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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: SeeksQuality who wrote (8556)8/25/2024 11:18:20 AM
From: chowder  Read Replies (1) | Respond to of 21849
 
If I list SWVXX to include he CD's (they have a similar yield) then cash equivalents represent 20.6% of the portfolio value.

The Beta, according to SSD, is showing 0.70 when I do that.

Portfolio yield 4.32% and 5 year dividend growth rate of 5.5%.