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2021 Portfolio Income Performance
#8
[quote pid='30308' dateline='1639057689']
(12-09-2021, 07:31 AM)fenders53 Wrote: 10% is very good IMO.  Until this year I would have called 5% a small win.  Suddenly it's a small loss and any stock incapable of growth gets a critical look.

Generally speaking, any stock with a yield <= 1.25% that can't keep up with VOO I don't hold onto.  The trick is figuring out what length of time is a big enough sample to make the comparison valid, and I'm still working on perfecting that.  For stocks with yield above that up to about 3% they have to at least compare favorably with SCHD.  Otherwise I'm better off buying the ETFs.
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Our portfolio's current yield is slightly over 4%
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Messages In This Thread
2021 Portfolio Income Performance - by rnsmth - 12-08-2021, 01:36 PM
RE: 2021 Portfolio Income Performance - by rnsmth - 12-08-2021, 01:55 PM
RE: 2021 Portfolio Income Performance - by crimsonghost747 - 12-09-2021, 05:44 AM
RE: 2021 Portfolio Income Performance - by rnsmth - 12-09-2021, 10:31 AM
RE: 2021 Portfolio Income Performance - by rnsmth - 12-09-2021, 11:42 AM



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