Sentences with phrase «weight by dividend»

Finally I weight by dividend income; I don't want any individual stock paying more than 5 % of my dividend income.

These stocks then are weighted by dividend yield.

The IShares Select Dividend ETF uses a weighting by dividend per - share rather than market capitalization, which provides more exposure to small and mid-cap stocks.

Not exact matches

That means weighting stocks in an index by qualities such as earnings, cash flow, dividends and book values rather than the sheer size of their market caps.

Denmark and all other countries are ranked based on their AUM - weighted average dividend yield for all the U.S. - listed equity ETFs that are classified by ETFdb.com as being mostly exposed to those respective countries.

Instead of outperforming by a large margin since 1973, dividend growers returned 12.89 % annually while all dividend payers gained 12.83 % per year and the equally - weighted S&P 500 climbed 12.35 %.

Others weight their portfolios by dividends.

Investment Grade Corporate and all other type of bonds are ranked based on their AUM - weighted average dividend yield for all the U.S. - listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective bonds.

Convertible and all other type of bonds are ranked based on their AUM - weighted average dividend yield for all the U.S. - listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective bonds.

There are other ways to «class» stocks, most of which have a similar tradeoff between earnings percentage and voting percentage (typically by balancing these two you normalize the price of stocks; if one stock had better dividends and more voting weight than another, the other stock would be near - worthless), but companies may create and issue «superstock» to controlling interests to guarantee both profits and control.

Constituents are weighted by the product of float - adjusted market cap and trailing 12 - month gross dividend yield (including imputation).

By weighting an index by a fundamental value — such as earnings or dividends — you largely eliminate this biaBy weighting an index by a fundamental value — such as earnings or dividends — you largely eliminate this biaby a fundamental value — such as earnings or dividends — you largely eliminate this bias.

This page breaks down all U.S. Total Dividend Equity Funds by weight in common and preferred stocks.

Growth and all other asset class styles are ranked based on their AUM - weighted average dividend yield for all the U.S. - listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective asset class styles.

This ETF, based on a proprietary WisdomTree index, includes dividend - paying stocks at all cap levels — but weights those holdings by cash dividends rather than by market capitalization.

The portfolio is weighted by cash dividends and is not hedged.

If the two portfolios were passively held from April of 19781 and rebalanced monthly to remain equally weighted (and to remove capitalization bias), the equally weighted portfolio of dividend - payers outperformed the equally weighted portfolio of non-dividend-payers by 9.1 % annually, paying the investor 23 times the return for the holding period.

In today's low interest rate environment, prudent long - term investors, especially those in retirement, are best served by putting maximum weight and focus on dividends.

The portfolio is weighted by cash dividends and is currency hedged.

The total cash dividend of each issue is divided by the total aggregate cash dividend of all stocks in the index to arrive at the weighting.

Target Maturity Date Junk Bonds and all other type of bonds are ranked based on their AUM - weighted average dividend yield for all the U.S. - listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective bonds.

The opposite effect was found when weighted by market capitalization - lower returns from the dividend - growers.

The actual performance of the manager account displayed on this page is based on the performance of an IB Asset Management proprietary account invested using this strategy and is calculated by IB Asset Management on a daily time - weighted basis, including cash, dividends and earnings distributions.

It presents a 15 year comparison of the normal MSCI Index with its Value - weighted counterpart (weighted by book value, earnings, cash earnings and sales, not dividends), and also with portfolios screened for single metrics.

The earliest and most widely adopted forms of smart beta have been equity index portfolios that are weighted by factors such as price to earnings or dividend yield, rather than by traditional market capitalization.

The white paper Performance of Value Investing Strategies in Japan's Stock Market examines the performance of equal - weight and market capitalization weighted quintile portfolios of five price ratios — price - to - book value, dividend yield, earning - to - price, cash flow - to - price, and leverage - to - price — excluding the smallest 33 percent of stocks by market capitalization.

The ETF holds 50 stocks that are selected based on dividend growth, dividend yield, payout ratio and liquidity and weighted by yield.

Index components are weighted by their indicated annual net dividend yield, i.e. the largest dividend - yielding companies have the highest weight in the index.

The weighted average is calculated by measuring each company's dividend yield in proportion to the size of the holding in the portfolio.

The weighted average of the underlyings» indicated annual dividend divided by price, expressed as a percentage.

Performance of the manager accounts associated with each portfolio has been calculated by IB Asset Management on a daily time - weighted basis, including cash, reinvested dividends and earnings, and reflects the deduction of simulated IB Asset Management advisory fees and broker commissions to present returns net of fees.

And unlike the newly launched iShares U.S. High Dividend Equity (XHD), it's equal - weighted, which means it's not dominated by a small number of large companies.

WisdomTree has a broad selection of funds that weight stocks by their earnings and dividends.

The ability to achieve the target weight is modulated by available liquidity from cash, selling, and dividends.

Mexico and all other countries are ranked based on their AUM - weighted average dividend yield for all the U.S. - listed equity ETFs that are classified by ETFdb.com as being mostly exposed to those respective countries.

A skeptical look at the new breed of «indexers» who focus on weighting portfolios by fundamental factors, such as dividends and cash flows, rather than market capitalizations.

Increase forward dividend income by $ 3000 while achieving a dollar - weighted average organic dividend growth rate of at least 5 %.

The Index screens for companies that have consistently increased their dividend for at least 20 consecutive years, and weights the stocks by yield

It contains 40 equally weighted high quality North American (20 US & 20 Cdn) dividend - paying stocks broadly diversified by industry.

Notes: U.S. stocks represented by Dow Jones U.S. Total Stock Market Index through April 2005, MSCI US Broad Market Index through June 2013 and CRSP US Total Market Index thereafter; emerging markets stocks are represented by MSCI Emerging Markets Index; REITs by FTSE NAREIT Equity REIT Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bondividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD BonDividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond Index.