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What is your portfolio's yield?
#32
(12-16-2021, 05:56 AM)cemanuel Wrote: Yield (as of 12/1/21):

Taxable account: 2.67%
Roth: 3.44%
Overall: 2.74%

Internal/Organic DGR (current, based on 5-yr DGRs, no dividends reinvested):

Taxable Account: 9.00%
Roth: 9.18%

Dividend numbers really don't matter for the Roth as I won't be living on them. I will begin harvesting Taxable Account dividends next spring to live on.

I'm impressed that your nest egg is large enough that 2.67% provides 80% of what you'll need.  Nice job!!!
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Messages In This Thread
What is your portfolio's yield? - by ken-do-nim - 08-05-2021, 11:05 AM
RE: What is your portfolio's yield? - by EricL - 08-06-2021, 08:26 AM
RE: What is your portfolio's yield? - by ChadR - 08-06-2021, 11:08 AM
RE: What is your portfolio's yield? - by ChadR - 08-06-2021, 01:03 PM
RE: What is your portfolio's yield? - by ChadR - 08-07-2021, 07:15 PM
RE: What is your portfolio's yield? - by lucas03 - 08-07-2021, 08:12 AM
RE: What is your portfolio's yield? - by rayray - 08-07-2021, 09:40 AM
RE: What is your portfolio's yield? - by rnsmth - 12-15-2021, 09:17 PM
RE: What is your portfolio's yield? - by rnsmth - 12-15-2021, 10:55 PM
RE: What is your portfolio's yield? - by EricL - 12-15-2021, 10:02 PM
RE: What is your portfolio's yield? - by Bugdoc82 - 12-15-2021, 10:56 PM
RE: What is your portfolio's yield? - by cemanuel - 12-16-2021, 05:56 AM
RE: What is your portfolio's yield? - by ken-do-nim - 12-16-2021, 06:20 AM
RE: What is your portfolio's yield? - by cemanuel - 12-16-2021, 08:20 AM
RE: What is your portfolio's yield? - by mrw11g - 12-16-2021, 06:42 PM



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