Annual Yield

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The Annual Yield Fundamental Analysis lookup allows you to check this and other indicators for any equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Please continue to Equity Screeners to view more equity screening tools.
  
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.

Yield

 = 

Income from Security

Current Share Price

Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
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Annual Yield In A Nutshell

Looking at the chart, you can see at a glance how the company is doing, but the annual yield will combine everything and give you a number. It is important to look past the annual yield number and look at what constructed the number. Peeling apart the layers will give you more detailed answers and hopefully explain why the numbers are the way they are. That way you have a firm understanding of the company and know what to keep in mind going forward. Also, use this number in conjunction with your technical analysis, giving you the most well rounded opinion possible.

When looking at a stock or equity, there are several data points to keep in mind, from dividend yield to current ratio. Another data point you should pull into your research is the annual yield, which simply put, is how much money to company made per share, including dividends and other returns on that investment. Many people look at this as a way to gauge the company against others in the industry, but it may not tell the whole story. The company could have had a subpar year, but it could have been due to marketing efforts or restructuring.

Closer Look at Annual Yield

Annual yield is certainly a number to keep in your research bucket because it can be a great way to compare companies within the same industry, giving you an apple to apple result. Also, this is going to tap into many of the fundamental numbers that can really tell you the true health of the company. Overall, this tool is reliable and can give you great insight. If you still have questions, reach out to your investing community and get their opinions on whether or not you are using it correctly or in an effective manner.

All Fundamental Indicators

Price To Earning
Price To Book
Price To Sales
Beta
Annual Yield
Year To Date Return
One Year Return
Three Year Return
Five Year Return
Ten Year Return
Net Asset
Minimum Initial Investment
Last Dividend Paid
Holdings Turnover
Cash Position Weight
Equity Positions Weight
Bond Positions Weight

Pair Trading with Investor Education

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Investor Education position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Investor Education will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to Altria could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Altria when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Altria - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Altria Group to buy it.
The correlation of Altria is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Altria moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Altria Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Altria can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any private could be closely tied with the direction of predictive economic indicators such as signals in estimate.
You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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