PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Dividends

F
FarshadJanuary 11, 25 | Posted in general
On simplysafe dividend website the annual dividend yield for my protfolio shows 1.98% and here it should over 13%, its completely off, not sure who to believe.
4 comments
1 reply

Sort by

DS
Dmitry ShevchenkoJanuary 11, 25

Hi,

Could you share your portfolio so we can take a look? You can reach out to our support team at support@portfolioslab.com, and we’ll investigate if there are any issues on our side.

F
FarshadJanuary 11, 25
Its public the name of the portfolio is Best
F
FarshadJanuary 11, 25
Or maybe on the other website its actually getting information from my broker and it connected and here I have added them manually, so the calculation matter how much dividend I have recieved actually, not sure
DS
Dmitry ShevchenkoJanuary 12, 25
Hmm, I don’t see anything immediately off. The portfolio includes several income ETFs with double-digit distribution yields, so it’s not surprising that it might achieve a total yield of 10% or more. Have you been holding the exact same portfolio, with all 100+ holdings equally allocated, for at least 12 months?
F
FarshadJanuary 12, 25
I am really not sure boss, but I look at the info provided by your site and have trust in it, what ever the dividend yield it shows, so that I dont have to calculate right, but the only difference is that the best portfolio is manually added, its not connected to my broker. On the other site its connected to the broker and it syncs night, so not sure. The stocks and ETF's are the same.

Category
General

Views
68

PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab