CaseInPoint
Recycles dryer sheets
Wow... Incredibly useful info. Thanks so much to everyone who answered!
Ouch... I remember selling that one for a big loss...I did even better in terms of chasing yield. I bought the KBE bank ETF when I was looking at 6+% trailing 12 months yield. And it was selling at a huge discount to what it traded at a year earlier.
Ouch... I remember selling that one for a big loss...
Is that the Permanent Portfolio a la Harry Browne, or do you mean the assets you intend to retain permanently?Running my own permanent portfolio thru morningstar gives a yield of 2.23%.
My yield is easy. I only have <$50,000 in mutual funds. So I add mutual fund income distributions, interest, stock dividends and MLP distributions, ignore capital adjustments of TIPS, and divide this sum by current market value of entire portfolio.
Right now it yields 3.1%. I live on this, unless I should sell some higher yielding assets and move to cash for tactical reasons.
Ha
Not surprising the my yield is very close 2.98%, to yours. My Berkshire position helps drag down the yield.
I also live of the income. Now some of that income is my IRA so I have no easy way to use it. I find that when I retired roughly 30% of my assets were in IRAs and now that has increased to 40%.