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Particular question re: interpreting the numbers

MaxBialystockMaxBialystock
edited August 2013 in Fund Discussions
Hello.
It's been a while, so I just Instant X-Rayed my stuff using the M* tool. The results show my portfolio's YIELD at 4.22%. The comparison number, for the S&P 500 shows 2.27........ Does that mean my yield is 2.27 TIMES the S & P 500 yield?

Otherwise: two-thirds of my equity holdings are in Asia. (I never did get afflicted with the home-country bias!) That includes Japan, Asia Dev. and Asia Emerg... My USA equity portion is up to 9% now. Total for North America = 17.07%. UK = 3.15%....And Africa/Middle East is at 4.44%..... What I hold in continental Europe is negligible. I'd love to have the wherewithal to throw some money at Europe right about now.

Cash 2%
Equities 52%
Bonds 44%
"other" 2%

No surprises..... Holdings: DLFNX MAPOX MSCFX SFGIX TRAMX PREMX MACSX MAPIX MAINX.

Comments

  • lord_nelson
    Not quite.. Your yield is: (4.22%-2.27%)/2.27%=.86 (86% higher than the s&p yield). Add 1 to this number to get 1.86 to obtain the figure for your yield (e.g. your portfolio is 1.86 times the s&p 500 yield).

    You have an interesting mix of investments!
  • MaxBialystockMaxBialystock
    Thanks a lot, Lord Nelson. I'd NEVER be able to arrive at that on my own. Holy flying spaghetti makers!
  • lord_nelson
    No problem - glad to help you out MaxBialystock!
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