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Yield on Investment

HokieDon

I assume the Yield on Investment is equivalent to Yield on Cost. Which is the yield on your invested money (cost basis).

I have entered the estimated income and a Yield on Investment is calculated. However, it is not correct. It is generally close to the current yield so it is using the current market value as the divisor instead of the cost basis.

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Comments

Jim_Harman

It appears that you are correct. On the Investing > Portfolio pages, if you hover over the "Yield on investment (%)" column heading it says "Estimated income as a percentage of amount invested".

But the "Yield on Investment (%)" column is actually the Estimated income divided by the market value of your holding on the As of date.

The "Estimated Income" column is the security's "Est. Income" times the number of shares held on the As of date. To see or adjust "Est. Income", click on the security name to open its Security Detail page, then click on Edit details and Other info. The units for Est. Income are $/year/share. This value can be entered manually or, thanks to a new option, it can be set to the "Ann Div/Shr" amount in the quote feed, depending the Portfolio page setting at Options > Portfolio preferences.

"Amount invested" for a security is an odd value in Quicken. It is the value of the investment at the start of the calculation period plus any amounts you have spent buying the security since then, but it does not include reinvested dividends and does not decrease if you sell part of your holding. The starting date for the calculation is set under Options > Portfolio preferences at the top right of the Portfolio page.

"Yield on Investment (estimated)" is the estimated Income divided by the Amount Invested.

See this lengthy discussion for more information

https://community.quicken.com/discussion/7941295/no-yield-on-investment-information

q_lurker

Consider Income and Income% in combination with specifying a beginning date for the Return calculations (Gear / Portfolio Preferences).

Income is the total of Dividends (and other incomes?) for the period from beginning date to the As of date. That gets divided by the cost basis of the currently (as of date?) held shares.

Certainly not likely to be exactly what you are after. That is a rear-facing )not forward looking) income stream that could include income from sold shares.