Aim Ways Odd-Stats Strategy To EUR Portfolio: Dividend Yield

Last Update: 30 June 2024

The Aim Ways Odd-Stats Strategy To EUR Portfolio granted a 0.00% 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 To EUR Portfolio is the result of the following asset allocation:

AIM WAYS ODD-STATS STRATEGY TO EUR PORTFOLIO
Dividend Yields (%)
Period: January 2023 - June 2024
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2024(*) 2023(*)
Aim Ways Odd-Stats Strategy To EUR Portfolio 0.00% n/a
Weight Components Dividend Yield (%)
22.00% NQSE.DE - iShares Nasdaq 100 EUR Hedged n/a n/a
15.00% IBCK.DE - iShares Edge S&P 500 Minimum Volatility 0.00% n/a
10.00% SPY2.DE - SPDR Dow Jones Global Real Estate 0.00% n/a
23.00% EUNA.DE - iShares Core Global Aggregate Bond EUR Hedged n/a n/a
20.00% IBB1.DE - iShares USD Treasury Bond 7-10yr Eur Hedged n/a n/a
10.00% GBSE - WisdomTree Physical Gold EUR Hedged n/a n/a
(*) 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 To EUR Portfolio: ETF allocation and returns page.

AIM WAYS ODD-STATS STRATEGY TO EUR PORTFOLIO
Capital Growth with or without dividend reinvestment
1000$ invested from January 2024 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
Jun 2024(*) 0.00 0.00% 0.00 1066.13 1066.13 1066.13
(*) 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
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 TO EUR PORTFOLIO
HISTORICAL RETURNS AND DIVIDEND YIELDS
Period: January 2024 - June 2024
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Year Total Return Dividend Yield Return
Without Dividends
Jun 2024(*) +6.61% 0.00% +6.61%
(*) 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 To EUR 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 TO EUR PORTFOLIO
ACTUAL DIVIDEND YIELD for long-term investors
Period: January 2024 - June 2024
Swipe left to see all data
Starting Period
of the
Investment
Actual Dividend Yield over years
2024(*)
(*) 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 To EUR Portfolio: ETF allocation and returns page.