Last Update: 31 December 2022

The Stocks/Bonds 40/60 Momentum Portfolio granted a 1.92% dividend yield in 2022.

It's a Medium Risk portfolio and it can be implemented with 2 ETFs.

Portfolio Dividend Yield

The Dividend Yield of Stocks/Bonds 40/60 Momentum Portfolio is the result of the following asset allocation:

STOCKS/BONDS 40/60 MOMENTUM PORTFOLIO
DIVIDEND YIELDS (%)
Period: January 2021 - December 2022
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2022 2021
Stocks/Bonds 40/60 Momentum Portfolio 1.92% 1.48%
Weight Components Dividend Yield (%)
40.00% MTUM - iShares Edge MSCI USA Momentum Fctr 1.45% 0.62%
60.00% BND - Vanguard Total Bond Market 2.23% 2.06%

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 Stocks/Bonds 40/60 Momentum Portfolio: ETF allocation and returns page.

STOCKS/BONDS 40/60 MOMENTUM PORTFOLIO
CAPITAL GROWTH with or without dividend reinvestment
1000$ invested from January 2013 to December 2022
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Year
Dividend
Cumulative
Dividend
Cashflow
Portfolio
Value
EOY Capital
Amount Yield Effective
Ptf + Cashflow
Total Return
Div. reinvestment
1000.00
2013 20.80 2.08% 20.80 1104.90 1125.70 1125.70
2014 24.95 2.22% 45.75 1183.58 1229.33 1230.81
2015 24.79 2.01% 70.53 1205.98 1276.51 1278.89
2016 27.11 2.12% 97.65 1222.80 1320.45 1323.83
2017 28.01 2.12% 125.66 1406.51 1532.17 1550.74
2018 33.46 2.16% 159.12 1365.86 1524.98 1539.39
2019 38.33 2.49% 197.45 1553.16 1750.61 1788.81
2020 34.81 1.95% 232.26 1780.26 2012.52 2085.18
2021 30.94 1.48% 263.21 1829.12 2092.33 2173.36
2022 41.68 1.92% 304.89 1516.53 1821.42 1843.62
WITHOUT
dividend
reinvestment
WITH
dividend
reinvestment

Column meaning:

  • 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.

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Period Portfolio
Return
Effective
Return
Total
Return
Jan 2021 - Dec 2022 -14.81% -9.50% -11.58%
Jan 2019 - Dec 2022 +11.03% +19.44% +19.76%
Jan 2017 - Dec 2022 +24.02% +37.94% +39.26%
Jan 2015 - Dec 2022 +28.13% +48.16% +49.79%
WITHOUT
dividend
reinvestment
WITH
dividend
reinvestment

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?

STOCKS/BONDS 40/60 MOMENTUM PORTFOLIO
HISTORICAL RETURNS AND DIVIDEND YIELDS
Period: January 2013 - December 2022
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Year Total Return Dividend Yield Return
Without Dividends
2013 +12.57% 2.08% +10.49%
2014 +9.34% 2.22% +7.12%
2015 +3.91% 2.01% +1.89%
2016 +3.51% 2.12% +1.39%
2017 +17.14% 2.12% +15.02%
2018 -0.73% 2.16% -2.89%
2019 +16.20% 2.49% +13.71%
2020 +16.57% 1.95% +14.62%
2021 +4.23% 1.48% +2.74%
2022 -15.17% 1.92% -17.09%

Actual Dividend Yield for long term investors

What would have been the annual Dividend Yield received by investors if they had implemented the Stocks/Bonds 40/60 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?

STOCKS/BONDS 40/60 MOMENTUM PORTFOLIO
ACTUAL DIVIDEND YIELD for long-term investors
Period: January 2013 - December 2022
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Starting Period
of the
Investment
Actual Dividend Yield over years
2017 2018 2019 2020 2021 2022
Jan 2013 2.80% 3.35% 3.83% 3.48% 3.09% 4.17%
Jan 2014 2.49% 2.97% 3.40% 3.09% 2.75% 3.70%
Jan 2015 2.28% 2.72% 3.11% 2.83% 2.51% 3.39%
Jan 2016 2.19% 2.62% 3.00% 2.72% 2.42% 3.26%
Jan 2017 2.12% 2.53% 2.90% 2.63% 2.34% 3.15%
Jan 2018 2.16% 2.47% 2.24% 2.00% 2.69%
Jan 2019 2.49% 2.26% 2.01% 2.71%
Jan 2020 1.95% 1.73% 2.33%
Jan 2021 1.48% 2.00%
Jan 2022 1.92%

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 Stocks/Bonds 40/60 Momentum Portfolio: ETF allocation and returns page.

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