**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…
Portfolios
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…
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…
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…
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…
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…
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…
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…
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…
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…