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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (609)12/7/2021 6:26:39 PM
From: Affinity4Investing  Read Replies (1) of 22045
 
I appreciate your explanation and sharing your thought process (I'm not questioning your action). Seems like we are on the same page, so to speak. My concerns really had to do with calculating a real yield... the one that I get from my investments. If I'm getting ROC as a portion of that advertised yield, then I have to question the yield being stated by a fund, any fund, not specifically GOF.

Example: If fund XYZ states a yield of 10.00%, yet 95% of the distribution is ROC, is it fair for me to say that I'm getting a 10.00% return on my investment or should I be understanding that I'm actually getting .5%? Calculating yield on portfolio's doesn't take into account ROC in CEF's - at least not that I've really seen.

Maybe that's how I should have framed the earlier question/statement.

Just trying to understand how others view this?
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