Tuesday, February 14, 2012

Dividend Spreadsheet Explanation

Just an entry explaining the investing spreadsheet, what is being tracked, and also why...

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

I've been wanting to make a reference video for some time now so everyone can be on the same page so to speak with the investing account's numbers. Since I redesigned it today it seemed like a good time.

Why does the Investing spreadsheet keep getting redesigned. Honestly its for you guys. My own spreadsheets I have for other portfolios are.... a bit overboard. 4 tabs with 25+ columns each page. Thats a bit much for the Model Portfolio. I am working a balance of enough info for ideas on how you can track your own portfolios but also not going too much to have your eyes glaze over.

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.


  1. Great bookeeping.
    Awesome how complete you are.

  2. Thank you for the compliment. Its appreciated.

  3. Do you manually update the stock prices on your spreadsheets? Or is there a way to have them automatically updated when you open your file?


    1. Unfortunately I have to manually input them I don't have the info imported. However I do have it fairly automated calculation wise.
      Total shares, current price, total cost are the fields I update normally. 10 year div growth and estimated annual dividend per share are the others from time to time.