Sentences with phrase «portfolio yield as»

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.»

Not exact matches

All told, the jump in Treasury yields has yet to make its way into the broader economy in the form of higher borrowing costs, yet it will likely start to dampen the housing and auto markets as consumer loans become more expensive, said Gary Cloud, a portfolio manager of the Hennessy Equity and Income Fund.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

Traditional high - yielding stocks may not play proper defense in equity portfolios as interest rates rise.

So as the net worth is rising, the yield on the total portfolio is going down.

There are a multitude of reasons as to why this occurs but it's a powerful enough force that many investors have done quite well for themselves over an investing lifetime by focusing on dividend stocks, specifically one of two strategies - dividend growth, which focuses on acquiring a diversified portfolio of companies that have raised their dividends at rates considerably above average and high dividend yield, which focuses on stocks that offer significantly above - average dividend yields as measured by the dividend rate compared to the stock market price.

For stocks, it's important to have stocks in your portfolio from a large variety of companies, including companies in different sectors or industries, such as consumer staples or materials; from companies of different sizes, such as large - cap or small - cap stocks; from companies in different countries and from companies that either have growth potential or good dividend yields.

The methodology provides a well - screened group of stocks that also delivers yields greater than the market (S&P 500 yields ~ 2 % while the stocks in our portfolio have an average yield of 6.5 %), safety in the sustainability of the yield because of strong free cash flow, and the potential for capital gains as each stock is currently undervalued.

Summary Dividend yielding stocks can make a meaningful contribution to a portfolio in international markets as well as domestic.

Platinum Members and higher can access February's Safest Dividend Yields Model Portfolio as of Thursday, February 22.

Platinum Members and higher can access March's Safest Dividend Yields Model Portfolio as of Wednesday, March 21.

Many investors look to their bond portfolio as a source of income, and therefore favor higher yielding securities.

On a total return basis, the Safest Dividend Yields Model Portfolio (+0.3 %) rose less than the S&P 500 (+2.9 %) and underperformed as a long portfolio laPortfolio (+0.3 %) rose less than the S&P 500 (+2.9 %) and underperformed as a long portfolio laportfolio last month.

In the meantime, the sluggish global environment is impacting markets and has several implications for portfolios, as I write in my new weekly commentary, «Yield: One Commodity That's Still Hot.»

Platinum Members and higher can access November's Safest Dividend Yields Model Portfolio as of Wednesday, November 22.

As you can see in the chart below, one of the portfolio's strengths is the freedom it has to go beyond traditional sources of income and pursue nontraditional income sources — such as ETF exposure to bank loans, preferred stock, and emerging market debt — in order to seek yielAs you can see in the chart below, one of the portfolio's strengths is the freedom it has to go beyond traditional sources of income and pursue nontraditional income sources — such as ETF exposure to bank loans, preferred stock, and emerging market debt — in order to seek yielas ETF exposure to bank loans, preferred stock, and emerging market debt — in order to seek yield.

Platinum Members and higher can access August's Safest Dividend Yields Model Portfolio as of Thursday, August 24.

Platinum Members and higher can access October's Safest Dividend Yields Model Portfolio as of Friday, October 20.

Platinum Members and higher can access December's Safest Dividend Yields Model Portfolio as of Thursday, December 21.

Platinum Members and higher can access September's Safest Dividend Yields Model Portfolio as of Friday, September 22.

On a price return basis, the Safest Dividend Yields Model Portfolio -LRB--2.6 %) fell more than the S&P 500 -LRB--0.6 %) and underperformed as a long portfolio laPortfolio -LRB--2.6 %) fell more than the S&P 500 -LRB--0.6 %) and underperformed as a long portfolio laportfolio last month.

Platinum Members and higher can access July's Safest Dividend Yields Model Portfolio as of Friday, July 21.

Platinum Members and higher can access June's Safest Dividend Yields Model Portfolio as of Thursday, June 22.

Generally, the higher the duration, the more the price of the bond (or the value of the portfolio) will fall as rates rise because of the inverse relationship between bond yield and price.

Although a total of $ 800,000 in real estate crowdfunding sounds like a lot, I view it as buying a $ 800,000 portfolio of 12 + different properties across the country at much lower valuations and much higher net rental yields compared to having $ 2,740,000 in one very expensive rental property in San Francisco that is now at risk of depreciating due to declining rents and new tax legislation that limits mortgage interest deduction and SALT deduction.

