02-23-2014, 04:39 PM
(02-21-2014, 10:21 PM)hendi_alex Wrote: For our IRAs I enjoy seeing dividends hitting the pot, but don't pay too much attention to that one metric, as the dividends tend to have no greater impact than options income or capital gains. I'm only interested in the NAV growth from one year to the next.
For the dividend portfolio, I pay most attention to yield on current NAV. For now the minimum acceptable average yield is 5%. If the market yield falls below 5%, I'll probably look for some suitable replacements that will provide the required yield.
I suggest you pay a bit more attention to dividend increases. Pay raises matter.