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Portfolio Yields

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Portfolio Yields

Hi MM, Can you please show me how you arrive at your +/- % in your Portfolios? Like how you arrive at the Div amount for a start and how you then incorporate that into arriving at your yield figure? Regards, Mick.

Answer

Hi Mick,

Current price + accrued income – average buy price. Accrued income includes any franking benefit. For a fully franked divided, divide the dividend by 0.70 to get the total franked value.

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