Cost Yield vs Current Yield

Current Yield = “Adjusted TTM dividends” / “latest close”

Cost Yield = “Adjusted TTM dividends” / “average price”
Note: Average price includes fees of your buy transactions.

Portfolio Current Yield = Sum (Current Yield of each stock in your portfolio x Portfolio %)

Portfolio Cost Yield = Sum (Cost Yield of each stock in your portfolio x Portfolio %)

If Portfolio Cost Yield > Portfolio Current Yield, it means that your portfolio have gained in value (i.e. P&L > 0)

If Portfolio Cost Yield < Portfolio Current Yield, it means that your portfolio is in the red (i.e. P&L < 0)

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