Last Update: 31 October 2021

The Technology Portfolio granted a 0.64% 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 Technology Portfolio is the result of the following asset allocation:

TECHNOLOGY PORTFOLIO
DIVIDEND YIELDS (%)
Period: January 2020 - October 2021
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2021(*) 2020
Technology Portfolio 0.38% 0.64%
Weight Components Dividend Yield (%)
100.00% QQQ - Invesco QQQ Trust 0.38% 0.64%
(*) Dividend Yield is calculated only for a portion of the year

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 Technology Portfolio: ETF allocation and returns page.

TECHNOLOGY PORTFOLIO
CAPITAL GROWTH with or without dividend reinvestment
1000$ invested from January 1999 to October 2021
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Year
Dividend
Cumulative
Dividend
Cashflow
Portfolio
Value
EOY Capital
Amount Yield Effective
Ptf + Cashflow
Total Return
Div. reinvestment
1000.00
1999 0.00 0.00% 0.00 2019.50 2019.50 2019.50
2000 0.00 0.00% 0.00 1290.16 1290.16 1290.16
2001 0.00 0.00% 0.00 859.96 859.96 859.96
2002 0.00 0.00% 0.00 538.61 538.61 538.61
2003 0.32 0.06% 0.32 805.80 806.12 806.13
2004 8.38 1.04% 8.71 882.36 891.07 891.10
2005 3.03 0.34% 11.74 893.19 904.93 905.07
2006 2.99 0.33% 14.72 954.05 968.77 969.72
2007 3.20 0.33% 17.92 1132.41 1150.33 1154.21
2008 3.12 0.27% 21.04 656.81 677.85 672.57
2009 4.71 0.70% 25.75 1011.37 1037.12 1040.34
2010 10.20 0.98% 35.94 1205.17 1241.11 1249.90
2011 11.75 0.94% 47.69 1235.70 1283.39 1293.31
2012 19.14 1.48% 66.83 1441.28 1508.11 1527.61
2013 21.08 1.38% 87.91 1949.39 2037.30 2087.24
2014 34.65 1.66% 122.56 2290.92 2413.48 2487.56
2015 26.62 1.07% 149.18 2482.80 2631.98 2722.53
2016 30.76 1.13% 179.94 2631.08 2811.02 2915.89
2017 32.07 1.10% 212.02 3461.53 3673.55 3868.32
2018 35.20 0.91% 247.22 3426.02 3673.24 3863.84
2019 39.80 1.03% 287.02 4725.51 5012.53 5369.19
2020 34.36 0.64% 321.38 6982.57 7303.95 7968.05
Oct 2021(*) 30.28 0.38% 351.66 8597.02 8948.68 9840.64
(*) Dividend Yield is calculated only for a portion of the year 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 2020 - Oct 2021 +81.93% +78.53% +83.28%
Jan 2018 - Oct 2021 +148.36% +143.60% +154.39%
Jan 2016 - Oct 2021 +246.26% +240.00% +261.45%
Jan 2014 - Oct 2021 +341.01% +339.24% +371.47%
Jan 2011 - Oct 2021 +613.35% +621.02% +687.31%
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?

TECHNOLOGY PORTFOLIO
HISTORICAL RETURNS AND DIVIDEND YIELDS
Period: January 1999 - October 2021
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Year Total Return Dividend Yield Return
Without Dividends
1999 +101.95% 0.00% +101.95%
2000 -36.11% 0.00% -36.11%
2001 -33.34% 0.00% -33.34%
2002 -37.37% 0.00% -37.37%
2003 +49.67% 0.06% +49.61%
2004 +10.54% 1.04% +9.50%
2005 +1.57% 0.34% +1.23%
2006 +7.14% 0.33% +6.81%
2007 +19.02% 0.33% +18.69%
2008 -41.73% 0.27% -42.00%
2009 +54.68% 0.70% +53.98%
2010 +20.14% 0.98% +19.16%
2011 +3.47% 0.94% +2.53%
2012 +18.12% 1.48% +16.64%
2013 +36.63% 1.38% +35.25%
2014 +19.18% 1.66% +17.52%
2015 +9.45% 1.07% +8.38%
2016 +7.10% 1.13% +5.97%
2017 +32.66% 1.10% +31.56%
2018 -0.12% 0.91% -1.03%
2019 +38.96% 1.03% +37.93%
2020 +48.40% 0.64% +47.76%
Oct 2021(*) +23.50% 0.38% +23.12%
(*) Dividend Yield is calculated only for a portion of the year

Actual Dividend Yield for long term investors

What would have been the annual Dividend Yield received by investors if they had implemented the Technology 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?

TECHNOLOGY PORTFOLIO
ACTUAL DIVIDEND YIELD for long-term investors
Period: January 1999 - October 2021
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Starting Period
of the
Investment
Actual Dividend Yield over years
2015 2016 2017 2018 2019 2020 2021(*)
Jan 1999 2.66% 3.08% 3.21% 3.52% 3.98% 3.44% 3.03%
Jan 2000 1.32% 1.52% 1.59% 1.74% 1.97% 1.70% 1.50%
Jan 2001 2.06% 2.38% 2.49% 2.73% 3.08% 2.66% 2.35%
Jan 2002 3.10% 3.58% 3.73% 4.09% 4.63% 4.00% 3.52%
Jan 2003 4.94% 5.71% 5.95% 6.54% 7.39% 6.38% 5.62%
Jan 2004 3.30% 3.82% 3.98% 4.37% 4.94% 4.26% 3.76%
Jan 2005 2.99% 3.45% 3.60% 3.95% 4.47% 3.86% 3.40%
Jan 2006 2.94% 3.40% 3.54% 3.89% 4.40% 3.80% 3.35%
Jan 2007 2.75% 3.17% 3.31% 3.63% 4.10% 3.54% 3.12%
Jan 2008 2.31% 2.67% 2.78% 3.05% 3.45% 2.98% 2.62%
Jan 2009 3.96% 4.57% 4.77% 5.23% 5.92% 5.11% 4.50%
Jan 2010 2.56% 2.96% 3.08% 3.38% 3.83% 3.30% 2.91%
Jan 2011 2.13% 2.46% 2.57% 2.82% 3.18% 2.75% 2.42%
Jan 2012 2.06% 2.38% 2.48% 2.72% 3.08% 2.66% 2.34%
Jan 2013 1.74% 2.01% 2.10% 2.30% 2.61% 2.25% 1.98%
Jan 2014 1.28% 1.47% 1.54% 1.69% 1.91% 1.65% 1.45%
Jan 2015 1.07% 1.24% 1.29% 1.42% 1.60% 1.38% 1.22%
Jan 2016 1.13% 1.18% 1.29% 1.46% 1.26% 1.11%
Jan 2017 1.10% 1.21% 1.36% 1.18% 1.04%
Jan 2018 0.91% 1.03% 0.89% 0.78%
Jan 2019 1.03% 0.89% 0.78%
Jan 2020 0.64% 0.56%
(*) Dividend Yield is calculated only for a portion of the year

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 Technology Portfolio: ETF allocation and returns page.

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