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Forward Dividend Yield

KPI - Fwd Dividend Yield at Cost

Overview​

The FWD Dividend Yield Widget at cost provides the expected average yield of your dividend-paying investments. This widget helps you understand the anticipated annual dividends relative to the cost price of your holdings, giving insights into the potential dividend return on your initial investment.

Data Displayed​

  1. FWD Dividend Yield This figure represents the expected average yield of your dividend-paying investments, calculated based on their original purchase cost. It's the anticipated annual dividends of each asset, relative to its cost price, averaged out and weighted according to the proportion of each holding's cost in your portfolio. This yield provides an insight into the dividend return on your initial investment, independent of current market fluctuations.

  2. Market Yield

    • Market Yield: This figure shows the forward dividend yield calculated based on the current market value of the investments.