My PP yield is 1.2%

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I Shrugged
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My PP yield is 1.2%

Post by I Shrugged » Tue Oct 20, 2020 9:22 am

edit to clarify: I'm talking about dividend and interest yields.

My PP, which isn't wholly kosher because of some Intl stocks and muni bonds:

37% Stocks yielding ~2%
21.8% LT bonds ~1.25%
23.8% Cash and ST bonds ~0.8%
17.4% Gold

The highest yielding fund we own in FTSE xUS at 2.51%. It has been a dog, a drag on total return for years. :(

I really don't have any sage conclusions drawn from any of this. Just, there it is.
I'm not rebalancing out of stocks any time soon. Too much tax hit if we do, so we will ride them.
Last edited by I Shrugged on Tue Oct 20, 2020 11:21 am, edited 1 time in total.
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sophie
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Re: My PP yield 1.2%

Post by sophie » Tue Oct 20, 2020 10:22 am

Between what dates are you calculating this? and what's in your stock allocation?

My GB has gone up 6.6% since July 1 (per my google sheets calculator). Since January 1 the total gain is 6.08% with no rebalancing or tax loss harvesting along the way.
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I Shrugged
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Re: My PP yield 1.2%

Post by I Shrugged » Tue Oct 20, 2020 11:20 am

Sophie, this is dividend and interest yield, not return.

Stocks are roughly 65% SP500 and 35% FTSE xUS
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mathjak107
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Re: My PP yield is 1.2%

Post by mathjak107 » Tue Oct 20, 2020 12:54 pm

i rebalance from total return to live on . what the dividend yield portion is does not mean much to me ....
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