I select stocks for each investment day based on one or more of my spreadsheets, selecting only “qualified” dividend paying stocks for this taxable account. I try to choose what I perceive to currently be the best choices for my weekly investments. They must also be ‘eligible’ for the sharebuilder AIP.
Beginning with the November 10th (2015) investment day, I began picking 6 eligible investments paying ‘qualified’ dividends with upcoming ex-dividend dates (estimated by TDM program or actually declared) and/or the score and/or the qualified and/or the equal weight spreadsheet(s) for each semi-monthly investment and also changed to the 2nd & 4th Tuesday for investment days each month. I anticipate a change to the 1st & 3rd Tuesday for investment days for the months of October and December, 2016. NOTE: The investment schedule may change on 9/1/16, as that is the one year anniversary of the termination of the agreement between Costco and Capital One Investing (sharebuilder). The equal weight spreadsheet calculates the investment amount based on available cash in the account lasting through September, 2016.
Here’s a look at some spreadsheets from which I chose next week’s investments;
These are the upcoming expected dividend pay dates and amount(s) expected from each stock.
These amounts are a compilation from all of our accounts, so some is taxable, some is tax-deferred, and some is tax-free. If you check out my Expected dividend spreadsheets you can see how it all breaks down, or you could just read my posts and look at the screenshots (ooooh, pretty pictures!).
Speaking of pretty pictures, here’s the most recent and pertinent dates spreadsheet (from my Expected Dividends workbook), and following that is the brand new! graph of monthly dividends since inception as found on my Dividends Received page on my blog;
It’s time for the weekly review of positions in the HYHRD (High Yield High Return Dividend) portfolio.
The spreadsheet for each individual account, along with the monthly balances and yearly dividends are now found in the tradelogs workbook.
This post will examine those spreadsheets for all positions held in the accounts (i.e.; positions not held will not appear on the spreadsheets). The only screenshot from that workbook that I will post has all the aggregate information, and that’s the tradelogs spreadsheet.
I will also post screenshots (see below) from the Thomas Dividend Manager program (link below in the weekly update) for each account in our portfolio.
Not currently tracked or reported is my wife’s TSA, except for quarterly updates on the 2015 Balances sheet.
“Smithers, release the hounds!”
This is the regular posting of the review of “Expected dividends, current portfolio holdings, (and) actual yield” of the #HYHRD portfolio.
The title reflects expected dividends for next week.
The spreadsheet for each individual account, along with the monthly balances and yearly dividends are now found in the tradelogs workbook. However, only the tradelogs page with all the aggregate information is posted, the individual account pages, etc., are not posted (to save time and space).
This post will examine all those spreadsheets not previously covered for all positions held in the accounts (i.e.; positions not held will not appear on the spreadsheets).
I have combined all spreadsheets into one workbook (PandAtradelogs.xlsx) to make them easier for me to get the info I need. The spreadsheets that I use mainly in my weekly posts are the Score spreadsheet, Equal Weight (Investment amounts) spreadsheet, the Expected dividend (stock holdings) spreadsheets (parts 1, 1a, 2, 3, & 4), the actual yield (‘dividend per invested dollar’) spreadsheet, the dates spreadsheet, and the watch list (screening) spreadsheet. They are all now found in the PandAtradelogs workbook. This and the next few posts will attempt to show how I use these sheets.
The spreadsheet for each individual account, along with the monthly balances and yearly dividends are also found in the PandAtradelogs workbook.
This post will examine the screening spreadsheets and associated scoring, and the dates spreadsheet for all positions held in the accounts (i.e.; positions not held will not appear on the dates spreadsheet).
Here’s the Screening spreadsheet;