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Income portfolio: weighted yield & annual income (SUMPRODUCT)

Lesson 5 of 813 minLab

This lesson is part of the course

In this lesson

You measure the income and yield of a seven-stock portfolio and the extra capital an income goal needs.

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Lessons in this course

  1. Dividend yield & yield on costLab12 min Locked
  2. Payout ratio & dividend cover (EPS and FCF)Lab13 min Locked
  3. Dividend growth rate (CAGR) & the Chowder screenLab14 min Locked
  4. Dividend reinvestment (DRIP) compoundingLab15 min Locked
  5. Income portfolio: weighted yield & annual income (SUMPRODUCT)Lab13 min Locked
  6. Dividend safety screen with IF & ANDLab14 min Locked
  7. Total return = yield + growth vs price-onlyLab15 min Locked
  8. Ex-dividend timing & withholding taxLab14 min Locked