Investing in Share portfolio

The shareportfolio will provide a capital growth of 5% per annumner of portfolio fees, and dividend yield (net of DWT); DO you add both of them to determine the actual return.

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Jun 25, 2020
Shareholder return
by: Mike

Are you looking to the future or the past? With a stock, you simply cannot predict the future (remember that no dividend is guaranteed - who would have thought a few months ago that Disney would cancel their dividend for example).

If you are looking to the past then total shareholder return is simply the change in capital value + any dividends you've received. That is the gross return. If you want the net return then you need to subtract the costs associated with that (such as tax, brokerage fees, etc).

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