Wednesday, November 19, 2008

Game plan: Yield

Here for a comparison basis is a selected list of securities and their current investment or SEC yields in the case of ETFs. For the record clients of Lumen Capital Management, LLC currently own some or all of these securities in their accounts, although positions can change at any time. We'll look at other examples of this at some other time.

S&P 500 Trust {SPY} 3.54%
Dow Jones Select Dividend Index Fund {DVY} 5.31%
Power Shares Preferred Portfolio {PGX} 10.32%
General Electric {GE} 7.70%
Wisdom Tree Dividend Top 100 {DTN} 5.74%
I Shares S&P 100 Index Fund {OEF} 3.54%
I-Boxx Investment Grade Corporate Bond Fund {LQD} 7.57%

And for comparison:
10 Year US Government Treasury 3.57%.