Sentences with phrase «portfolio yield on»

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

My portfolio yield on cost is now 3.30 %.

My portfolio yield on cost increased from 3.17 % to 3.29 % and my forward income is now $ 1,483.68.

This purchase also provides a nice boost to my overall portfolio yield on cost, which increased from 3.34 % to 3.51 %.

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

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

Adding 84 shares of OHI to my Dividend Retirement portfolio increases my portfolio yield on cost to 3.33 % (from 3.08 %), a very nice boost.

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

Unfortunately my portfolio yield on cost decreased from 3.18 % to 3.08 % but again, dividend growth should bring it right back up very soon.

The higher dividend yield (4.1 %) on this purchase increases my Ford yield on cost from 3.77 % to 3.86 % * and my portfolio yield on cost went from 3.51 % to 3.53 %.

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

Not exact matches

He started in high - yield bonds and went on during the internet boom to turn a million dollars in patent acquisitions into a portfolio of software intellectual property worth $ 150 million.

«They're gravitating towards the trading strategies that can help them limit their risk, limit their capital exposure, and generate additional yield on the portfolio,» Jones said.

Thirdly, I think a reasonably diversified stock / bond portfolio can also provide a solid ~ 2.5 - 3.5 % blended yield quite easily, depending on asset mix and growth profile.

A 2.5 % — 3.5 % blend yield on a diversified stock / bond portfolio is OK.

And for taxable accounts with balances over $ 500,000, the robo - advisor offers «advanced indexing,» where it weights the stocks in a portfolio based on various factors, including low volatility and high dividend yield, to further power potential returns, all for the same advisory fee that applies to all accounts.

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

Senior Portfolio Manager Susan Hill explains the recent surge in Treasury issuance and its effect on yields.

I want to share the current state of my dividend portfolio, related to market value, forward - looking dividends, yield and yield on cost.

For example, some investors may have taken on more risk in their portfolios in recent years by moving into lower - quality bonds or dividend stocks, in an attempt to generate additional yield.

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.

Mark Vaselkiv, portfolio manager at T. Rowe Price, noted that «Einstein said there were three great forces of nature: gravity, electro magnetism, and compounded interest... high yield is an asset class that ultimately capitalizes on the latter.

November 2014 Quick Hits: November marked the beginning of me focusing on raising the overall yield of my portfolio to provide a larger base of slower growing, high yielding stocks.

While I would expect downward pressure on Treasury yields in the event of fresh credit strains, we are not inclined to increase our portfolio duration until (unless) we observe a spike in the 10 - year yield toward 4 % or higher.

Over the long term the nominal return on a duration - managed bond portfolio (or bond index — the duration on those doesn't change very much) converges on the starting yield.

Our Safest Dividend Yield Model Portfolio outperformed the S&P 500 last month on total return basis and underperformed on a price return basis.

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.

Seven new stocks make our Safest Dividend Yield Model Portfolio this month, which was made available to members on November 22, 2017.

Six new stocks make our Safest Dividend Yield Model Portfolio this month, which was made available to members on September 22, 2017.

Three new stocks make our Safest Dividend Yield Model Portfolio this month, which was made available to members on October 20, 2017.

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.

Add in the 4.2 % dividend yield and its clear why TGT earned a spot on this month's Model Portfolio.

The SEC yield reflects the rate at which the fund is earning income on its current portfolio of securities while the distribution rate reflects the fund's past dividends paid to shareholders.

The High Yield Bond Fund is a concentrated portfolio made up of liquid securities, focused on high quality non-investment grade bonds with strong cash flows.

Yield on the card portfolio declined 22 basis points from the prior year to 12.35 %.

Indeed, Finke said that he's most proud of a series of articles that he wrote last year along with American College professor Wade Pfau and David Blanchett, head of retirement research at Morningstar, that looked at the impact of low asset yields on the sustainability of retirement portfolios.

You can get over 5 % on some high yield investments, but you may sacrifice some portfolio diversification and take on more return volatility.

Portfolio insurance should focus on the risk of a sharp rise in bond yields that results in a decline in the valuation of broad assets.

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.

Six new stocks make our Safest Dividend Yield Model Portfolio this month, which was made available to members on April 20, 2018.

And, equally, that if you are getting say a 5 % dividend yield on a a portfolio of shares then the excess income is not «free» — you are taking on more risk than you think, or perhaps the capital returns will be poor.

Former Fed Governor Stein highlighted that Federal Reserve's monetary policy transmission mechanism works through the «recruitment channel,» in such way that investors are «enlisted» to achieve central bank objectives by taking higher credit risks, or to rebalance portfolio by buying longer - term bonds (thus taking on higher duration risk) to seek higher yield when faced with diminished returns from safe assets.

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).

If banks would look at their overall portfolio and invest money with «safer» investments (for example, infrastructure projects, with government backing), they will have lower yields on those investments, and probably make less money, however it would be more guaranteed money and less risk.

Eight new stocks make our Safest Dividend Yield Model Portfolio this month, which was made available to members on January 19, 2018.

Retirees for example will focus on higher yielding stocks in order to receive an adequate revenue derived from their portfolio.

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.

The consolidated yield on my portfolio is still a meager 3.2 %.

Nine new stocks make our Safest Dividend Yield Model Portfolio this month, which was made available to members on August 24, 2017.