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Calculating my portfolio's yield
#3
Total annual dividends/the current portfolio value = portfolio current yield. It's basically the as how you would calculate a single stock's yield just cumulative for all stocks.

For yield on cost take the total annual dividends/total cost of the positions, do not include reinvested dividends, only the original cost plus any new buys. And of course update any dividend increases.

Hope that helps.
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Messages In This Thread
Calculating my portfolio's yield - by aagha - 06-17-2013, 06:03 PM
RE: Calculating my portfolio's yield - by Kerim - 06-20-2013, 08:49 PM
RE: Calculating my portfolio's yield - by Horace Cugle - 07-12-2013, 11:56 AM
RE: Calculating my portfolio's yield - by cannew - 09-23-2013, 07:22 AM
RE: Calculating my portfolio's yield - by Kerim - 07-12-2013, 04:38 PM
RE: Calculating my portfolio's yield - by samuelN - 09-17-2013, 04:55 PM
RE: Calculating my portfolio's yield - by Kerim - 09-17-2013, 06:43 PM
RE: Calculating my portfolio's yield - by JDurham - 12-20-2013, 04:11 PM
RE: Calculating my portfolio's yield - by Kerim - 12-20-2013, 06:59 PM



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