Dividend Yield Investor!: Rate

Updated Monthly

January 1st of 2025

Interest Rate & Dividend Yield Comparison

30 Year Mortgage Rate

6.93%

***

VWESX - Vanguard Long Term Investment Grade Bond Fund

Yield - 5.31%

***

5 Year U.S. Treasury note

Yield – 4.38%

***

VUIAX - Vanguard Utilities Index Fund Admiral Shares

Yield – 2.77%

***

VEIPX – Vanguard Equity Income Fund

Yield – 2.32%

***

S&P 500 Index

Yield – 1.25%

S&P 500 Estimated 10 Year Average Annual Return.

Money invested today - go to sleep like Rip Van Winkle - wake up 10 years from now current average annual return is:

Negative 1.75%

Current Shiller S&P 500 PE 37.35 and current dividend yield 1.25% Ending S&P 500 Shiller PE 17.17 (average since 1871)

Quotes

Social Security operates on a simple principal: "You give your money to politicians and they squander it on something else!"

Harry Browne

Fail-Safe Investing

"The only way to "Beat an Index" is to invest in a different and significantly greater - undervalued index."

The Dividend Yield Investor

"Men, it has been said, think in herds; it will be seen they go mad in herds, while they only recover their senses slowly, and one by one."

Charles Mackay

Extraordinary Popular Delusions and the Madness of Crowds

"Outright speculation is neither illegal, immoral, nor (for most people) fattening to the pocketbook."

Benjamin Graham

The Intelligent Investor

Estimated 10yr return on Stocks

Using 5.4% as the historical growth rate of dividends and 4.0% as the ending yield.

Starting Yield*---------return**
1.0%-----------------------(-5.7%)
1.5%-----------------------(-1.7%)
2.0%------------------------1.3%
2.5%------------------------3.8%

3.0%------------------------5.9%
3.5%------------------------7.8%
4.0%------------------------9.4%
4.5%-----------------------10.9%

5.0%-----------------------12.3%
5.5%-----------------------13.6%
6.0%-----------------------14.8%
6.5%-----------------------15.9%

7.0%-----------------------17.0%
7.5%-----------------------18.0%
8.0%-----------------------19.0%

*Starting dividend yield of the S&P500-**10yr estimated average annual rate of return.

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Dividend Yield Investor!

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