Personal Investments • How Do You Determine Your Portfolio Yield?

It is meaningless, and nobody says "X asset allocation is good for Y yield."

I've never seen anyone talk about AA that way.

And it would odd, as bond yields and stock dividends change over time, anyway.

Odd.

Because I’ve often read comments on this board of people, especially in relation to the “can I retire” threads or in the safe withdrawal threads saying (for example) “$3,000,000 at a 60/40 should give you 2.5% a year.”

But I’m not entirely convinced that such a statement is always true, or, at least, true in my case.

Hence why I am asking how people calculate the yield (if they do) on their own investment portfolio.

Statistics: Posted by toddthebod — Tue Dec 24, 2024 12:53 pm — Replies 44 — Views 1298