This Watch List Update is now issued weekly, usually on Fridays, and/or the last trading day of the week. This is my compilation from this past week.
Hindsight can be 20/20, foresight not so much.
My expectations for the #HYHRD (High Yield High Return Dividend) Portfolio:
I target a minimum 20% annual return on stock price *and* a minimum 5% dividend yield.
I can’t always hit that, but those are my targets.
Sometimes I hit my targets, too; some I exceed by a little, and some by a lot.
Lot’s to do, so let’s get to it.
Last Week’s screening watch Lists;
Edits to your Automatic Investment Plan must be complete by 5:00pm (ET) 10/5/2015 in order for the changes to be effective for the 10/6/2015 investment day.
I either select stocks for each investment day based on my #BuyList or base my purchases on upcoming ex-dividend dates and/or Equal Weight (lowest) Overall Rank, 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 October 27th investment day, I will begin picking 6 investments paying ‘qualified’ dividends and scoring highest on the score and/or qualified spreadsheet for each semi-monthly investment and will also be changing to the 2nd & 4th Tuesday for investment days each month.
Currently, though, I am basing my investments on upcoming ex-dividend dates to capture more dividends on the 1st & 3rd Tuesday.
The current dollar amount for each investment in the AIP (Automatic Investment Plan) is shown near the bottom of the ‘Equal Weight’ spreadsheet (as shown below);
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.
NOTE: Next update will be October 24th
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 with 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).