Income and ETFs DY Factors

Written By Nomad FI

[Factors to consider]

  • DY% / DFC%

  • Dividend payout frequency

  • 52WH spread

  • Associated Sectors

  • Correlation Effect by Composition

// Income Inv //

  • DFC: 8%+

  • 52WH spread of 10%+

  • Target %: 5%/6.25%/7.5%/8.75%/10%

// Income ETFs //

  • DY%: 10%

  • 52WH spread of 10%+

  • Target %: 5%/6.25%/7.5%/8.75%/10%

// Taxable Acct //

  • Buy initial: 1.75K/2K/2.25K at 52WH -15%

  • TLO/TPP DCA Buy -5%

  • TLO/TPP DCA Sell +7.5%

  • No DRIPs

  • Yes Cost Basis on Comm

  • Calc APP

// Superannuation //

  • Buy initial: 1.75K/2K/2.25K at 52WH -15%

  • TPP DCA Buy -5%

  • TPP DCA Sell +10%

  • Yes DRIPs

  • No Cost Basis on Comm

  • No APP

  • Update Actual Qty monthly to reflect DRIPs

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