07-12-2013, 11:56 AM
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.
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.