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  • Income Investing Worksheet: What's The Yield?

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    Giselle Hudson
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    This document provides steps for income investing, including determining how much to invest, setting an overall return goal, allocating funds across different income-generating strategies like dividend stocks, real estate notes, and peer-to-peer lending, and then shopping for investments within each strategy to meet the return goal before making investments and calculating yields.

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    This document provides steps for income investing, including determining how much to invest, setting an overall return goal, allocating funds across different income-generating strategies like dividend stocks, real estate notes, and peer-to-peer lending, and then shopping for investments within each strategy to meet the return goal before making investments and calculating yields.

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    © All Rights Reserved
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    13 views1 page

    Income Investing Worksheet: What's The Yield?

    Uploaded by

    Giselle Hudson
    This document provides steps for income investing, including determining how much to invest, setting an overall return goal, allocating funds across different income-generating strategies like dividend stocks, real estate notes, and peer-to-peer lending, and then shopping for investments within each strategy to meet the return goal before making investments and calculating yields.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    Income Investing Worksheet

    STEP 1
    How much do you have to invest? $

    STEP 2
    What is your overall return goal? %

    STEP 3
    How much will you allocate per strategy?
    Dividend Stocks $
    Closed End Funds $
    Master Limited Partnerships $
    Income Options $
    Real Estate Notes $
    Exchange-Traded Debt $
    Revenue Participation CF $
    Business Development Co $
    Royalties $
    Tax Liens $
    P2P Lending $
    REITs $

    STEP 4
    Shop for investments to meet your return goal by strategy and
    invest accordingly.

    What’s the Yield?


    Annual Dividend Rate / Share Price X 100 = Yield
    ex. $1.72 / $9.37 X 100 = 18.36%

    http://www.theincomeinvestors.com
    TheIncomeInvestors.com

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