Aim Ways Odd-Stats Strategy Portfolio: Dividend Yield

Last Update: 30 June 2024

The Aim Ways Odd-Stats Strategy Portfolio granted a 2.60% dividend yield in 2023.

It's a High Risk portfolio and it can be implemented with 6 ETFs.

Portfolio Dividend Yield

The Dividend Yield of Aim Ways Odd-Stats Strategy Portfolio is the result of the following asset allocation:

AIM WAYS ODD-STATS STRATEGY PORTFOLIO
Dividend Yields (%)
Period: January 2023 - June 2024
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2024(*) 2023
Aim Ways Odd-Stats Strategy Portfolio 0.88% 2.60%
Weight Components Dividend Yield (%)
22.00% QQQ - Invesco QQQ Trust 0.28% 0.95%
15.00% USMV - iShares Edge MSCI Min Vol USA 0.79% 1.98%
10.00% VNQ - Vanguard Real Estate 2.11% 4.30%
23.00% BNDX - Vanguard Total International Bond 0.92% 4.66%
20.00% IEF - iShares 7-10 Year Treasury Bond 1.40% 2.97%
10.00% GLD - SPDR Gold Trust 0.00% 0.00%
(*) 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 Aim Ways Odd-Stats Strategy Portfolio: ETF allocation and returns page.

AIM WAYS ODD-STATS STRATEGY PORTFOLIO
Capital Growth with or without dividend reinvestment
1000$ invested from January 2013 to June 2024
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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 16.67 1.67% 16.67 1061.50 1078.17 1078.17
2014 21.26 1.97% 37.93 1181.85 1219.78 1221.67
2015 20.75 1.70% 58.68 1193.05 1251.73 1253.99
2016 24.22 1.93% 82.90 1242.47 1325.37 1330.16
2017 24.92 1.87% 107.82 1378.93 1486.75 1501.17
2018 31.47 2.10% 139.28 1353.14 1492.42 1504.56
2019 34.25 2.28% 173.53 1603.95 1777.48 1817.68
2020 23.49 1.29% 197.02 1849.14 2046.16 2119.04
2021 35.52 1.68% 232.54 2032.75 2265.29 2364.96
2022 29.36 1.24% 261.90 1656.77 1918.67 1956.90
2023 50.91 2.60% 312.82 1925.41 2238.23 2325.12
Jun 2024(*) 20.48 0.88% 333.30 2016.20 2349.50 2455.24
(*) 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 2023 - Jun 2024 +21.69% +22.45% +25.47%
Jan 2021 - Jun 2024 +9.03% +14.82% +15.87%
Jan 2019 - Jun 2024 +49.00% +57.43% +63.19%
Jan 2017 - Jun 2024 +62.27% +77.27% +84.58%
Jan 2014 - Jun 2024 +89.94% +117.92% +127.72%
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?

AIM WAYS ODD-STATS STRATEGY PORTFOLIO
HISTORICAL RETURNS AND DIVIDEND YIELDS
Period: January 2013 - June 2024
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Year Total Return Dividend Yield Return
Without Dividends
2013 +7.82% 1.67% +6.15%
2014 +13.31% 1.97% +11.34%
2015 +2.65% 1.70% +0.95%
2016 +6.07% 1.93% +4.14%
2017 +12.86% 1.87% +10.98%
2018 +0.23% 2.10% -1.87%
2019 +20.81% 2.28% +18.54%
2020 +16.58% 1.29% +15.29%
2021 +11.61% 1.68% +9.93%
2022 -17.25% 1.24% -18.50%
2023 +18.82% 2.60% +16.21%
Jun 2024(*) +5.60% 0.88% +4.72%
(*) 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 Aim Ways Odd-Stats Strategy 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?

AIM WAYS ODD-STATS STRATEGY PORTFOLIO
ACTUAL DIVIDEND YIELD for long-term investors
Period: January 2013 - June 2024
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Starting Period
of the
Investment
Actual Dividend Yield over years
2018 2019 2020 2021 2022 2023 2024(*)
Jan 2013 3.15% 3.43% 2.35% 3.55% 2.94% 5.09% 2.05%
Jan 2014 2.92% 3.18% 2.18% 3.29% 2.72% 4.72% 1.90%
Jan 2015 2.58% 2.80% 1.92% 2.91% 2.40% 4.17% 1.68%
Jan 2016 2.51% 2.73% 1.87% 2.83% 2.34% 4.06% 1.63%
Jan 2017 2.37% 2.57% 1.77% 2.67% 2.21% 3.83% 1.54%
Jan 2018 2.10% 2.28% 1.56% 2.37% 1.96% 3.39% 1.36%
Jan 2019 2.28% 1.56% 2.36% 1.95% 3.38% 1.36%
Jan 2020 1.29% 1.95% 1.62% 2.80% 1.13%
Jan 2021 1.68% 1.39% 2.40% 0.97%
Jan 2022 1.24% 2.15% 0.87%
Jan 2023 2.60% 1.05%
(*) 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 Aim Ways Odd-Stats Strategy Portfolio: ETF allocation and returns page.