**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 calculation. This post attempts to answer most of those questions. If you’re wondering “how to calculate dividend _?”, the answer …
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 Excel, an investor can decide how comfortable they are with the potential changes in value. Everybody likes volatility. As long …
Stock picking involves actively choosing stocks to invest in with the goal of earning greater returns than would be earned with a passive strategy (e.g. index funds). Many investors open brokerage accounts for stock picking, but very few live up to their own expectations. Over the course of decades, index …
Skeptical about what information to include in your stock portfolio spreadsheet? Portfolio headers – video transcript So, what information do you want to capture when you’re creating a stock portfolio spreadsheet in Excel or Sheets? I like to capture the name and symbol, of course, to identify the investment. The …
Can you get rich from the stock market? Video summary Not only can you get rich by buying stocks, you don’t even need to make a bunch of great stock picks in order to do so. In fact, one exceptional stock pick can make up for a lot of poor …
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 necessary to meet their income goals. How much you need to invest to make $100 a month in dividends depends …
Keeping track of your dividends means monitoring information such as: Date of dividend payments Amount of dividend payments Dividend yields Dividend growth Investors track dividends because it aids them in understanding the quality of their dividend investments. A better understanding should lead to better decision making. Investors track dividends by …
What is a social trader? Simply put, a social trader is someone who takes part in social trading. But, what’s that mean? Social trading is a blend between investing and social networking. The act of buying and selling financial instruments is combined with the online interaction between traders who have …
There are many different categories of stocks. Every characteristic that a stock or company has qualifies it for a certain category. In fact, any single stock or company probably belongs to several different categories. Investors group stocks into different “types” to make sense of them and to understand how they …
Using Google Sheets or Excel, you can build a dividend tracking spreadsheet that provides insight into income, yields, and growth. Pivot tables allow you to create a dividend tracking spreadsheet that is dynamic and can be easily updated as new data is added. Though other dividend tracking tools exist, spreadsheets …