Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
What is your portfolio's yield?
#13
(08-06-2021, 01:03 PM)ChadR Wrote:
(08-06-2021, 11:24 AM)fenders53 Wrote:
(08-06-2021, 11:08 AM)ChadR Wrote: 2.4%, but YOC is 5.2%.  AAPL, MSFT, and NSC with their huge runups have killed my yield.
No they really haven't and you know that Chad.  Yield on cost matters.  Yield against current balance is not a bit meaningful if your reduction in yield is caused by capital appreciation.

Oh yeah, I know.  They're the reason that it's low for this exercise.  And until this, I had never checked to see what my portfolio yield was.  I only track what I get in dividends each year.
If it's a DGI stock I pay some attention to yield when buying or adding more shares and it tends to work out.  If/when AAPL/MSFT transitions to a good income play you are very late selling it.
Reply


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 fenders53 - 08-06-2021, 02:02 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 cemanuel - 12-16-2021, 08:20 AM
RE: What is your portfolio's yield? - by mrw11g - 12-16-2021, 06:42 PM



Users browsing this thread: 1 Guest(s)