Date: Fri, 3 Mar 2006 04:21:27 -0600
From: "Dave Dodson"
Newsgroups: misc.invest.financial-plan
Subject: Re: Annuity
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BMS wrote:
>I would be curious what your after tax yield is on your portfolio.
Figuring the yield is a tough one. I would have to go through a stack
of statements to find all of the reinvested dividends. It's also a bit
messy since I added my social security benefits to one fund and took my
living expenses out of another. Let me just say that the total return
on the entire portfolio, after adjusting for the difference in
additions and distributions, was about 9.6%
Dave
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