It seems to me that the personal dividend yield is calculated on the basis of the sum of my “invested”. However, you may have holdings or stocks that do not pay out a dividend, z.B, a gold holding or a Netflix share. It would be great if the personal dividend yield (either as an option or simply in general) was only offset against payout positions. It is currently virtually a personal dividend yield on the entire portfolio.
I tested this once by moving my gold holding company to another portfolio. Schwupp I had a higher return:).
Interestingly, only the paying positions are shown in the “Dividend Securities” section. It would therefore be sufficient to use them as input.
Best regards
·