Last Update: 30 June 2022

The US Inflation Protection Portfolio granted a 4.41% dividend yield in 2021.

It's a Low Risk portfolio and it can be implemented with 1 ETF.

Portfolio Dividend Yield

The Dividend Yield of US Inflation Protection Portfolio is the result of the following asset allocation:

US INFLATION PROTECTION PORTFOLIO
DIVIDEND YIELDS (%)
Period: January 2021 - June 2022
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2022(*) 2021
US Inflation Protection Portfolio 2.95% 4.41%
Weight Components Dividend Yield (%)
100.00% TIP - iShares TIPS Bond 2.95% 4.41%
(*) 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 US Inflation Protection Portfolio: ETF allocation and returns page.

US INFLATION PROTECTION PORTFOLIO
CAPITAL GROWTH with or without dividend reinvestment
1000$ invested from January 2004 to June 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
2004 41.50 4.15% 41.50 1041.25 1082.75 1082.75
2005 58.36 5.39% 99.86 1011.10 1110.96 1109.76
2006 46.94 4.23% 146.80 971.14 1117.94 1112.84
2007 51.64 4.64% 198.44 1041.82 1240.26 1245.48
2008 83.45 6.70% 281.89 972.43 1254.32 1245.97
2009 51.58 4.14% 333.47 1019.12 1352.59 1357.36
2010 35.56 2.62% 369.03 1054.95 1423.98 1440.66
2011 65.26 4.53% 434.29 1147.22 1581.51 1631.92
2012 38.02 2.33% 472.32 1193.79 1666.11 1736.20
2013 18.06 1.04% 490.37 1080.04 1570.41 1588.82
2014 27.17 1.71% 517.54 1100.37 1617.91 1645.90
2015 5.43 0.33% 522.97 1077.44 1600.41 1617.03
2016 24.74 1.53% 547.71 1111.39 1659.10 1692.72
2017 35.72 2.11% 583.43 1120.39 1703.82 1742.13
2018 45.82 2.63% 629.25 1074.98 1704.23 1717.35
2019 32.29 1.88% 661.54 1144.51 1806.05 1860.71
2020 24.00 1.29% 685.54 1253.77 1939.31 2062.35
2021 90.95 4.41% 776.49 1269.57 2046.06 2179.29
Jun 2022(*) 64.29 2.95% 840.78 1117.40 1958.18 1982.38
(*) 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 2021 - Jun 2022 -10.88% +0.97% -3.88%
Jan 2019 - Jun 2022 +3.95% +14.90% +15.43%
Jan 2017 - Jun 2022 +0.54% +18.03% +17.11%
Jan 2015 - Jun 2022 +1.55% +21.03% +20.44%
Jan 2012 - Jun 2022 -2.60% +23.82% +21.48%
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?

US INFLATION PROTECTION PORTFOLIO
HISTORICAL RETURNS AND DIVIDEND YIELDS
Period: January 2004 - June 2022
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Year Total Return Dividend Yield Return
Without Dividends
2004 +8.28% 4.15% +4.13%
2005 +2.49% 5.39% -2.90%
2006 +0.28% 4.23% -3.95%
2007 +11.92% 4.64% +7.28%
2008 +0.04% 6.70% -6.66%
2009 +8.94% 4.14% +4.80%
2010 +6.14% 2.62% +3.52%
2011 +13.28% 4.53% +8.75%
2012 +6.39% 2.33% +4.06%
2013 -8.49% 1.04% -9.53%
2014 +3.59% 1.71% +1.88%
2015 -1.75% 0.33% -2.08%
2016 +4.68% 1.53% +3.15%
2017 +2.92% 2.11% +0.81%
2018 -1.42% 2.63% -4.05%
2019 +8.35% 1.88% +6.47%
2020 +10.84% 1.29% +9.55%
2021 +5.67% 4.41% +1.26%
Jun 2022(*) -9.04% 2.95% -11.99%
(*) 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 US Inflation Protection 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?

US INFLATION PROTECTION PORTFOLIO
ACTUAL DIVIDEND YIELD for long-term investors
Period: January 2004 - June 2022
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Starting Period
of the
Investment
Actual Dividend Yield over years
2016 2017 2018 2019 2020 2021 2022(*)
Jan 2004 2.47% 3.57% 4.58% 3.23% 2.40% 9.10% 6.43%
Jan 2005 2.28% 3.30% 4.23% 2.98% 2.22% 8.40% 5.94%
Jan 2006 2.23% 3.22% 4.13% 2.91% 2.16% 8.20% 5.79%
Jan 2007 2.22% 3.21% 4.12% 2.90% 2.16% 8.17% 5.78%
Jan 2008 1.99% 2.87% 3.68% 2.59% 1.93% 7.30% 5.16%
Jan 2009 1.99% 2.87% 3.68% 2.59% 1.93% 7.30% 5.16%
Jan 2010 1.82% 2.63% 3.38% 2.38% 1.77% 6.70% 4.74%
Jan 2011 1.72% 2.48% 3.18% 2.24% 1.67% 6.31% 4.46%
Jan 2012 1.52% 2.19% 2.81% 1.98% 1.47% 5.57% 3.94%
Jan 2013 1.42% 2.06% 2.64% 1.86% 1.38% 5.24% 3.70%
Jan 2014 1.56% 2.25% 2.88% 2.03% 1.51% 5.72% 4.05%
Jan 2015 1.50% 2.17% 2.78% 1.96% 1.46% 5.53% 3.91%
Jan 2016 1.53% 2.21% 2.83% 2.00% 1.48% 5.62% 3.98%
Jan 2017 2.11% 2.71% 1.91% 1.42% 5.37% 3.80%
Jan 2018 2.63% 1.85% 1.38% 5.22% 3.69%
Jan 2019 1.88% 1.40% 5.30% 3.74%
Jan 2020 1.29% 4.89% 3.46%
Jan 2021 4.41% 3.12%
(*) 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 US Inflation Protection Portfolio: ETF allocation and returns page.

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