DivYieldST · Valuation · Litzenberger and Ramaswamy (1979)

Predicted div yield next month

Long minus short portfolio using the original paper's sort and weighting, market-adjusted. Quarterly, 1926Q3 to 2024Q4.

Expected return · posterior mean, % per quarter
Next quarter
1.46%
95% interval 1.18% to 1.75%
Next year
1.47%
95% interval 1.13% to 1.81%
Next five years
1.49%
95% interval 0.96% to 1.98%

OAP publishes no uniform quintile or decile portfolios for this signal, so only the paper's original portfolio convention is shown.

Cumulative market-adjusted return

+154,060% since 1926Q3 · log scale

Past performance, annualized

Window Mean Vol. Sharpe t
1926Q3–2024Q4 7.80% 6.74% 1.16 11.45
2020Q1–2024Q4 4.47% 6.59% 0.68 1.52
2024Q1–2024Q4 4.53% 5.79% 0.78 0.78

Forecast Sharpe ratio, per quarter

Horizon Mean 95% interval P(neg)
Next quarter 0.443 0.355 – 0.527 0.00
Next year 0.441 0.338 – 0.541 0.00
Next five years 0.441 0.285 – 0.588 0.00
Category
Valuation
Form
Discrete
Data
Accounting
Predicted sign
Positive
Original sample
1936–1977