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.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

If you are the kind of income investor who's happy with dividends that are steady and can grow year after year, or even decades, and don't care as much about yields — 3M yields 2.3 % currently — 3M is a right fit for your portfolio.

It occurs gradually over time as funds» holdings mature and portfolio managers replace them with newer, higher - yielding securities.

The High Yield Dividend Newsletter portfolio focuses on higher - yielding ideas relative to the Dividend Growth Newsletter portfolio, but perhaps ideas that may not have as strong of dividend growth qualities, mostly because they may already be paying out a rather hefty dividend yYield Dividend Newsletter portfolio focuses on higher - yielding ideas relative to the Dividend Growth Newsletter portfolio, but perhaps ideas that may not have as strong of dividend growth qualities, mostly because they may already be paying out a rather hefty dividend yieldyield.

In a day and age in which regular asset classes that commercial portfolio managers normally consider have become overwhelmingly bloated in price as a consequence of the persistent and extended cheap money policy of global Central Bankers, an investment strategy of concentration in few select still undervalued assets versus diversification is likely the only strategy that will work moving forward in returning significant yields.

This presents an attractive way for retirees and other income - focused investors to participate in the equity markets as well as boost the aggregate yield of their portfolio.

In other words, as I write in my new weekly commentary, the quest for yield will remain challenging, reinforcing the case for considering high yield within a fixed income portfolio.

In addition to individual Long Ideas, we provide Model Portfolios that provide well - screened lists of companies based on specific criteria such as return on invested capital (ROIC) or dividend yield.

Through goal # 4 I track my forward dividend income (goal # 2) as a percentage of my portfolio — i.e. my yield on cost (YOC).

As I mentioned, today's portfolio dividend yield is slightly over 8 %.

As I built my portfolio, I set it up to work as follows: Total stock market, small cap, international index, emerging market, high - yield tax exempt, long - term tax exempt, intermediate - term tax exempt and short - term tax exempAs I built my portfolio, I set it up to work as follows: Total stock market, small cap, international index, emerging market, high - yield tax exempt, long - term tax exempt, intermediate - term tax exempt and short - term tax exempas follows: Total stock market, small cap, international index, emerging market, high - yield tax exempt, long - term tax exempt, intermediate - term tax exempt and short - term tax exempt.

As it was the case with the high yield portfolio, I must admit the return has been generated by a single company: Helmerich & Payne.

General Mills (GIS), a producer of consumer foods such as cereals and snacks, is one of the additions to our Safest Dividend Yield Model Portfolio in August.

Putting aside the performance of bonds during the bear market beginning in 1980 (both because the starting yields on Treasuries were so high but also because the bear market was relatively mild as the decline began from relatively low levels of valuation), what's interesting about the above chart is how dependably bonds protected a portfolio during equity bear markets.

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.

A sideways - or downward - biased market is much easier to absorb as an investor if you are earning yield on a low - beta portfolio, exactly what XLU represents.

Depending on your risk tolerance and familiarity with individual corporations, now could be an opportune time to consider high yielding corporate bonds as part of your investment portfolio.

All that is as it should be, so long as investors understand the role that high - yield bonds play in a portfolio.

It depends on how your stock portfolio performs and is somewhat correlated (as we saw earlier) with how high your dividend yield is.

As you can see from my portfolio I exclusively invest in lower yielding but growing dividend companies.

Let's say, Irene is an indexer whose portfolio has 2 % yield and is expected to earn 8 % annualized return over the coming 30 years (this is essentially same as S&P 500 index).

Yield on cost is the portfolio's yield calculated as a percentage of the original money invested when I started the portfYield on cost is the portfolio's yield calculated as a percentage of the original money invested when I started the portfyield calculated as a percentage of the original money invested when I started the portfolio.

As a result, the bulk of its portfolio is invested in commercial paper and repurchase agreements — and a smattering of the issuer's high yield target maturity funds.

As mentioned above, if an investor seeking additional income sources within their portfolio during such a low - interest - rate environment, it may be appropriate to include high - yield exposures such as the following ETFAs mentioned above, if an investor seeking additional income sources within their portfolio during such a low - interest - rate environment, it may be appropriate to include high - yield exposures such as the following ETFas the following ETFs: