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Example calculation for dividend yields

This table gives you an overview of the dividend yields achieved in the Comfort Income Mandate over the past five years. Here you see the net dividend yields, which means that tax has already been withheld on the dividend payments.

Risk20202021202220232024

Very Defensive (as of 1/1/24)

 

 

 

 

2.29%

Defensive

1.69%

1.68%

1.57%

1.57%

2.80%

Moderately defensive

2.06%

1.93%

1.91%

1.86%

2.85%

Moderately offensive

2.55%

2.23%

2.27%

2.14%

2.85%

Offensive

3.13%

2.43%

2.75%

2.54%

3.00%

Very offensive

2.65%

1.97%

2.34%

2.39%

2.65%

Example: With an investment of € 100,000 in a moderately offensive risk profile, you would have received 2.85% in dividend payments in 2024. This equates to an amount of € 2,850.

In the example calculation, we use the in the Netherlands generally applicable dividend tax rate of 15%. This rate may be different in your situation, for example, if you receive dividend payments from foreign shares. Tax rates can also change in the future.

Source: ABN AMRO Portfolio Management, composite returns from 01/01/2020 to 31/12/2024. 

Result after tax, after the deduction of all costs. This concerns the results of the model portfolio, which can deviate from the returns of your personal portfolio. The value of your investments can fluctuate. Results achieved in the past offer no guarantee for the future.

Back to the Comfort Income Mandate

Investing involves risks

Investing involves risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Read more about the risks associated with investments.