For an index like the S&P 500, this is typically a not insignificant portion of the index's
total yearly return.
Not exact matches
Your
total payments including principle are 30k per year so the property nets you say 5k cash
return yearly, plus principal.
This would mean that my
total $ 679,000 investment ($ 475,000 mortgage payoff plus $ 204,000 initial investment) should generate $ 55,000 in
yearly income, roughly an 8.1 percent cash flow
return.
Investors can also look into other details like percentage of expenses of
total assets as these have an effect on the
return and other useful information in the same half -
yearly format.
The
total yearly rate of
return on an investment, accounting for the compounding of interest.
The chart above shows that the
yearly total -
returns are quite different from the chart of the capital gains only.
A
yearly dividend amount of around 2.5 % or even more is common for the S&P 500, which represents a sizable portion of the 9 % or 10 %
yearly total return the index has generated over long periods of time.
** The S&P 500 did lose 0.73 % in 2015 in terms of price
return, but its 2015
total return (including dividends) was positive — a
yearly gain of 1.38 %.3
I took the indivdual
yearly total returns for the S&P 500 Index as found in Ibbotson's Stocks, Bonds, Bills, & Inflation.
If I wrote a blog, it would be to educate readers about the impact of points / $ earned, $ / point redeemed,
total annual spend, and
yearly fees on net annual
return relative to a no annual fee cash back card.