**This is a post “in-progress.” New formulas will be added, when possible, until it is completed. Dividends are a simple concept. However, there are a lot of questions regarding their…
How-to
15 Articles
You’re probably overwhelmed with the number of investment choices you have available. Having options is good, but the paradox of choice is a real problem. This problem can be addressed,…
A short-selling spreadsheet will help you, as an investor, to understand your margin requirements and your potential profit at different prices. Download a short-selling spreadsheet below or follow along to…
Portfolio volatility measures how much and how often your investments change in value. The change can be positive or negative. By looking at the historic volatility of a portfolio in…
A dividend income spreadsheet will tell you how much you need to invest in a stock, ETF, or mutual fund in order to meet a monthly cash goal. Dividends and…
Compounding is the 8th Wonder of the world. Compounding is the most powerful force in nature. You have heard all the catchy sayings in regards to compounding. They’re overused, but…
Monthly dividends provide reliable and consistent income. Receiving dividend income monthly is appealing because most expenses are also due monthly. Dividend investors need to know what size of portfolio is…
“What is the formula for dividends?” Dividend yield = Previous 12 months of dividends ÷ Current stock price Total dividend growth = (Current dividend amount ÷ Previous dividend amount) –…
“What is included in a competitive analysis?” A competitive (market) analysis consists of the stock you’re analyzing and its most appropriate competitors. Metrics are chosen to compare each company with…
“Why bother calculating financial ratios?” Financial ratios are used by investment analysts to put financial statements into context. Financial ratios simplify the financial statements, which in turn makes the information…
Page 1 of 2 Next