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Strategies & Market Trends : Young and Older Folk Portfolio
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To: SeeksQuality who wrote (7843)8/10/2024 11:21:52 AM
From: chowder1 Recommendation

Recommended By
Richard_IFI

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Re: I don't have a clear sense of the relationship between yield and total return for portfolios like Chowder is describing. He is great about sharing yield numbers, but the total return numbers are harder to figure out.

I have a portfolio that yields 10.29%.

This portfolio "is not" designed to beat the market. It is designed to provide income and maintain a respectable amount of capital growth. It is not a passively managed portfolio. It is actively managed, where I'm always looking for some semblance of momentum, even with high yield assets.

Annualized numbers listed below.

YTD this portfolio is showing +13.03% while the S&P 500 is showing +16.70%. (Numbers end of July according to Fidelity)

The one year looks terrible when compared to the S&P 500. A +14.89% gain with the S&P at +22.15%. I'm okay with that given the huge amount of income being generated.

3 Year, I'm looking at +6.07% to the S&P 500 at +9.60%.

Anyway, since August 31, 2010 when this account was opened, the CAGR has been +10.59% and to be honest, that's more than I expected. I was hoping that given the high yields, I could keep it close to 8%.

Some years are bad, others are good, but the income stream has always been reliable and increasing due to investor managed results. The portfolio is actively managed.
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