Tag
#portfolio-valuation
2 articles
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Portfolio Dividend Yield: How It Is Computed and What It Does Not Promise
Portfolio dividend yield is the income a portfolio's holdings paid over the past year, divided by portfolio value. It is a backward-looking ratio, not a promised rate.
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Portfolio P/E and P/B Ratio: How Portfolio Valuation Is Aggregated
Portfolio P/E and P/B summarise how expensive a whole portfolio looks. The aggregation method, weighted average versus harmonic versus aggregate, changes the answer materially.
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