the diversified basket, provided the superior compliment to the global portfolio yielding a superior risk / return trade - off set.

However, the gross portfolio yield is now 6.2 %, while the net's just 5.0 %... which is actually flattered by a significant portion of the portfolio being located in West / Southwest Dublin (i.e. Inchicore / Tallaght direction), which tends to offer higher rental yields but less potential for capital appreciation (vs. South Dublin, for example).

At a projected portfolio yield of ~ 7.7 % that puts us right around $ 250k per year of dividend income.

Although the implied portfolio yield of these model portfolios do not seem very high, they arguably offer up a truer look at the bond market.

portfolio yield falls to 2.3 %.

It's true that interest rates are near historical lows: as of early May, 10 - year Government of Canada bonds are yielding just over 1.5 %, and a broad - based bond index fund like the ones I recommend in my model portfolios yield a little less than 2 %.

Back in the good «old days, a balanced investment portfolio yielded about 7 %, and if you wanted, you could fairly easily realize 10 %.

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.

I spent a lot of times on my laptop learning about dividend growth investing, reading the blogs of my fellow bloggers, building a 35k portfolio yielding more than 1000 $ of yearly dividend income, I went through a restructuring and ended up keeping my job, my wife was pregnant but had a miscarriage... phew... So many things can happen in a year!

On an income portfolio yielding 4.5 %, Baskin says the higher taxes on U.S. dividends can knock about 1.25 % off your returns.

And higher P / Bs usually correspond with higher market caps and / or higher portfolio yields.

Strive for a total portfolio yield that is at least 2x the current 10 - year treasury yield.

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