Timeline for What is the best way to calculate total yield on a stock portfolio?
Current License: CC BY-SA 3.0
7 events
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| Jan 22, 2015 at 17:57 | comment | added | leeman24 | @Victor Thank you. This is what I was looking for. I will be adding / readjusting frequently so this will help just to get a rough idea of where I stand. | |
| Jan 22, 2015 at 15:59 | vote | accept | leeman24 | ||
| Jan 22, 2015 at 13:08 | comment | added | DumbCoder | Extrapolating the dividend yield, of the stocks in a portfolio, to a portfolio doesn't make it the yield of a portfolio. In simple terms you may consider them the same but that isn't correct way to do it. | |
| Jan 22, 2015 at 13:06 | comment | added | DumbCoder |
If you invested a full $100,000 in various stocks at the start of the year and you received $5,000 in dividends during the year then your dividend yield for the portfolio would be 5% Sorry mate, you have got it all wrong. You don't calculate dividend yield of a portfolio, but of a stock.You calculate the yield of a portfolio. What you have jotted down is the returns, you accept it or not isn't my problem. The numbers you get might be near to each other(because it is simple), maybe same also, but this isn't the correct way to do it.
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| Jan 22, 2015 at 12:54 | comment | added | Victor | @DumbCoder - the OP has asked for a simple formula for estimating. And I am not calculating the returns I am calculating the total dividend in a year over the capital. If you invested a full $100,000 in various stocks at the start of the year and you received $5,000 in dividends during the year then your dividend yield for the portfolio would be 5%. I am not including any capital gains earned during the year, if I did then this would be the returns. | |
| Jan 22, 2015 at 10:40 | comment | added | DumbCoder | This is a wrong answer. What you are mentioning is returns and not yield of a portfolio. Returns and yield are 2 different things. | |
| Jan 21, 2015 at 21:29 | history | answered | Victor | CC BY-SA 3.0 |