Comments on: Bonus Coverage: My Dividend Growth Portfolio

By: writing2reality

writing2reality — Sat, 31 Jan 2015 02:02:20 +0000

I still keep track of everything in Excel since it has a bit more functionality than Google Docs. I haven’t worked with the Excel online, so I’m not sure how that would work out, but likely not too much different than either Google Docs or Excel. No matter what the format, tracking things, in my opinion, is a motivating and rewarding endeavor since you are really in tune with what your portfolio and investments are doing. It does bring a tangibility to the entire process.

Best of luck to you as well this year!

By: TwoInvesting

TwoInvesting — Fri, 30 Jan 2015 22:35:39 +0000

W2R, Love the look of your dividend calendar as well! I have worked on automating a lot of the functions in mine (including, most recently, a transactions sheet and XIRR calculations), but still love manually inputting the dividends into the calendar. It feels a little more “real” that way.

I used Excel in the past but now entirely rely on Google Spreadsheets. I like the ability to log on from anywhere and make changes. Does the online Excel version now allow looking up of data online (stock quotes, dividend yields, etc) or does that still require a separate plugin? Thanks and good luck in 2015!

By: writing2reality

writing2reality — Fri, 30 Jan 2015 03:07:30 +0000

Thank you ILG, I like how easy it is to visualize the progress I need to make to achieve my goals. As for the stock sales, I’m happy to be out of all of those positions and to have redeployed the capital elsewhere, as I’m sure you are as well.

Best of luck to you as well this year.

By: writing2reality

writing2reality — Fri, 30 Jan 2015 02:54:02 +0000

Thank you for adding your thoughts to this Mom, much appreciated. (Also, I wonder if anyone ever thinks you’re my actual mom when I write this…)

By: ILG

ILG — Fri, 30 Jan 2015 00:22:38 +0000

That’s a great calendar you have there! Good luck on reaching your 2750 goal!

Looks like we exited out of mostly the same positions last year! ( LO, OKS, ARCP) and for the same reason it looks like!

Take care!

By: Mom

Mom — Thu, 29 Jan 2015 18:53:58 +0000

When I make a purchase in loyal3, I enter that into my Personal Capital as a manual holding – it keeps track of the general information on the stocks, so I can see various information about the account. Not as much information as w2r’s spreadsheet, but enough for me.

By: writing2reality

writing2reality — Thu, 29 Jan 2015 02:03:15 +0000

I couldn’t agree more with the visualization a dividend calendar provides, which it turn leads to added motivation to nail one’s goals.

Like any good soldier, my dividends are here to fight the good fight towards financial independence. March on and thanks for commenting DivHut!

By: writing2reality

writing2reality — Thu, 29 Jan 2015 02:01:08 +0000

I’m glad you like it Seraph and found some takeaways for your own tracking purposes! I know I had fun putting it together.

Thanks for reading!

By: DivHut

DivHut — Wed, 28 Jan 2015 22:58:09 +0000

The concept of a dividend calendar is really great as you can visually see, anticipate and make adjustments with your investments along the way and try and control as best you can your anticipated forward dividend income earned. Like the concept of ‘dividend soldiers’ in you passive income ‘army.’

By: Seraph

Seraph — Wed, 28 Jan 2015 20:02:07 +0000

Excellent calendar. I track all of my investments on Google spreadsheets, but this has given me quite a few ideas for some additions.