AU ETFs Ex-Dividend Dates
Getting ready to fully allocate for the ETFs yearend dividends. Still have 95K remaining to be invested for ETFs. Income funds we have 22K remaining to invest. ETFs Target DY% is 8.7%. We currently have 7.9%. Certain ETFs are close to their 52WH range, so we would need to determine if it’s worth becoming fully invested to chase dividends, wait, or DCA our purchases.
Based on our calculations, if we invest another 86K fully allocated, we can achieve DY% of 10.2%. Makes sense since we’re currently about .8% short of our target. Now the question comes down to is if it’s worth investing another 86K just to achieve an additional 1.5% in DY or 8.7K in Divs. Based on our assessed risk, we can invest an additional 11K to account for market downturn.
As for our Income Funds, we can achieve DFC 9%. We’re currently at 8.2%. That means about .8% to receive an additional 2.2K in DFC, but we would need to invest an additional 22K.
Summary:
ETFs: Invest an additional 86K for 8.7K Divs
Income Funds: Invest an additional 22K for 2.2K DFC
Total Rem to Invest: 108K for 10.9K DFC or 10% DY%
