Dividend glossary

Portfolio Yield

Portfolio yield is the weighted average dividend yield across all positions in your investment portfolio, showing your overall income return as a percentage of total portfolio value.

In more depth

Portfolio yield is the single most useful summary of your dividend income position. It converts the patchwork of different yields across different holdings into one number: what percentage of your total portfolio value arrives as dividend income annually.

How to calculate portfolio yield

For each holding: (Annual dividends from this position ÷ Current value of this position) = Position yield

Then weight by portfolio percentage:

Portfolio Yield = Σ (Position Weight × Position Yield)

Example with three positions:

  • SCHD: $60,000 (60% of portfolio), 3.8% yield → contribution: 2.28%
  • VYM: $25,000 (25% of portfolio), 3.3% yield → contribution: 0.83%
  • Realty Income (O): $15,000 (15% of portfolio), 5.5% yield → contribution: 0.83%

Portfolio yield = 2.28% + 0.83% + 0.83% = 3.94%

Using portfolio yield in retirement planning

Portfolio yield is the starting point for the retire-on-dividends calculator. Divide your annual income need by your portfolio yield to find the required portfolio size.

At a 3.94% portfolio yield and a $60,000 annual income target: $60,000 ÷ 0.0394 = $1,523,000 required portfolio.

Portfolio yield vs individual position yield

Looking only at individual position yields can be misleading. A 5% REIT position and a 3% ETF position don't tell you much until you know how large each is relative to your total portfolio.

Portfolio yield gives you the integrated view: this is what the whole system produces, not just one corner of it.

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