Comments on: Wait, More Spreadsheets? Hello, Dividend Growth Portfolio https://www.writeyourownreality.com/investing/wait-spreadsheets-hello-dividend-growth-portfolio/ Aggressively pursuing a dream is the only way to write your own reality. Documenting my path of turning dreams into investments and success! Mon, 30 Nov 2015 00:02:06 +0000 hourly 1 By: DividendDeveloper https://www.writeyourownreality.com/investing/wait-spreadsheets-hello-dividend-growth-portfolio/#comment-47705 Mon, 27 Oct 2014 14:34:20 +0000 http://www.writeyourownreality.com/?p=2490#comment-47705 Not bad. May I ask why you put your cost basis and FMV in? I don’t put mine because I’m really only concerned with the income my investments produce, not their current value.

]]> By: writing2reality https://www.writeyourownreality.com/investing/wait-spreadsheets-hello-dividend-growth-portfolio/#comment-47218 Sat, 25 Oct 2014 15:12:30 +0000 http://www.writeyourownreality.com/?p=2490#comment-47218 Thanks Lanny! I am digging them as well. Pretty easy to see in a snapshot my holdings by account, total value, and of course, what my forward 12-month dividends will be.

Enjoy your weekend!

]]> By: Dividend Diplomats https://www.writeyourownreality.com/investing/wait-spreadsheets-hello-dividend-growth-portfolio/#comment-47183 Sat, 25 Oct 2014 12:26:32 +0000 http://www.writeyourownreality.com/?p=2490#comment-47183 WYR,

Digging the new spreadsheets! Also like how clean it looks, something I need to go back and fix myself for my own spreadsheets. I also like that it’s stocks, cost, market value on one page and then the glorified dividend details on a separate page. Nice job!

-Lanny

]]> By: writing2reality https://www.writeyourownreality.com/investing/wait-spreadsheets-hello-dividend-growth-portfolio/#comment-46917 Fri, 24 Oct 2014 18:06:24 +0000 http://www.writeyourownreality.com/?p=2490#comment-46917 I am not a huge fan of Google Docs, but can appreciate some of the functionality. Like yourself, it as easy as updating the share count and cost basis and the rest takes care of itself. My biggest challenges are it isn’t near as robust as Excel for an advanced user and some of options just do not exist. I only have separate tabs to minimize the scrolling a reader has to do. Just one click and they can see everything.

Thanks for sharing your process and commenting AAI.

]]> By: All About Interest (@AAInterest) https://www.writeyourownreality.com/investing/wait-spreadsheets-hello-dividend-growth-portfolio/#comment-46887 Fri, 24 Oct 2014 15:31:27 +0000 http://www.writeyourownreality.com/?p=2490#comment-46887 These look really clean and organized. I’m a big fan of Google Docs except every once in a while, there’s an error message when it tries to pull in information automatically. I only have to change the share count and cost basis, everything else is automated. I like the tabbed idea but currently just have one sheet posted. I may make an additional tab for my Motif account as it gets a little larger. Thanks for sharing.

]]> By: writing2reality https://www.writeyourownreality.com/investing/wait-spreadsheets-hello-dividend-growth-portfolio/#comment-46867 Fri, 24 Oct 2014 14:46:05 +0000 http://www.writeyourownreality.com/?p=2490#comment-46867 All the little buys are pretty complicated to keep track of, but I’ve developed a monthly snapshot spreadsheet that captures all of my purchases. We will see going forward what I end up doing in the long-term considering the volume of transactions over time.

]]> By: writing2reality https://www.writeyourownreality.com/investing/wait-spreadsheets-hello-dividend-growth-portfolio/#comment-46866 Fri, 24 Oct 2014 14:43:26 +0000 http://www.writeyourownreality.com/?p=2490#comment-46866 Can’t say the spreadsheet is entirely automatic, but it doesn’t require a ton of updating at this point. Just pop in the share total each month for any position that paid a dividend and move on with life. Congrats on crossing the $2k mark with Loyal3, I’m hoping to end the year above the $6k mark, so it should be a nice portfolio to start generating its own momentum in 2015 and beyond.

Appreciate you stopping by and commenting!

]]> By: JC @ Passive-Income-Pursuit https://www.writeyourownreality.com/investing/wait-spreadsheets-hello-dividend-growth-portfolio/#comment-46825 Fri, 24 Oct 2014 11:51:34 +0000 http://www.writeyourownreality.com/?p=2490#comment-46825 I’ll give it a looksee. I’ve been wanting to get my spreadsheet a bit more automatic especially for my Loyal3 portfolio since there’s a lot of small purchases. By the way, just crossed the $2k mark for that portfolio. Really loving the small consistent purchases.

]]> By: Special Agent Dividend https://www.writeyourownreality.com/investing/wait-spreadsheets-hello-dividend-growth-portfolio/#comment-46759 Fri, 24 Oct 2014 05:21:49 +0000 http://www.writeyourownreality.com/?p=2490#comment-46759 I’m loving them! They are very squared away! I need a new one to organize all my little buys from Loyal3 to keep up with cost basis a little easier.

]]> By: writing2reality https://www.writeyourownreality.com/investing/wait-spreadsheets-hello-dividend-growth-portfolio/#comment-46621 Thu, 23 Oct 2014 16:47:09 +0000 http://www.writeyourownreality.com/?p=2490#comment-46621 Thanks David, I appreciate your compliment!

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