Sentences with phrase «portfolio yield on cost»

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

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

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

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.

Ryan @ CML presents How to Calculate the Yield on Cost of a Dividend Stock posted at Cash Money Life, saying, «Tips on calculating the yield on cost of a dividend stock, an important indicator of how your dividend portfolio is performing.&rYield on Cost of a Dividend Stock posted at Cash Money Life, saying, «Tips on calculating the yield on cost of a dividend stock, an important indicator of how your dividend portfolio is performing.&raCost of a Dividend Stock posted at Cash Money Life, saying, «Tips on calculating the yield on cost of a dividend stock, an important indicator of how your dividend portfolio is performing.&ryield on cost of a dividend stock, an important indicator of how your dividend portfolio is performing.&racost of a dividend stock, an important indicator of how your dividend portfolio is performing.»

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

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.

That is another step on the road to meeting the portfolio's goal of achieving 10 % yield on cost within 10 years from when I began the portfolio in 2008.

That equals 7.1 %, which is the yield on cost of the portfolio referred to in the headline.

You recall that the goal of the portfolio is a 10 % yield on cost by 10 years.

Yield on cost can be computed for an entire portfolio as well as an individual stock.

What I shoot for is approximately 4 % current yield with a long - range goal: I want the portfolio to achieve a 10 % yield on cost within 10 years.

The reason is that the yield on cost is computed on the original investment that I made in the portfolio 5 years ago.

In addition, my portfolio offers an average yield of 3.1 %, more than a 30 - year Treasury bond, plus a yield on cost of 3.6 %.

Thus you will see a faster increase in the dividend stream — and in the portfolio's yield on cost — than if you did not reinvest the dividends.

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 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 on cCost When you first start a portfolio, its initial yield is the same as its yield on yield is the same as its yield on yield on costcost.

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

At the very beginning, the portfolio's yield and yield on cost were identical, as we discussed above.

This goal is known as 10 by 10: That means generating a yield on cost of 10 % within 10 years of when you start the portfolio.

Notice that the 5.9 % yield on cost is a full 48 % more than the portfolio's current yield of 4.0 %.

But the portfolio's yield on cost has now ballooned to a current run - rate of 5.9 %, or more than 2.8 times what it delivered in its first year of existence.

In the first video in this series, I told you why high - yield bonds fall short on a risk adjusted basis, and should only be included in your portfolio in small amounts through a well - diversified low - cost ETF, if at all.

(updated 2/1/2018) Lesson 2: Dividend Growth (updated 2/8/2018) Lesson 3: The 5 - Year Rule (updated 3/12/2018) Lesson 4: The Power of Compounding (updated 3/20/2018) Lesson 5: The Power of Reinvesting Dividends (updated 4/12/208) Lesson 6: Yield and Yield on Cost (updated 4/26/2018) Lesson 7: Dividends are Independent from the Market Lesson 8: How to Collect 10 % Yields from Great Dividend Growth Stocks Lesson 9: Why I've Loaded My Portfolio with Dividend Growth Stocks Lesson 10 (Part I): Reinvest Your Dividends Selectively to Enhance Your Returns Lesson 10 (Part II): Reinvest Your Dividends Automatically to Build Long - Term Positions Lesson 11: Valuation Lesson 12 (Part I): Invest According to a Plan Lesson 12 (Part II): Invest According to a Plan Lesson 13: Specific Suggestions for YOUR Dividend Growth Investing Plan Lesson 14: Buying Lesson 15: Holding and Selling Lesson 16: Diversification Lesson 17: Dividend Safety Lesson 18: High Yield or Fast Growth?

My current Yield on Cost (YoC) for the whole stock portfolio (consisting of around 35 positions) is slightly above 3.5 %.