Estimate my forward dividend yield
An income question asks what a portfolio pays out: dividends, interest and distributions. The answer looks at what was actually received over a period, and at the yield that implies against what the positions cost or are worth now.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
I can estimate a forward dividend yield for your portfolio using the holdings and their weights.
To proceed I need one of these from you (pick one):
- your expected next 12 months of dividend payments for each holding (preferred), or
- a single assumed dividend yield for each ETF/stock (I’ll apply it to their current values), or
- allow me to use typical market dividend yields (I will apply generic yield assumptions to each holding).
Which option do you want? I’ll then show the calculation and the portfolio forward yield.
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Related questions
See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.