Relationship between YOC and unrealized return of my portfolio ポートフォリオの配当利回りとリターンの関係


Hello readers, it is Saturday morning here in Japan and beautiful day. In the week of February 20th, I received no dividend. That’s why there was no post until this one.

I just wanted to see if there is any correlation between Yield-On-Cost and unrealized return of my portfolio.


As you can see in the graph above, majority of stocks in my portfolio are found between 3% and 5% on the horizontal axis which is YOC and -10% and 50% on the vertical axis which is unrealized return. What I really hope is that these stocks will shift right every year.

I have two stocks that YOC is over 10%. The returns of them are quite opposite. While Vector Group (VGR) which is combination of tobacco and REIT has 50% unrealized return, Seaspan (SSW) which has a fleet of over 100 chartered vessels carries 50% unrealized loss as of writing.

Both Altria Group(MO) and Lockheed Martine(LMT) are high achievers, but Royal Dutch Shell(RDS.A) has lost its value by 28% since I initiated its position.

Finally, Apple Computer(AAPL) is the lowest YOC, but I expect it will become 3% in two years.


読者の皆さん、土曜日はいかがですか? 今週は配当金入金が全くありませんでしたので、本日が今週初めてのポストとなります。




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