Portfolio Income

Categories: Bonds, Credit

Your portfolio is diversified. It has common stocks that pay dividends. It has bonds. It has ownership shares in real estate partnerships, or REITs. In total, your portfolio's last quarter's NAV (mostly public, but some private investments) was worth $100 million (conveniently, for this illustration). The portfolio that quarter received cash interest, dividends, distributions, etc. of $3.2 million. That was just for the quarter. Annualize it, and that portfolio will have had $12.8 million in income...a whopping 12.8% yield.

Related or Semi-related Video

Finance: What is Inter Vivos?4 Views

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Finance a la shmoop what is inter vivos? inter between vivos part of an Elvis [Dictionary book flicks through pages]

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Presley song okay remember Viva Las Vegas all right

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no vivos means the living an inter vivos is a trust like between the living got

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it so sorry all you zombies with large [Zombie appears]

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inheritances and while you don't qualify well yeah inter vivos really is just

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another word for a living trust an estate-planning vehicle that's set up

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before the trustor has kicked the bucket so that they can transfer their assets

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to trustees without having to you know go through all the probate nonsense

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which cost a fortune and chews up all the money that they could have given to [Money transfers from grave to family]

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their heirs it all goes to lawyers and the state well in other words in an

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inter vivos trust they can keep the courts from getting involved and with an

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inter vivos trust it isn't even necessary to wait until the trustor has

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a you know gone the way of the dodo before those assets are distributed like [Gravestone of Dodo appears]

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they can distribute it before they're dead bequeathed items and/or cash can

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also start being divvied out before the trustors lifetime, although a trustee

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might want to consider signing some kind of no take-backsies contract [No take-backsies contract appears]

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just in case grandpappy start getting trustors remorse

Find other enlightening terms in Shmoop Finance Genius Bar(f)