Last Update: 31 October 2021
The Developed World ex-US Stocks Momentum Portfolio granted a 1.17% dividend yield in 2020.
It's a Very High Risk portfolio and it can be replicated with 1 ETF.
Portfolio Dividend Yield
The Dividend Yield of Developed World ex-US Stocks Momentum Portfolio is the result of the following asset allocation:
|Developed World ex-US Stocks Momentum Portfolio||0.83%||1.17%|
|Weight||Components||Dividend Yield (%)|
|100.00%||IMTM - iShares MSCI Intl Momentum Factor ETF||0.83%||1.17%|
Capital Growth and Dividends
In the following table, Capital Growth details (with and without dividend reinvestment) are represented.
If you are not interested in a periodic income and you need a strategy with a dividend reinvestment, please refer to the Developed World ex-US Stocks Momentum Portfolio: ETF allocation and returns page.
Ptf + Cashflow
|(*) Dividend Yield is calculated only for a portion of the year||WITHOUT
- Dividend -> Amount: Income returned over the year (or portion of the year)
- Dividend -> Yield: Dividend Yield calculated on the starting price of the year
- Cumulative Dividend Cashflow: Sum of all the dividends received
- Portfolio Value: Investment Value, excluding dividends, at the end of year
- EOY Capital -> Effective: Investment Value plus cumulative dividends
- EOY Capital -> Total Return: Investment Value, with dividend reinvestment
Which are the global returns of the last periods? In the following table, the Effective Return considers the received (and not reinvested) dividends. Total Return is calculated assuming dividend reinvestment.
|Jan 2020 - Oct 2021||+28.42%||+28.07%||+30.67%|
|Jan 2018 - Oct 2021||+31.04%||+36.00%||+39.43%|
|Jan 2016 - Oct 2021||+57.69%||+70.16%||+75.76%|
Yearly Returns and Dividend Yield
Dividends are essential for the investor who needs additional periodic income. When dividends are not reinvested, how much is the real portfolio return over the years?
|Year||Total Return||Dividend Yield||Return
Actual Dividend Yield for long term investors
What would have been the annual Dividend Yield received by investors if they had implemented the Developed World ex-US Stocks Momentum Portfolio allocation over the past years?
E.g. If you had implemented it 3 years ago, how much would be your actual dividend yield today?
|Actual Dividend Yield over years|
Collecting dividends is useful to obtain an additional income. Obtaining a large amount of income is the first step to financial freedom. However, if your need is to increase your capital as much as possible with dividend reinvestment, please refer to the Developed World ex-US Stocks Momentum Portfolio: ETF allocation and returns page.