US Stocks/Bonds 80/20 To CAD Bond Hedged Portfolio: Dividend Yield

Last Update: 30 September 2024

The US Stocks/Bonds 80/20 To CAD Bond Hedged Portfolio granted a 0.00% dividend yield in 2023.

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

Portfolio Dividend Yield

The Dividend Yield of US Stocks/Bonds 80/20 To CAD Bond Hedged Portfolio is the result of the following asset allocation:

US STOCKS/BONDS 80/20 TO CAD BOND HEDGED PORTFOLIO
Dividend Yields (%)
Period: January 2023 - September 2024
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2024(*) 2023(*)
US Stocks/Bonds 80/20 To CAD Bond Hedged Portfolio 0.60% n/a
Weight Components Dividend Yield (%)
80.00% VUN.TO - Vanguard US Total Market Index 0.75% n/a
20.00% VBU.NE - Vanguard US Aggregate Bond Index CAD-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 US Stocks/Bonds 80/20 To CAD Bond Hedged Portfolio: ETF allocation and returns page.

US STOCKS/BONDS 80/20 TO CAD BOND HEDGED PORTFOLIO
Capital Growth with or without dividend reinvestment
1000$ invested from January 2024 to September 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
Sep 2024(*) 5.96 0.60% 5.96 1182.68 1188.64 1188.64
(*) 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
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 STOCKS/BONDS 80/20 TO CAD BOND HEDGED PORTFOLIO
HISTORICAL RETURNS AND DIVIDEND YIELDS
Period: January 2024 - September 2024
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Year Total Return Dividend Yield Return
Without Dividends
Sep 2024(*) +18.86% 0.60% +18.27%
(*) 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 Stocks/Bonds 80/20 To CAD Bond Hedged 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 STOCKS/BONDS 80/20 TO CAD BOND HEDGED PORTFOLIO
ACTUAL DIVIDEND YIELD for long-term investors
Period: January 2024 - September 2024
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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 US Stocks/Bonds 80/20 To CAD Bond Hedged Portfolio: ETF allocation and returns page.